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 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-548- 0.56% |
N/A
|
98.1K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-548- 13.69% |
N/A
|
3.45K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-550- 1.44% |
N/A
|
37.6K
$4.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-553- 0.87% |
N/A
|
63.2K
$7.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-555- 0.91% |
N/A
|
60.5K
$7.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-560- 1.46% |
N/A
|
37.8K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-567- 28.49% |
N/A
|
1.42K
$178K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-569- 0.26% |
N/A
|
222K
$27.8M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-569- 0.26% |
N/A
|
222K
$27.8M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-570- 38.78% |
N/A
|
900
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-575- 2.3% |
N/A
|
24.4K
$3.06M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-575- 2.3% |
N/A
|
24.4K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-580- 22.34% |
N/A
|
2.02K
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-581- 7.91% |
N/A
|
6.77K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-584- 0.06% |
N/A
|
1.01M
$126M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-593- 16.23% |
N/A
|
3.06K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-602- 1.93% |
N/A
|
30.7K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-604- 1.1% |
N/A
|
54.4K
$6.81M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-606- 20.51% |
N/A
|
2.35K
$294K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-606- 8.27% |
N/A
|
6.72K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-620- 8.21% |
N/A
|
6.93K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-625- 20.23% |
N/A
|
2.47K
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-640- 7.46% |
N/A
|
7.94K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-648- 0.57% |
N/A
|
114K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-650- 2.85% |
N/A
|
22.2K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-667- 7.81% |
N/A
|
7.87K
$985K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-679- 7.48% |
N/A
|
8.4K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-680- 3.08% |
N/A
|
21.4K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-686- 1.05% |
N/A
|
64.6K
$8.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-688- 10.6% |
N/A
|
5.81K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-700- 1.52% |
N/A
|
45.3K
$5.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-712- 1.1% |
N/A
|
63.8K
$7.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-715- 17.76% |
N/A
|
3.31K
$414K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-734- 11.23% |
N/A
|
5.8K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-748- 6.54% |
N/A
|
10.7K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-749- 0.54% |
N/A
|
138K
$17.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-754- 69.24% |
N/A
|
335
$41.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-755- 10.25% |
N/A
|
6.61K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-760- 1.56% |
N/A
|
48.1K
$6.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-767- 12.6% |
N/A
|
5.32K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-791- 4.7% |
N/A
|
16K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-792- 3.14% |
N/A
|
24.4K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-800- 1.92% |
N/A
|
40.9K
$5.12M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-806- 19.99% |
N/A
|
3.23K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-809- 1.81% |
N/A
|
44K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-813- 7.31% |
N/A
|
10.3K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-826- 7.2% |
N/A
|
10.7K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-841- 31.09% |
N/A
|
1.86K
$233K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-846- 20.73% |
N/A
|
3.24K
$405K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-861- 9.52% |
N/A
|
8.18K
$1.02M
|