Purchases and Sales Made in Q2 2023 in Fiserv Inc (FISV)

FISV Quotes by TradingView

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
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
422
+ 3.9%
$47.1K - $53.2K
11.2K $1.41M
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
414
+ 4.44%
$46.2K - $52.2K
9.74K $1.22M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
412
+ 8.79%
$46K - $52K
5.1K $639K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
410
+ 44.81%
$45.8K - $51.7K
1.33K $166K
Aug 14, 2023 Q2 2023
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
402
+ 0.58%
$44.9K - $50.7K
69.2K $8.66M
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
400
+ 8.83%
$44.6K - $50.5K
4.93K $617K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
397
+ 0.55%
$44.3K - $50.1K
72.5K $9.07M
Aug 09, 2023 Q2 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
390
+ 1.06%
$43.5K - $49.2K
37.2K $4.65M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
389
+ 3.85%
$43.4K - $49.1K
10.5K $1.32M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
382
+ 11.33%
$42.6K - $48.2K
3.76K $470K
Jul 10, 2023 Q2 2023
Maryland State Retirement & Pension System

BUY
 -
370
+ 0.79%
$41.3K - $46.7K
47K $5.88M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
367
+ 3.7%
$41K - $46.3K
10.3K $1.29M
Jul 07, 2023 Q2 2023
Bellecapital International Ltd.

BUY
 -
359
+ 0.5%
$40.1K - $45.3K
72.7K $9.1M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
357
+ 66.98%
$39.8K - $45K
890 $111K
Jul 11, 2023 Q2 2023
Capital Investment Services Of America, Inc.

BUY
 -
338
+ 0.12%
$37.7K - $42.6K
273K $34.2M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
336
+ 12.55%
$37.5K - $42.4K
3.01K $377K
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
334
+ 4.34%
$37.3K - $42.1K
8.04K $1.01M
Jul 21, 2023 Q2 2023
Activest Wealth Management

BUY
 -
333
+ 652.94%
$37.2K - $42K
384 $48.1K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
329
+ 18.5%
$36.7K - $41.5K
2.11K $264K
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
325
+ 6.51%
$36.3K - $41K
5.32K $666K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
325
+ 11.55%
$36.3K - $41K
3.14K $393K
Aug 11, 2023 Q2 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
321
+ 7.16%
$35.8K - $40.5K
4.8K $601K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
320
+ 10.33%
$35.7K - $40.4K
3.42K $428K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
309
+ 2.32%
$34.5K - $39K
13.6K $1.71M
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
306
+ 2.25%
$34.1K - $38.6K
13.9K $1.74M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
303
+ 3.84%
$33.8K - $38.2K
8.2K $1.03M
Aug 14, 2023 Q2 2023
Dempze Nancy E

BUY
 -
302
+ 1.11%
$33.7K - $38.1K
27.5K $3.45M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
301
+ 0.23%
$33.6K - $38K
132K $16.5M
Jul 24, 2023 Q2 2023
Carmel Capital Management L.L.C.

BUY
 -
300
+ 1.3%
$33.5K - $37.8K
23.3K $2.92M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
291
+ 15.97%
$32.5K - $36.7K
2.11K $265K
Jul 31, 2023 Q2 2023
Tobam

BUY
 -
289
+ 9.45%
$32.2K - $36.5K
3.35K $419K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
286
New
$31.9K - $36.1K
286 $35.8K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
283
+ 3.33%
$31.6K - $35.7K
8.77K $1.1M
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
282
+ 0.09%
$31.5K - $35.6K
324K $40.6M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
278
+ 4.03%
$31K - $35.1K
7.18K $898K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
276
+ 1.82%
$30.8K - $34.8K
15.5K $1.94M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
273
+ 8.98%
$30.5K - $34.4K
3.31K $415K
Jul 12, 2023 Q2 2023
Marshall & Sullivan Inc

BUY
 -
270
+ 0.58%
$30.1K - $34.1K
46.6K $5.84M
Aug 14, 2023 Q2 2023
Soros Capital Management LLC

New York, NY
BUY
 -
269
+ 0.61%
$30K - $33.9K
44.4K $5.56M
Jul 20, 2023 Q2 2023
Ls Investment Advisors, LLC

BUY
 -
265
+ 0.19%
$29.6K - $33.4K
140K $17.5M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
264
+ 7.41%
$29.5K - $33.3K
3.83K $479K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
263
+ 8.39%
$29.3K - $33.2K
3.4K $425K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
263
+ 17.39%
$29.3K - $33.2K
1.78K $222K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
263
+ 0.79%
$29.3K - $33.2K
33.8K $4.23M
Jul 27, 2023 Q2 2023
Sentry Investment Management LLC

BUY
 -
261
+ 6.21%
$29.1K - $32.9K
4.47K $559K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
253
+ 1.55%
$28.2K - $31.9K
16.6K $2.08M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
252
+ 2.39%
$28.1K - $31.8K
10.8K $1.35M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
236
New
$26.3K - $29.8K
236 $29.5K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
232
+ 4.12%
$25.9K - $29.3K
5.87K $735K

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