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 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 0.81% |
$3.68K - $4.16K
|
4.09K
$512K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 0.81% |
$3.68K - $4.16K
|
4.09K
$512K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
30+ 0.99% |
$3.35K - $3.78K
|
3.05K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30+ 15.63% |
$3.35K - $3.78K
|
222
$27.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29+ 0.05% |
$3.24K - $3.66K
|
53K
$6.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
28+ 0.53% |
$3.12K - $3.53K
|
5.27K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
28+ 0.74% |
$3.12K - $3.53K
|
3.83K
$479K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
27+ 1.28% |
$3.01K - $3.41K
|
2.13K
$267K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
26+ 1.14% |
$2.9K - $3.28K
|
2.3K
$288K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
25+ 1.07% |
$2.79K - $3.15K
|
2.37K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25+ 0.84% |
$2.79K - $3.15K
|
3.01K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 1.07% |
$2.79K - $3.15K
|
2.36K
$295K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 8.57% |
$2.68K - $3.03K
|
304
$38.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
24+ 0.52% |
$2.68K - $3.03K
|
4.61K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24+ 0.36% |
$2.68K - $3.03K
|
6.69K
$837K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23+ 0.77% |
$2.57K - $2.9K
|
3.02K
$378K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 1.09% |
$2.45K - $2.78K
|
2.04K
$255K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
21+ 0.96% |
$2.34K - $2.65K
|
2.2K
$276K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 0.16% |
$2.34K - $2.65K
|
13.4K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21+ 0.68% |
$2.34K - $2.65K
|
3.09K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.14% |
$2.23K - $2.52K
|
13.8K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.34% |
$2.23K - $2.52K
|
5.91K
$740K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.45% |
$2.23K - $2.52K
|
4.47K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.08% |
$2.23K - $2.52K
|
24.9K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 0.12% |
$2.01K - $2.27K
|
15.3K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
18+ 0.34% |
$2.01K - $2.27K
|
5.37K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.24% |
$2.01K - $2.27K
|
7.54K
$944K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
17+ 0.06% |
$1.9K - $2.14K
|
26.3K
$3.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17+ 0.87% |
$1.9K - $2.14K
|
1.97K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.9K - $2.14K
|
17
$2.13K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 0.91% |
$1.56K - $1.77K
|
1.55K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 11.5% |
$1.45K - $1.64K
|
126
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 0.05% |
$1.23K - $1.39K
|
24.3K
$3.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
10+ 0.54% |
$1.12K - $1.26K
|
1.85K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.72% |
$1.12K - $1.26K
|
591
$74K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 13.33% |
$893 - $1.01K
|
68
$8.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.31% |
$893 - $1.01K
|
2.62K
$328K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 0.42% |
$893 - $1.01K
|
1.9K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8+ 0.01% |
$893 - $1.01K
|
108K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 1.28% |
$893 - $1.01K
|
635
$79.5K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7+ 0.03% |
$781 - $883
|
24.4K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.08% |
$781 - $883
|
9.13K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.04% |
$670 - $757
|
14.2K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 3.68% |
$670 - $757
|
169
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
6+ 0.02% |
$670 - $757
|
28.8K
$3.61M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$558 - $631
|
10.7K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5+ 0.09% |
$558 - $631
|
5.34K
$669K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 2.76% |
$558 - $631
|
186
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.19% |
$558 - $631
|
2.64K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.4% |
$558 - $631
|
361
$45.2K
|