Purchases and Sales Made in Q3 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-1.61K- 2.21% |
$198K - $209K
|
71.1K
$8.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.62K- 19.55% |
$200K - $211K
|
6.66K
$834K
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.63K- 5.02% |
$201K - $211K
|
30.8K
$3.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.63K- 2.98% |
$202K - $212K
|
53.2K
$6.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.67K- 7.17% |
$206K - $217K
|
21.6K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.68K- 6.25% |
$208K - $219K
|
25.2K
$3.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.7K- 8.54% |
$210K - $221K
|
18.2K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.71K- 23.8% |
$211K - $222K
|
5.47K
$685K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.73K- 7.79% |
$214K - $225K
|
20.5K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.73K- 10.06% |
$214K - $225K
|
15.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.74K- 37.63% |
$215K - $227K
|
2.89K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.75K- 4.03% |
$217K - $228K
|
41.8K
$5.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.76K- 0.23% |
$217K - $228K
|
777K
$97.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.77K- 1.14% |
$219K - $230K
|
154K
$19.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.8K- 15.91% |
$222K - $234K
|
9.52K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 2.99% |
$223K - $235K
|
58.6K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.81K- 3.78% |
$223K - $235K
|
46.1K
$5.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.85K- 1.4% |
$228K - $240K
|
130K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.9K- 4.12% |
$234K - $247K
|
44.1K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.95K- 1.43% |
$241K - $254K
|
134K
$16.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.03K- 2.96% |
$250K - $264K
|
66.4K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 8.48% |
$255K - $268K
|
22.3K
$2.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.14K- 1.01% |
$264K - $278K
|
209K
$26.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-2.14K- 40.65% |
$265K - $279K
|
3.13K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-2.16K- 1.4% |
$267K - $281K
|
152K
$19M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.22K- 2.38% |
$274K - $288K
|
90.9K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.22K- 43.26% |
$274K - $289K
|
2.91K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.23K- 0.46% |
$275K - $289K
|
481K
$60.2M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.23K- 29.69% |
$275K - $290K
|
5.27K
$660K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.24K- 34.06% |
$276K - $291K
|
4.33K
$542K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.28K- 0.6% |
$282K - $297K
|
375K
$47M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.31K- 0.91% |
$285K - $300K
|
251K
$31.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-2.31K- 1.64% |
$285K - $300K
|
138K
$17.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.35K- 4.39% |
$291K - $306K
|
51.2K
$6.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 33.03% |
$303K - $319K
|
4.97K
$622K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.46K- 1.75% |
$304K - $320K
|
138K
$17.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.53K- 0.4% |
$313K - $329K
|
629K
$78.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.53K- 44.12% |
$313K - $329K
|
3.21K
$402K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.56K- 7.19% |
$316K - $333K
|
33.1K
$4.14M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.53% |
$321K - $338K
|
167K
$20.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.6K- 8.36% |
$321K - $338K
|
28.5K
$3.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.61K- 50.69% |
$323K - $340K
|
2.54K
$318K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2.63K- 5.94% |
$325K - $343K
|
41.7K
$5.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-2.75K- 1.06% |
$340K - $358K
|
256K
$32M
|
|
|
Sep 10, 2024
Q3 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-2.75K- 1.06% |
$340K - $358K
|
256K
$32M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2.79K- 1.24% |
$344K - $363K
|
223K
$27.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 2.02% |
$349K - $367K
|
137K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.86K- 7.31% |
$353K - $372K
|
36.3K
$4.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.88K- 55.34% |
$355K - $374K
|
2.32K
$291K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.88K- 3.33% |
$356K - $374K
|
83.7K
$10.5M
|