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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$11.2K - $12.6K
|
100
$12.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
95+ 0.19% |
$10.6K - $12K
|
49K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
95+ 1.88% |
$10.6K - $12K
|
5.15K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
94+ 4.64% |
$10.5K - $11.9K
|
2.12K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 5.06% |
$10.5K - $11.9K
|
1.95K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
93New |
$10.4K - $11.7K
|
93
$11.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
92+ 1.42% |
$10.3K - $11.6K
|
6.57K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
90+ 0.75% |
$10K - $11.4K
|
12K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
90+ 2.91% |
$10K - $11.4K
|
3.19K
$399K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
90+ 4.08% |
$10K - $11.4K
|
2.3K
$287K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
90New |
$10K - $11.4K
|
90
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
89+ 4.41% |
$9.93K - $11.2K
|
2.11K
$264K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
88+ 0.01% |
$9.82K - $11.1K
|
687K
$86M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87+ 0.03% |
$9.71K - $11K
|
288K
$36M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
87+ 0.76% |
$9.71K - $11K
|
11.6K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
82+ 1.46% |
$9.15K - $10.3K
|
5.7K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
78+ 2.3% |
$8.7K - $9.84K
|
3.46K
$433K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 4.49% |
$8.59K - $9.71K
|
1.79K
$224K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
76+ 0.34% |
$8.48K - $9.59K
|
22.6K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
76+ 0.12% |
$8.48K - $9.59K
|
64.5K
$8.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
75New |
$8.37K - $9.46K
|
75
$9.39K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
75+ 0.86% |
$8.37K - $9.46K
|
8.81K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
75+ 0.23% |
$8.37K - $9.46K
|
32.4K
$4.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
74New |
$8.26K - $9.34K
|
74
$9.26K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
71+ 0.2% |
$7.92K - $8.96K
|
34.8K
$4.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
68+ 1.16% |
$7.59K - $8.58K
|
5.94K
$744K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
65+ 1.52% |
$7.25K - $8.2K
|
4.34K
$544K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
63+ 0.38% |
$7.03K - $7.95K
|
16.6K
$2.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 2.53% |
$7.03K - $7.95K
|
2.55K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
61+ 0.12% |
$6.81K - $7.7K
|
51.1K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
56+ 0.37% |
$6.25K - $7.06K
|
15.3K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
55+ 0.91% |
$6.14K - $6.94K
|
6.11K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
52+ 0.23% |
$5.8K - $6.56K
|
22.6K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
50+ 0.57% |
$5.58K - $6.31K
|
8.84K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 0.54% |
$5.47K - $6.18K
|
9.15K
$1.15M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
48New |
$5.36K - $6.06K
|
48
$6.01K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 58.54% |
$5.36K - $6.06K
|
130
$16.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 34.65% |
$4.91K - $5.55K
|
171
$21.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42+ 1.26% |
$4.69K - $5.3K
|
3.39K
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
41+ 1.83% |
$4.58K - $5.17K
|
2.28K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
38+ 0.7% |
$4.24K - $4.79K
|
5.47K
$685K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37New |
$4.13K - $4.67K
|
37
$4.63K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 12.33% |
$4.02K - $4.54K
|
328
$41.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 12.33% |
$4.02K - $4.54K
|
328
$41.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35+ 0.11% |
$3.91K - $4.42K
|
32.5K
$4.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
35+ 1.82% |
$3.91K - $4.42K
|
1.96K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35+ 1.87% |
$3.91K - $4.42K
|
1.91K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$3.79K - $4.29K
|
34
$4.26K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
34+ 26.36% |
$3.79K - $4.29K
|
163
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
33+ 0.83% |
$3.68K - $4.16K
|
4.03K
$504K
|