Purchases and Sales Made in Q2 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2024. 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 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-231- 14.37% |
N/A
|
1.38K
$172K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-234- 0.13% |
N/A
|
185K
$23.1M
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-234- 5.8% |
N/A
|
3.8K
$476K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-236- 5.39% |
N/A
|
4.14K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-240- 0.53% |
N/A
|
45K
$5.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 5.42% |
N/A
|
4.37K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-259- 9.37% |
N/A
|
2.51K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-262- 17.79% |
N/A
|
1.21K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-264- 0.05% |
N/A
|
504K
$63.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-267- 1.05% |
N/A
|
25.1K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-267- 12.71% |
N/A
|
1.83K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-274- 3.41% |
N/A
|
7.77K
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-275- 2.39% |
N/A
|
11.2K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-276- 4.93% |
N/A
|
5.32K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-282- 0.61% |
N/A
|
45.8K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-283- 7.47% |
N/A
|
3.51K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-285- 15.76% |
N/A
|
1.52K
$191K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-288- 12.09% |
N/A
|
2.1K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-290- 18.38% |
N/A
|
1.29K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-291- 4.69% |
N/A
|
5.92K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-295- 16.79% |
N/A
|
1.46K
$183K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 1.9% |
N/A
|
15.5K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 85.96% |
N/A
|
49
$6.13K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 0.36% |
N/A
|
83.1K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-303- 2.38% |
N/A
|
12.4K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-318- 7.13% |
N/A
|
4.14K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-321- 0.56% |
N/A
|
57K
$7.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-325- 2.73% |
N/A
|
11.6K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-329- 1.17% |
N/A
|
27.8K
$3.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-330- 4.1% |
N/A
|
7.72K
$966K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-334- 5.73% |
N/A
|
5.5K
$689K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-335- 0.1% |
N/A
|
338K
$42.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-335- 5.16% |
N/A
|
6.16K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-338- 7.69% |
N/A
|
4.06K
$508K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-339- 13.02% |
N/A
|
2.26K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-343- 11.1% |
N/A
|
2.75K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-349- 0.11% |
N/A
|
328K
$41.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-350- 11.63% |
N/A
|
2.66K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-351- 2.29% |
N/A
|
15K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-351- 7.12% |
N/A
|
4.58K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-356- 0.36% |
N/A
|
97.2K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-357- 5.93% |
N/A
|
5.67K
$710K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-357- 25.18% |
N/A
|
1.06K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-366- 3.5% |
N/A
|
10.1K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-367- 1.59% |
N/A
|
22.7K
$2.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-368- 0.7% |
N/A
|
52K
$6.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-373- 1.36% |
N/A
|
27.1K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-381- 10.3% |
N/A
|
3.32K
$415K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-387- 4.75% |
N/A
|
7.75K
$971K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-390- 0.9% |
N/A
|
43.1K
$5.39M
|