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 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-675- 23.41% |
N/A
|
2.21K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-687- 7.32% |
N/A
|
8.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-689- 5.71% |
N/A
|
11.4K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-690- 1.83% |
N/A
|
37.1K
$4.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-700- 3.85% |
N/A
|
17.5K
$2.19M
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-704- 10.16% |
N/A
|
6.23K
$779K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-710- 1.57% |
N/A
|
44.6K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-720- 1.34% |
N/A
|
52.9K
$6.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-725- 0.83% |
N/A
|
86.3K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-741- 3.9% |
N/A
|
18.2K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-747- 1.03% |
N/A
|
71.8K
$8.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-766- 29.37% |
N/A
|
1.84K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-767- 9.08% |
N/A
|
7.68K
$962K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-771- 1.57% |
N/A
|
48.4K
$6.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-774- 1.13% |
N/A
|
67.9K
$8.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-804- 3.85% |
N/A
|
20.1K
$2.52M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-812- 7.33% |
N/A
|
10.3K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-814- 19.31% |
N/A
|
3.4K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-820- 0.91% |
N/A
|
89.2K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-822- 5.6% |
N/A
|
13.9K
$1.74M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-827- 78.54% |
N/A
|
226
$28.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-839- 2.15% |
N/A
|
38.2K
$4.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-852- 1.6% |
N/A
|
52.5K
$6.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-859- 33.62% |
N/A
|
1.7K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-890- 19.05% |
N/A
|
3.78K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-896- 2.92% |
N/A
|
29.8K
$3.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-899- 0.43% |
N/A
|
208K
$26M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-926- 1.8% |
N/A
|
50.4K
$6.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-932- 3.76% |
N/A
|
23.9K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-933- 4.63% |
N/A
|
19.2K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-935- 4.72% |
N/A
|
18.9K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-936- 0.82% |
N/A
|
113K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-941- 8.98% |
N/A
|
9.54K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-948- 10.72% |
N/A
|
7.9K
$988K
|
|
|
Aug 09, 2024
Q2 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-950- 4.1% |
N/A
|
22.2K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-958- 4.87% |
N/A
|
18.7K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-970- 4.12% |
N/A
|
22.6K
$2.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-979- 2.85% |
N/A
|
33.3K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-988- 5.64% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-988- 2.03% |
N/A
|
47.7K
$5.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-989- 80.67% |
N/A
|
237
$29.7K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.01K- 39.35% |
N/A
|
1.55K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.01K- 2.3% |
N/A
|
43.1K
$5.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.03K- 2.01% |
N/A
|
50.3K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.06K- 2.43% |
N/A
|
42.6K
$5.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.07K- 0.62% |
N/A
|
171K
$21.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.1K- 33.67% |
N/A
|
2.17K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.1K- 5.53% |
N/A
|
18.8K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 3.18% |
N/A
|
33.8K
$4.24M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.12K- 9.69% |
N/A
|
10.5K
$1.31M
|