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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-391- 47.86% |
N/A
|
426
$53.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-400- 0.96% |
N/A
|
41.4K
$5.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-400- 4.56% |
N/A
|
8.37K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 0.92% |
N/A
|
43.1K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-400- 1.02% |
N/A
|
39K
$4.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-405- 2.97% |
N/A
|
13.2K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-411- 96.03% |
N/A
|
17
$2.13K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-418- 3.49% |
N/A
|
11.6K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-421- 2.59% |
N/A
|
15.9K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-422- 4.57% |
N/A
|
8.81K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-424- 2.23% |
N/A
|
18.6K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-436- 3.56% |
N/A
|
11.8K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-437- 0.58% |
N/A
|
75.1K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-440- 0.63% |
N/A
|
68.9K
$8.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-445- 7.97% |
N/A
|
5.14K
$643K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-447- 3.24% |
N/A
|
13.4K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-448- 0.97% |
N/A
|
45.5K
$5.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-450- 0.79% |
N/A
|
56.3K
$7.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-450- 0.76% |
N/A
|
58.4K
$7.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-453- 12.25% |
N/A
|
3.24K
$406K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-478- 10.06% |
N/A
|
4.27K
$535K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-482- 2.02% |
N/A
|
23.3K
$2.92M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-483- 2.42% |
N/A
|
19.5K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-490- 1.35% |
N/A
|
35.8K
$4.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-499- 3.57% |
N/A
|
13.5K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-500- 5.27% |
N/A
|
8.99K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-500- 0.57% |
N/A
|
86.6K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-507- 2.99% |
N/A
|
16.4K
$2.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-509- 0.7% |
N/A
|
72.5K
$9.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-511- 10.41% |
N/A
|
4.4K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-514- 1.37% |
N/A
|
36.9K
$4.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-527- 10.64% |
N/A
|
4.43K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-532- 34.73% |
N/A
|
1K
$125K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-543- 16.98% |
N/A
|
2.65K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-548- 6.38% |
N/A
|
8.05K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-550- 13.85% |
N/A
|
3.42K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-551- 4.58% |
N/A
|
11.5K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-551- 27.58% |
N/A
|
1.45K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-574- 12.6% |
N/A
|
3.98K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-575- 6.73% |
N/A
|
7.97K
$998K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-577- 8.14% |
N/A
|
6.51K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-585- 2.6% |
N/A
|
22K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-591- 18.85% |
N/A
|
2.55K
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-609- 2.85% |
N/A
|
20.7K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-612- 24.06% |
N/A
|
1.93K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-647- 0.21% |
N/A
|
310K
$38.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-659- 4.62% |
N/A
|
13.6K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-660- 2.42% |
N/A
|
26.6K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-666- 1.21% |
N/A
|
54.2K
$6.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-674- 36.16% |
N/A
|
1.19K
$149K
|