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 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
8.73KNew |
N/A
|
8.73K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.63K+ 69.98% |
N/A
|
21K
$2.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.61KNew |
N/A
|
8.61K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.46KNew |
N/A
|
8.46K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.34K+ 98.24% |
N/A
|
16.8K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.21K+ 4.01% |
N/A
|
213K
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.13K+ 40.73% |
N/A
|
28.1K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$986K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.81K+ 1.24% |
N/A
|
637K
$79.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.69K+ 14.89% |
N/A
|
59.3K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
7.68K+ 2.85% |
N/A
|
277K
$34.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.4K+ 38.15% |
N/A
|
26.8K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
7.21K+ 2.6% |
N/A
|
284K
$35.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.11K+ 19.78% |
N/A
|
43K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Nitorum Capital, L.P.
New York, NY |
BUY
|
- |
7.07K+ 2.08% |
N/A
|
346K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.99K+ 8.41% |
N/A
|
90.1K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.87K+ 22.2% |
N/A
|
37.8K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.79K+ 16.47% |
N/A
|
48K
$6.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.73K+ 1.07% |
N/A
|
634K
$79.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.48K+ 44.46% |
N/A
|
21.1K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
6.41K+ 15.8% |
N/A
|
47K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.39K+ 9.31% |
N/A
|
75K
$9.39M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.39K+ 9.31% |
N/A
|
75K
$9.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.33K+ 22.71% |
N/A
|
34.2K
$4.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.26KNew |
N/A
|
6.26K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6.04K+ 12.07% |
N/A
|
56.1K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
6K+ 52.94% |
N/A
|
17.3K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.99K+ 4.1% |
N/A
|
152K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.96K+ 39.88% |
N/A
|
20.9K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.85K+ 52.35% |
N/A
|
17K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
5.71KNew |
N/A
|
5.71K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.66KNew |
N/A
|
5.66K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.6K+ 7.64% |
N/A
|
78.9K
$9.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 45.59% |
N/A
|
17.8K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.52K+ 58.83% |
N/A
|
14.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.43K+ 22.38% |
N/A
|
29.7K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
5.41K+ 8.16% |
N/A
|
71.7K
$8.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.35K+ 2.24% |
N/A
|
244K
$30.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
5.33K+ 78.72% |
N/A
|
12.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.15K+ 1.09% |
N/A
|
478K
$59.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.12K+ 28.33% |
N/A
|
23.2K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96K+ 29.69% |
N/A
|
21.7K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.52K+ 10.4% |
N/A
|
48K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.48K+ 16.06% |
N/A
|
32.4K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.37K+ 13.23% |
N/A
|
37.4K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$543K
|