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 09, 2024
Q4 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Marathon Asset Management LTD
|
BUY
|
- |
15K+ 2.65% |
N/A
|
582K
$72.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
14.5K+ 63.54% |
N/A
|
37.2K
$4.66M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
14.2K+ 234.93% |
N/A
|
20.2K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
14K+ 5.66% |
N/A
|
262K
$32.8M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.9K+ 79.99% |
N/A
|
31.2K
$3.91M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.8K+ 9.02% |
N/A
|
167K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
13.7K+ 2.18% |
N/A
|
641K
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.5K+ 34.96% |
N/A
|
52.2K
$6.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
13.5K+ 15.13% |
N/A
|
103K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
13.1K+ 1.94% |
N/A
|
688K
$86.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 4.21% |
N/A
|
312K
$39M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
12.6K+ 30.03% |
N/A
|
54.5K
$6.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 102.76% |
N/A
|
24.8K
$3.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.1K+ 167.5% |
N/A
|
19.4K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.8K+ 2.11% |
N/A
|
572K
$71.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.7K+ 461.74% |
N/A
|
14.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.7K+ 72.45% |
N/A
|
27.8K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
11.6K+ 70.05% |
N/A
|
28.1K
$3.52M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11.3K+ 612.22% |
N/A
|
13.2K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Troy Asset Management LTD
|
BUY
|
- |
11.3K+ 4.42% |
N/A
|
267K
$33.4M
|
|
|
Sep 10, 2024
Q4 2023
|
Troy Asset Management LTD
|
BUY
|
- |
11.3K+ 4.42% |
N/A
|
267K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
11.2K+ 27.63% |
N/A
|
51.9K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
10.6K+ 3.27% |
N/A
|
337K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 5.24% |
N/A
|
213K
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
10.3K+ 27.02% |
N/A
|
48.5K
$6.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.1K+ 3.69% |
N/A
|
284K
$35.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.98K+ 0.37% |
N/A
|
2.68M
$336M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.96KNew |
N/A
|
9.96K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.69KNew |
N/A
|
9.69K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.59K+ 283.05% |
N/A
|
13K
$1.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.58K+ 93.97% |
N/A
|
19.8K
$2.47M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.54KNew |
N/A
|
9.54K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9.54K+ 95360.0% |
N/A
|
9.55K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.54K+ 117.93% |
N/A
|
17.6K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.54K+ 117.93% |
N/A
|
17.6K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
9.43K+ 3.33% |
N/A
|
293K
$36.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
9.41K+ 1180.93% |
N/A
|
10.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 39.86% |
N/A
|
31.8K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.05KNew |
N/A
|
9.05K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8.86K+ 7.23% |
N/A
|
131K
$16.5M
|