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 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
232+ 1.35% |
$25.9K - $29.3K
|
17.4K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
227+ 9.37% |
$25.3K - $28.6K
|
2.65K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
226+ 0.25% |
$25.2K - $28.5K
|
89.2K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
225+ 71.66% |
$25.1K - $28.4K
|
539
$67.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
219+ 2.52% |
$24.4K - $27.6K
|
8.91K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
215+ 2.19% |
$24K - $27.1K
|
10K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
212+ 9.61% |
$23.7K - $26.7K
|
2.42K
$303K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
212New |
$23.7K - $26.7K
|
212
$26.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
211+ 3.76% |
$23.5K - $26.6K
|
5.83K
$730K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
201+ 9.78% |
$22.4K - $25.4K
|
2.26K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200+ 7.72% |
$22.3K - $25.2K
|
2.79K
$349K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
198+ 3.1% |
$22.1K - $25K
|
6.59K
$824K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
195+ 0.33% |
$21.8K - $24.6K
|
59.2K
$7.41M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
191+ 0.34% |
$21.3K - $24.1K
|
56.9K
$7.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
191+ 0.49% |
$21.3K - $24.1K
|
39.2K
$4.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
189+ 1.68% |
$21.1K - $23.8K
|
11.5K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
184+ 0.26% |
$20.5K - $23.2K
|
70.6K
$8.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
176+ 8800.0% |
$19.6K - $22.2K
|
178
$22.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
175+ 0.17% |
$19.5K - $22.1K
|
106K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
173+ 0.52% |
$19.3K - $21.8K
|
33.4K
$4.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
170+ 3.04% |
$19K - $21.4K
|
5.77K
$723K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
169+ 0.88% |
$18.9K - $21.3K
|
19.3K
$2.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
166+ 2.29% |
$18.5K - $20.9K
|
7.43K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
166+ 1.78% |
$18.5K - $20.9K
|
9.47K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164+ 8.58% |
$18.3K - $20.7K
|
2.08K
$260K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
163+ 0.3% |
$18.2K - $20.6K
|
53.7K
$6.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
156+ 0.37% |
$17.4K - $19.7K
|
42.4K
$5.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
151+ 9.3% |
$16.9K - $19K
|
1.77K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
147+ 0.39% |
$16.4K - $18.5K
|
37.5K
$4.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
145+ 2.03% |
$16.2K - $18.3K
|
7.28K
$911K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
144+ 5.0% |
$16.1K - $18.2K
|
3.03K
$379K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
142+ 0.98% |
$15.8K - $17.9K
|
14.6K
$1.83M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
140+ 0.19% |
$15.6K - $17.7K
|
72.4K
$9.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
134+ 0.49% |
$15K - $16.9K
|
27.7K
$3.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
131+ 1.56% |
$14.6K - $16.5K
|
8.52K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
129+ 0.06% |
$14.4K - $16.3K
|
210K
$26.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
127+ 2.29% |
$14.2K - $16K
|
5.67K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
127+ 4.03% |
$14.2K - $16K
|
3.28K
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 6.94% |
$14.1K - $15.9K
|
1.94K
$243K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
119+ 2.65% |
$13.3K - $15K
|
4.62K
$578K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
118+ 4.56% |
$13.2K - $14.9K
|
2.71K
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
118+ 0.93% |
$13.2K - $14.9K
|
12.9K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
113+ 0.36% |
$12.6K - $14.3K
|
31.5K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
113+ 0.38% |
$12.6K - $14.3K
|
29.8K
$3.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
109+ 5.43% |
$12.2K - $13.8K
|
2.12K
$265K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
106+ 3.51% |
$11.8K - $13.4K
|
3.13K
$392K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105+ 0.61% |
$11.7K - $13.2K
|
17.4K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
105+ 4.67% |
$11.7K - $13.2K
|
2.35K
$295K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
105New |
$11.7K - $13.2K
|
105
$13.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
104+ 0.35% |
$11.6K - $13.1K
|
29.9K
$3.74M
|