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 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-25- 1.04% |
$2.79K - $3.15K
|
2.38K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-26- 0.29% |
$2.9K - $3.28K
|
9.06K
$1.13M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-27- 31.76% |
$3.01K - $3.41K
|
58
$7.26K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-27- 0.08% |
$3.01K - $3.41K
|
35.1K
$4.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-29- 1.45% |
$3.24K - $3.66K
|
1.97K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-30- 1.28% |
$3.35K - $3.78K
|
2.32K
$290K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-31- 0.73% |
$3.46K - $3.91K
|
4.21K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-32- 0.54% |
$3.57K - $4.04K
|
5.84K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-32- 13.56% |
$3.57K - $4.04K
|
204
$25.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 1.2% |
$3.68K - $4.16K
|
2.72K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.72% |
$3.91K - $4.42K
|
4.8K
$601K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-36- 0.67% |
$4.02K - $4.54K
|
5.31K
$665K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-36- 0.47% |
$4.02K - $4.54K
|
7.65K
$957K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37- 0.74% |
$4.13K - $4.67K
|
4.96K
$621K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-41- 6.77% |
$4.58K - $5.17K
|
565
$70.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-41- 2.93% |
$4.58K - $5.17K
|
1.36K
$170K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-42- 2.06% |
$4.69K - $5.3K
|
2K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-43- 2.1% |
$4.8K - $5.42K
|
2K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-44- 1.36% |
$4.91K - $5.55K
|
3.19K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-44- 0.41% |
$4.91K - $5.55K
|
10.8K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-44- 1.92% |
$4.91K - $5.55K
|
2.25K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-45- 7.13% |
$5.02K - $5.68K
|
586
$73.4K
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-45- 0.07% |
$5.02K - $5.68K
|
67.6K
$8.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-49- 0.76% |
$5.47K - $6.18K
|
6.41K
$802K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-49- 0.16% |
$5.47K - $6.18K
|
31K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-50- 0.61% |
$5.58K - $6.31K
|
8.12K
$1.02M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-50- 2.5% |
$5.58K - $6.31K
|
1.95K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-52- 1.41% |
$5.8K - $6.56K
|
3.64K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-53- 0.19% |
$5.91K - $6.69K
|
28.6K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-59- 95.16% |
$6.58K - $7.44K
|
3
$376
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-60- 0.18% |
$6.7K - $7.57K
|
32.6K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-60- 1.05% |
$6.7K - $7.57K
|
5.67K
$710K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-65- 0.13% |
$7.25K - $8.2K
|
48.3K
$6.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-65- 1.51% |
$7.25K - $8.2K
|
4.25K
$532K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-66- 3.19% |
$7.36K - $8.33K
|
2K
$250K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-66- 0.97% |
$7.36K - $8.33K
|
6.73K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-67- 2.15% |
$7.48K - $8.45K
|
3.04K
$381K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-69- 1.11% |
$7.7K - $8.7K
|
6.13K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-70- 2.11% |
$7.81K - $8.83K
|
3.24K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-70- 0.88% |
$7.81K - $8.83K
|
7.91K
$990K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-71- 3.0% |
$7.92K - $8.96K
|
2.29K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-75- 1.05% |
$8.37K - $9.46K
|
7.06K
$883K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-76- 6.05% |
$8.48K - $9.59K
|
1.18K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-77- 5.81% |
$8.59K - $9.71K
|
1.25K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-78- 43.82% |
$8.7K - $9.84K
|
100
$12.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-79- 0.76% |
$8.82K - $9.97K
|
10.4K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.62% |
$8.82K - $9.97K
|
4.8K
$601K
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-80- 0.39% |
$8.93K - $10.1K
|
20.4K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-84- 14.61% |
$9.37K - $10.6K
|
491
$61.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-85- 36.02% |
$9.49K - $10.7K
|
151
$18.9K
|