Purchases and Sales Made in Q2 2023 in Fidelity National Financial, Inc. (FNF)
This table provides information about the institutional ownership of Fidelity National Financial, Inc. (FNF) during Q2 2023. The information is specifically focused on institutions that hold shares of Fidelity National Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
125+ 1.26% |
$4.16K - $4.51K
|
10.1K
$623K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
123New |
$4.09K - $4.43K
|
123
$7.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
119+ 46.12% |
$3.96K - $4.29K
|
377
$23.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
74+ 1.1% |
$2.46K - $2.67K
|
6.82K
$422K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
73+ 28.52% |
$2.43K - $2.63K
|
329
$20.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 18.13% |
$2.33K - $2.52K
|
456
$28.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
70+ 1.07% |
$2.33K - $2.52K
|
6.58K
$408K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$2.2K - $2.38K
|
66
$4.09K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 3.22% |
$1.93K - $2.09K
|
1.86K
$115K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 3.22% |
$1.93K - $2.09K
|
1.86K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
44+ 0.75% |
$1.46K - $1.59K
|
5.9K
$365K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41New |
$1.36K - $1.48K
|
41
$2.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 0.6% |
$1.33K - $1.44K
|
6.65K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 4.84% |
$1.27K - $1.37K
|
823
$51K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.69% |
$1.23K - $1.33K
|
1.42K
$87.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 1.01% |
$1.1K - $1.19K
|
3.3K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
27+ 0.08% |
$899 - $973
|
32K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 36.36% |
$799 - $865
|
90
$5.57K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18New |
$599 - $649
|
18
$1.11K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 15.84% |
$533 - $577
|
117
$7.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 13.33% |
$533 - $577
|
136
$8.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 22.06% |
$499 - $541
|
83
$5.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15New |
$499 - $541
|
15
$929
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 3.94% |
$466 - $505
|
369
$22.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 8.07% |
$433 - $469
|
174
$10.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.05% |
$399 - $432
|
22.4K
$1.39M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$366 - $396
|
11
$681
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 3.52% |
$300 - $324
|
265
$16.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9New |
$300 - $324
|
9
$557
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 1.34% |
$233 - $252
|
529
$32.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7+ 0.04% |
$233 - $252
|
17.9K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7New |
$233 - $252
|
7
$434
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$200 - $216
|
6
$372
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$200 - $216
|
6
$372
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5+ 0.01% |
$166 - $180
|
43.7K
$2.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.1% |
$99.9 - $108
|
2.96K
$183K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3+ 0.02% |
$99.9 - $108
|
13.3K
$824K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.2% |
$99.9 - $108
|
254
$15.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.94% |
$66.6 - $72.1
|
214
$13.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 3.08% |
$66.6 - $72.1
|
67
$4.15K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 5.56% |
$33.3 - $36
|
19
$1.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.19% |
$33.3 - $36
|
85
$5.26K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 3.23% |
$33.3 - $36
|
32
$1.98K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 3.7% |
$66.6 - $72.1
|
52
$3.22K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 0.04% |
$66.6 - $72.1
|
5.28K
$327K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.03% |
$66.6 - $72.1
|
6.67K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 2.8% |
$99.9 - $108
|
104
$6.44K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7- 0.16% |
$233 - $252
|
4.5K
$279K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-10- 0.16% |
$333 - $360
|
6.33K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 10.68% |
$366 - $396
|
92
$5.7K
|