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 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-867- 9.57% |
N/A
|
8.2K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-882- 0.97% |
N/A
|
90.1K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-889- 2.38% |
N/A
|
36.5K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-893- 8.93% |
N/A
|
9.11K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-898- 1.45% |
N/A
|
61.2K
$7.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-905- 7.47% |
N/A
|
11.2K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-910- 10.91% |
N/A
|
7.43K
$930K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-918- 7.49% |
N/A
|
11.3K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-962- 9.72% |
N/A
|
8.94K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-967- 1.49% |
N/A
|
63.9K
$8M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-977- 2.12% |
N/A
|
45.1K
$5.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 8.45% |
N/A
|
10.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 0.95% |
N/A
|
104K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 18.47% |
N/A
|
4.44K
$556K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.02K- 13.56% |
N/A
|
6.48K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.04K- 1.0% |
N/A
|
103K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.04K- 2.03% |
N/A
|
50.3K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.07K- 5.01% |
N/A
|
20.3K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 8.28% |
N/A
|
12.1K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.09K- 2.47% |
N/A
|
43.1K
$5.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 4.6% |
N/A
|
22.9K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 7.85% |
N/A
|
13.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 26.31% |
N/A
|
3.15K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.17K- 0.87% |
N/A
|
133K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.21K- 0.64% |
N/A
|
186K
$23.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.21K- 20.72% |
N/A
|
4.64K
$581K
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.22K- 2.67% |
N/A
|
44.5K
$5.58M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.22K- 4.42% |
N/A
|
26.5K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.23K- 2.25% |
N/A
|
53.2K
$6.66M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.23K- 16.07% |
N/A
|
6.4K
$801K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.23K- 58.42% |
N/A
|
877
$110K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 47.36% |
N/A
|
1.38K
$173K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.24K- 22.79% |
N/A
|
4.22K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 46.81% |
N/A
|
1.43K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.26K- 1.01% |
N/A
|
122K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.27K- 2.78% |
N/A
|
44.5K
$5.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.29K- 2.4% |
N/A
|
52.5K
$6.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.3K- 3.11% |
N/A
|
40.5K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 4.0% |
N/A
|
31.2K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.35K- 11.05% |
N/A
|
10.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.39K- 2.78% |
N/A
|
48.6K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.39K- 2.82% |
N/A
|
48K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.4K- 16.62% |
N/A
|
7.03K
$881K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.41K- 1.32% |
N/A
|
105K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.41K- 1.17% |
N/A
|
119K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.41K- 1.58% |
N/A
|
87.8K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.47K- 3.33% |
N/A
|
42.6K
$5.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.47K- 1.16% |
N/A
|
125K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.49K- 7.21% |
N/A
|
19.2K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 3.97% |
N/A
|
36.3K
$4.54M
|