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
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.51K- 2.53% |
N/A
|
58.2K
$7.28M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.54K- 5.8% |
N/A
|
24.9K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-1.54K- 1.41% |
N/A
|
108K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 5.82% |
N/A
|
25.3K
$3.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.61K- 3.87% |
N/A
|
40K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.61K- 0.24% |
N/A
|
658K
$82.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.62K- 0.6% |
N/A
|
270K
$33.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 20.74% |
N/A
|
6.23K
$780K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.64K- 12.05% |
N/A
|
12K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.65K- 21.12% |
N/A
|
6.17K
$772K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.66K- 1.29% |
N/A
|
127K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.67K- 4.76% |
N/A
|
33.3K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-1.68K- 0.4% |
N/A
|
420K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 12.59% |
N/A
|
11.8K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.72K- 11.34% |
N/A
|
13.4K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.79K- 28.64% |
N/A
|
4.46K
$558K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.9K- 2.65% |
N/A
|
69.7K
$8.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 0.81% |
N/A
|
233K
$29.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.96K- 30.84% |
N/A
|
4.4K
$550K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.04K- 1.62% |
N/A
|
124K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-2.06K- 7.05% |
N/A
|
27.1K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-2.13K- 47.96% |
N/A
|
2.32K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.14K- 0.96% |
N/A
|
221K
$27.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.14K- 0.78% |
N/A
|
273K
$34.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 9.65% |
N/A
|
20.1K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.2K- 0.95% |
N/A
|
230K
$28.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.27K- 8.06% |
N/A
|
25.9K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.33K- 3.14% |
N/A
|
71.7K
$8.98M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.33K- 11.37% |
N/A
|
18.2K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.4K- 82.91% |
N/A
|
494
$61.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.4K- 14.28% |
N/A
|
14.4K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 7.73% |
N/A
|
29.3K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.47K- 1.59% |
N/A
|
153K
$19.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-2.5K- 3.62% |
N/A
|
66.5K
$8.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.55K- 15.28% |
N/A
|
14.1K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.57K- 4.09% |
N/A
|
60.2K
$7.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.6K- 6.33% |
N/A
|
38.5K
$4.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.65K- 56.6% |
N/A
|
2.03K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.67K- 8.68% |
N/A
|
28.1K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.68K- 8.49% |
N/A
|
28.8K
$3.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-2.69K- 1.37% |
N/A
|
194K
$24.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.7K- 2.99% |
N/A
|
87.7K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.74K- 3.39% |
N/A
|
78.1K
$9.78M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.8K- 1.68% |
N/A
|
164K
$20.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.83K- 16.15% |
N/A
|
14.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.84K- 6.31% |
N/A
|
42.3K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.89K- 0.82% |
N/A
|
348K
$43.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-2.91K- 21.66% |
N/A
|
10.5K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-2.92K- 29.74% |
N/A
|
6.9K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.97K- 11.0% |
N/A
|
24K
$3.01M
|