Purchases and Sales Made in Q2 2023 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.4% |
$558 - $631
|
361
$45.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
4+ 0.02% |
$446 - $505
|
20.6K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 13.04% |
$335 - $378
|
26
$3.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.8% |
$223 - $252
|
252
$31.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$112 - $126
|
1
$125
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $126
|
3.36K
$421K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1- 0.02% |
$112 - $126
|
5.87K
$735K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-1- 0.04% |
$112 - $126
|
2.3K
$288K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.88% |
$223 - $252
|
32
$4.01K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3- 0.07% |
$335 - $378
|
4.09K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 0.13% |
$335 - $378
|
2.35K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4- 0.06% |
$446 - $505
|
6.37K
$797K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.25% |
$446 - $505
|
1.6K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.08% |
$446 - $505
|
188
$23.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 4.26% |
$446 - $505
|
90
$11.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.81% |
$558 - $631
|
271
$33.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.2% |
$670 - $757
|
3.01K
$377K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-7- 0.18% |
$781 - $883
|
3.79K
$475K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7Closed |
$781 - $883
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-8- 1.46% |
$893 - $1.01K
|
541
$67.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-8- 0.45% |
$893 - $1.01K
|
1.79K
$224K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.11% |
$893 - $1.01K
|
7.09K
$888K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.31% |
$893 - $1.01K
|
2.53K
$317K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 0.17% |
$1K - $1.14K
|
5.21K
$652K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-9- 1.46% |
$1K - $1.14K
|
606
$75.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9- 0.1% |
$1K - $1.14K
|
8.64K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9- 0.16% |
$1K - $1.14K
|
5.61K
$702K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10- 0.36% |
$1.12K - $1.26K
|
2.76K
$346K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.13% |
$1.23K - $1.39K
|
8.54K
$1.07M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 84.62% |
$1.23K - $1.39K
|
2
$250
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.23% |
$1.34K - $1.51K
|
5.2K
$651K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.38% |
$1.45K - $1.64K
|
3.43K
$429K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 0.55% |
$1.56K - $1.77K
|
2.54K
$318K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-15- 0.78% |
$1.67K - $1.89K
|
1.91K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-15- 0.27% |
$1.67K - $1.89K
|
5.45K
$683K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.27% |
$1.67K - $1.89K
|
5.48K
$685K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.7% |
$1.79K - $2.02K
|
2.27K
$284K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-17- 0.42% |
$1.9K - $2.14K
|
4.08K
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17- 0.25% |
$1.9K - $2.14K
|
6.9K
$864K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-18- 0.81% |
$2.01K - $2.27K
|
2.2K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19- 0.25% |
$2.12K - $2.4K
|
7.55K
$946K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-20- 2.13% |
$2.23K - $2.52K
|
919
$115K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 0.42% |
$2.23K - $2.52K
|
4.76K
$596K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 40.0% |
$2.23K - $2.52K
|
30
$3.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20- 1.02% |
$2.23K - $2.52K
|
1.94K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21- 0.54% |
$2.34K - $2.65K
|
3.87K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-21- 0.46% |
$2.34K - $2.65K
|
4.54K
$569K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-21- 0.36% |
$2.34K - $2.65K
|
5.81K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 0.19% |
$2.57K - $2.9K
|
11.8K
$1.48M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 70.59% |
$2.68K - $3.03K
|
10
$1.25K
|