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 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-66- 0.14% |
N/A
|
47.7K
$5.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-75- 0.24% |
N/A
|
30.7K
$3.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-76- 2.76% |
N/A
|
2.68K
$335K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-77- 1.28% |
N/A
|
5.93K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-79- 3.43% |
N/A
|
2.22K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-80- 3.06% |
N/A
|
2.54K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-85- 1.69% |
N/A
|
4.94K
$618K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-87- 3.96% |
N/A
|
2.11K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-88- 0.1% |
N/A
|
89.2K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-88- 1.53% |
N/A
|
5.67K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-89- 4.9% |
N/A
|
1.73K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-90- 0.81% |
N/A
|
11K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-90- 1.83% |
N/A
|
4.84K
$606K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-90- 0.59% |
N/A
|
15.2K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-91- 1.49% |
N/A
|
6K
$751K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-94- 2.35% |
N/A
|
3.9K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-94- 3.49% |
N/A
|
2.6K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-97- 0.73% |
N/A
|
13.2K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 2.19% |
N/A
|
4.48K
$560K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-100- 5.62% |
N/A
|
1.68K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-105- 3.26% |
N/A
|
3.11K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-107- 1.14% |
N/A
|
9.25K
$1.16M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-112- 5.18% |
N/A
|
2.05K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-112- 0.01% |
N/A
|
987K
$124M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-115- 2.25% |
N/A
|
5K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-115- 22.91% |
N/A
|
387
$48.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-116- 3.67% |
N/A
|
3.05K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-116- 84.67% |
N/A
|
21
$2.63K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-118- 8.26% |
N/A
|
1.31K
$164K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-118- 5.52% |
N/A
|
2.02K
$253K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-120- 0.25% |
N/A
|
47.1K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-121- 0.78% |
N/A
|
15.4K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-123- 0.99% |
N/A
|
12.2K
$1.53M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-126- 2.17% |
N/A
|
5.69K
$712K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-130- 1.44% |
N/A
|
8.89K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-132- 3.16% |
N/A
|
4.05K
$507K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-139- 2.0% |
N/A
|
6.8K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-141- 1.05% |
N/A
|
13.3K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-146- 0.72% |
N/A
|
20.3K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-146- 20.0% |
N/A
|
584
$73.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-150- 5.39% |
N/A
|
2.64K
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-150- 6.77% |
N/A
|
2.07K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-150- 1.67% |
N/A
|
8.81K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 0.52% |
N/A
|
28.5K
$3.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-152- 1.68% |
N/A
|
8.89K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-155- 1.84% |
N/A
|
8.26K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 1.02% |
N/A
|
15.3K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-160- 0.27% |
N/A
|
58.4K
$7.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-163- 7.73% |
N/A
|
1.95K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-164- 2.5% |
N/A
|
6.4K
$801K
|