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 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-164- 20.58% |
N/A
|
633
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-167- 4.9% |
N/A
|
3.24K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-168- 0.89% |
N/A
|
18.8K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-171- 3.45% |
N/A
|
4.79K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-172- 2.62% |
N/A
|
6.4K
$801K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-186- 2.07% |
N/A
|
8.82K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-188- 0.23% |
N/A
|
80.2K
$10M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-189- 0.65% |
N/A
|
29.1K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-191- 6.45% |
N/A
|
2.77K
$347K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-197- 8.69% |
N/A
|
2.07K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 1.1% |
N/A
|
18K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-200- 1.32% |
N/A
|
15K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-200- 4.62% |
N/A
|
4.13K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-200- 3.47% |
N/A
|
5.56K
$696K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-201- 4.78% |
N/A
|
4K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-205- 1.64% |
N/A
|
12.3K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-206- 0.74% |
N/A
|
27.5K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-211- 4.33% |
N/A
|
4.67K
$584K
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-212- 2.18% |
N/A
|
9.53K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-213- 6.54% |
N/A
|
3.04K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-223- 0.73% |
N/A
|
30.3K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-225- 5.23% |
N/A
|
4.08K
$510K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-232- 5.84% |
N/A
|
3.74K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-240- 6.11% |
N/A
|
3.69K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-245- 1.27% |
N/A
|
19K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-257- 27.97% |
N/A
|
662
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-257- 5.96% |
N/A
|
4.06K
$508K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-258- 7.08% |
N/A
|
3.39K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 5.61% |
N/A
|
4.34K
$543K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-260- 5.63% |
N/A
|
4.36K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-260- 0.52% |
N/A
|
50K
$6.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-264- 12.4% |
N/A
|
1.87K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-268- 1.88% |
N/A
|
14K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-280- 14.0% |
N/A
|
1.72K
$215K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-286- 11.99% |
N/A
|
2.1K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-287- 6.21% |
N/A
|
4.34K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-290- 0.5% |
N/A
|
57.9K
$7.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-293- 4.05% |
N/A
|
6.95K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-297- 2.28% |
N/A
|
12.7K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-300- 15.77% |
N/A
|
1.6K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-301- 0.55% |
N/A
|
54.6K
$6.84M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-305- 0.54% |
N/A
|
56.5K
$7.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-321- 1.78% |
N/A
|
17.7K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-330- 11.22% |
N/A
|
2.61K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-335- 1.43% |
N/A
|
23K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-338- 50.6% |
N/A
|
330
$41.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-343- 9.69% |
N/A
|
3.2K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-346- 2.68% |
N/A
|
12.6K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-352- 6.41% |
N/A
|
5.14K
$643K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-365- 11.01% |
N/A
|
2.95K
$369K
|