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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
376+ 8.45% |
N/A
|
4.82K
$604K
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
375+ 1.22% |
N/A
|
31.2K
$3.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
366+ 4.13% |
N/A
|
9.23K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
365+ 3.54% |
N/A
|
10.7K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
365+ 0.52% |
N/A
|
70.7K
$8.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
365+ 3.4% |
N/A
|
11.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
365+ 3.54% |
N/A
|
10.7K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
363+ 5.86% |
N/A
|
6.56K
$821K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
357+ 1.07% |
N/A
|
33.8K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
351+ 0.53% |
N/A
|
66.6K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
351+ 4.85% |
N/A
|
7.59K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
350+ 16.63% |
N/A
|
2.46K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
347+ 2.64% |
N/A
|
13.5K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
344New |
N/A
|
344
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
344+ 10.54% |
N/A
|
3.61K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
343+ 0.61% |
N/A
|
56.5K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
339+ 0.47% |
N/A
|
72.3K
$9.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
333+ 9.62% |
N/A
|
3.79K
$475K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
333+ 0.66% |
N/A
|
50.4K
$6.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
331+ 7.18% |
N/A
|
4.94K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
329+ 0.53% |
N/A
|
62.6K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
316+ 6.55% |
N/A
|
5.14K
$644K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
314+ 0.92% |
N/A
|
34.3K
$4.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
309+ 0.4% |
N/A
|
77.7K
$9.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
308+ 13.4% |
N/A
|
2.61K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
307+ 3.23% |
N/A
|
9.81K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
295+ 2.92% |
N/A
|
10.4K
$1.3M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
293+ 1.04% |
N/A
|
28.5K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
289+ 5.77% |
N/A
|
5.3K
$664K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
287+ 1.04% |
N/A
|
28K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
286+ 7.16% |
N/A
|
4.28K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
286+ 57.78% |
N/A
|
781
$97.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
275+ 6.81% |
N/A
|
4.32K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
272+ 15.32% |
N/A
|
2.05K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
268+ 8.95% |
N/A
|
3.26K
$408K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
268+ 8.93% |
N/A
|
3.27K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250+ 1.25% |
N/A
|
20.2K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
250+ 13.56% |
N/A
|
2.09K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
243New |
N/A
|
243
$30.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
241+ 7.19% |
N/A
|
3.6K
$450K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
237+ 8.83% |
N/A
|
2.92K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
237+ 3.89% |
N/A
|
6.33K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
232+ 2.31% |
N/A
|
10.3K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
230+ 7.71% |
N/A
|
3.21K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
226New |
N/A
|
226
$28.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
223+ 112.06% |
N/A
|
422
$52.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
219+ 0.47% |
N/A
|
47K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216+ 0.01% |
N/A
|
1.94M
$243M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
210+ 0.2% |
N/A
|
105K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
208New |
N/A
|
208
$26K
|