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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.32KNew |
N/A
|
4.32K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
N/A
|
4.27K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.1K+ 2.27% |
N/A
|
184K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.1K+ 3.19% |
N/A
|
133K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.08KNew |
N/A
|
4.08K
$511K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.05K+ 71.07% |
N/A
|
9.76K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4K+ 36.52% |
N/A
|
15K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
4K+ 9.05% |
N/A
|
48.1K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.86K+ 79.4% |
N/A
|
8.72K
$1.09M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.84KNew |
N/A
|
3.84K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.78K+ 0.95% |
N/A
|
400K
$50.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
3.74K+ 611.46% |
N/A
|
4.35K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.72K+ 0.41% |
N/A
|
913K
$114M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.71K+ 56.85% |
N/A
|
10.2K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.68K+ 23.48% |
N/A
|
19.4K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 3.94% |
N/A
|
96.3K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
3.63K+ 44.82% |
N/A
|
11.7K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.59K+ 662.66% |
N/A
|
4.13K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.56K+ 1.53% |
N/A
|
236K
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.55K+ 8.35% |
N/A
|
46K
$5.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.31K+ 28.75% |
N/A
|
14.8K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.3K+ 17.54% |
N/A
|
22.1K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.28K+ 157.96% |
N/A
|
5.35K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.27K+ 3.14% |
N/A
|
107K
$13.4M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.27K+ 3.14% |
N/A
|
107K
$13.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
3.26K+ 29.39% |
N/A
|
14.3K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.19K+ 20.92% |
N/A
|
18.5K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 34.62% |
N/A
|
12.3K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.11K+ 49.55% |
N/A
|
9.37K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
3.09K+ 0.59% |
N/A
|
528K
$66.1M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.09K+ 0.96% |
N/A
|
325K
$40.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.01K+ 16.49% |
N/A
|
21.3K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 2.75% |
N/A
|
110K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.9K+ 28.88% |
N/A
|
13K
$1.62M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.81K+ 99.61% |
N/A
|
5.62K
$704K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.79KNew |
N/A
|
2.79K
$349K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.76K+ 1.3% |
N/A
|
214K
$26.8M
|