Purchases and Sales Made in Q4 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 2023. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
580+ 4.31% |
N/A
|
14K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
575+ 1.5% |
N/A
|
39K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
569+ 6.8% |
N/A
|
8.94K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
568+ 6.21% |
N/A
|
9.71K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
567+ 10.62% |
N/A
|
5.91K
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
557+ 2.37% |
N/A
|
24K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
548+ 31.53% |
N/A
|
2.29K
$286K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
546+ 9.47% |
N/A
|
6.31K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
544+ 3.17% |
N/A
|
17.7K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
530+ 3.57% |
N/A
|
15.4K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
528+ 0.35% |
N/A
|
152K
$19.1M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
507+ 4.08% |
N/A
|
12.9K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
502+ 11.16% |
N/A
|
5K
$626K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
499+ 2.39% |
N/A
|
21.4K
$2.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
491+ 4.96% |
N/A
|
10.4K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
488+ 78.08% |
N/A
|
1.11K
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
484+ 8.57% |
N/A
|
6.13K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
480+ 1.25% |
N/A
|
38.7K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
475+ 41.16% |
N/A
|
1.63K
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
474+ 16.0% |
N/A
|
3.44K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
472+ 22.87% |
N/A
|
2.54K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
471+ 1.1% |
N/A
|
43.4K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
470+ 8.59% |
N/A
|
5.94K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
460+ 1.17% |
N/A
|
39.9K
$5M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
458+ 18.39% |
N/A
|
2.95K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
451+ 0.79% |
N/A
|
57.6K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
438+ 0.39% |
N/A
|
112K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
437+ 3.6% |
N/A
|
12.6K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
432+ 2.72% |
N/A
|
16.3K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
430+ 1.47% |
N/A
|
29.8K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
429New |
N/A
|
429
$53.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
426New |
N/A
|
426
$53.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
421+ 18.62% |
N/A
|
2.68K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
421+ 18.13% |
N/A
|
2.74K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
418+ 7.55% |
N/A
|
5.95K
$745K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
412+ 0.12% |
N/A
|
343K
$43M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
411+ 0.47% |
N/A
|
87.1K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
409New |
N/A
|
409
$51.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
403+ 5.23% |
N/A
|
8.11K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
402+ 5.67% |
N/A
|
7.49K
$938K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
401+ 1.38% |
N/A
|
29.5K
$3.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
401+ 5.15% |
N/A
|
8.18K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
400+ 7.8% |
N/A
|
5.53K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
400+ 3.08% |
N/A
|
13.4K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
388+ 8.33% |
N/A
|
5.05K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
386+ 17.71% |
N/A
|
2.57K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
385+ 8.38% |
N/A
|
4.98K
$623K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 1.44% |
N/A
|
26.9K
$3.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
380+ 13.48% |
N/A
|
3.2K
$401K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
377+ 4.37% |
N/A
|
9K
$1.13M
|