Purchases and Sales Made in Q3 2023 in Fidelity National Financial, Inc. (FNF)
This table provides information about the institutional ownership of Fidelity National Financial, Inc. (FNF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
84+ 1.32% |
$2.98K - $3.61K
|
6.47K
$394K
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
84+ 0.58% |
$2.98K - $3.61K
|
14.5K
$885K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80New |
$2.83K - $3.44K
|
80
$4.88K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
66+ 77.65% |
$2.34K - $2.84K
|
151
$9.2K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
62New |
$2.2K - $2.67K
|
62
$3.78K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 69.88% |
$2.05K - $2.5K
|
141
$8.6K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
55+ 0.81% |
$1.95K - $2.37K
|
6.87K
$419K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
41New |
$1.45K - $1.76K
|
41
$2.5K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.42K - $1.72K
|
40
$2.44K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
37+ 119.35% |
$1.31K - $1.59K
|
68
$4.15K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.48% |
$1.17K - $1.42K
|
6.98K
$425K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
27+ 0.23% |
$957 - $1.16K
|
11.8K
$720K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
25+ 0.01% |
$886 - $1.08K
|
272K
$16.6M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 2.12% |
$886 - $1.08K
|
1.2K
$73.3K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23New |
$815 - $990
|
23
$1.4K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$815 - $990
|
23
$1.4K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16New |
$567 - $688
|
16
$975
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 1.8% |
$390 - $473
|
623
$38K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 9.4% |
$390 - $473
|
128
$7.8K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8New |
$283 - $344
|
8
$488
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 54.55% |
$213 - $258
|
17
$1.04K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$213 - $258
|
6
$366
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 2.26% |
$213 - $258
|
271
$16.5K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.14% |
$177 - $215
|
3.65K
$222K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$177 - $215
|
5
$305
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.18% |
$106 - $129
|
257
$15.7K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 1.48% |
$70.9 - $86.1
|
137
$8.35K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.7% |
$35.4 - $43
|
38
$2.32K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.01% |
$35.4 - $43
|
14.1K
$860K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 5.26% |
$35.4 - $43
|
18
$1.1K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 25.0% |
$35.4 - $43
|
3
$183
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-4- 0.08% |
$142 - $172
|
5.27K
$321K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-8- 0.12% |
$283 - $344
|
6.73K
$410K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.46% |
$354 - $430
|
2.17K
$132K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-11- 0.05% |
$390 - $473
|
22.6K
$1.38M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13- 0.09% |
$461 - $559
|
14.7K
$894K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 3.79% |
$496 - $602
|
355
$21.6K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-16- 11.76% |
$567 - $688
|
120
$7.32K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.68% |
$709 - $861
|
2.94K
$179K
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-22- 0.15% |
$779 - $947
|
14.6K
$891K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 23.91% |
$779 - $947
|
70
$4.27K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-26- 0.04% |
$921 - $1.12K
|
70.5K
$4.3M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 1.48% |
$1.03K - $1.25K
|
1.93K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-31- 0.47% |
$1.1K - $1.33K
|
6.56K
$400K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 28.57% |
$1.2K - $1.46K
|
85
$5.18K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-41Closed |
$1.45K - $1.76K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-43- 5.22% |
$1.52K - $1.85K
|
780
$47.5K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-45- 0.94% |
$1.59K - $1.94K
|
4.73K
$288K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 34.44% |
$1.84K - $2.24K
|
99
$6.04K
|