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 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-89- 0.5% |
$9.93K - $11.2K
|
17.6K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-89- 5.59% |
$9.93K - $11.2K
|
1.5K
$188K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-92- 1.18% |
$10.3K - $11.6K
|
7.7K
$964K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-94- 3.73% |
$10.5K - $11.9K
|
2.42K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-95- 0.45% |
$10.6K - $12K
|
21.1K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-96- 3.01% |
$10.7K - $12.1K
|
3.09K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-99- 2.87% |
$11K - $12.5K
|
3.36K
$420K
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.26% |
$11.2K - $12.6K
|
4.33K
$542K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-100- 3.24% |
$11.2K - $12.6K
|
2.99K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.72% |
$11.2K - $12.6K
|
3.58K
$449K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-100- 0.3% |
$11.2K - $12.6K
|
32.8K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-100- 0.26% |
$11.2K - $12.6K
|
38.5K
$4.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-105- 0.12% |
$11.7K - $13.2K
|
89.3K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-106- 1.69% |
$11.8K - $13.4K
|
6.18K
$774K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-106- 1.57% |
$11.8K - $13.4K
|
6.64K
$831K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-110- 3.09% |
$12.3K - $13.9K
|
3.45K
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-110- 13.29% |
$12.3K - $13.9K
|
718
$89.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-112- 3.28% |
$12.5K - $14.1K
|
3.3K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-112- 1.37% |
$12.5K - $14.1K
|
8.05K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-113- 5.01% |
$12.6K - $14.3K
|
2.14K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-113- 6.8% |
$12.6K - $14.3K
|
1.55K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-113- 1.51% |
$12.6K - $14.3K
|
7.38K
$923K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-116- 0.73% |
$12.9K - $14.6K
|
15.7K
$1.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-119- 3.36% |
$13.3K - $15K
|
3.42K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-119- 0.5% |
$13.3K - $15K
|
23.6K
$2.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-120- 2.93% |
$13.4K - $15.1K
|
3.97K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-120- 2.51% |
$13.4K - $15.1K
|
4.67K
$584K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-121- 1.3% |
$13.5K - $15.3K
|
9.19K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-121- 2.4% |
$13.5K - $15.3K
|
4.93K
$617K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-126- 3.3% |
$14.1K - $15.9K
|
3.69K
$462K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-127- 0.33% |
$14.2K - $16K
|
37.9K
$4.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-127- 5.25% |
$14.2K - $16K
|
2.29K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-127- 0.53% |
$14.2K - $16K
|
23.7K
$2.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-130- 2.71% |
$14.5K - $16.4K
|
4.68K
$585K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139- 1.32% |
$15.5K - $17.5K
|
10.4K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-140- 5.84% |
$15.6K - $17.7K
|
2.26K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-140- 2.97% |
$15.6K - $17.7K
|
4.58K
$573K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 2.03% |
$15.8K - $17.9K
|
6.85K
$858K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-143- 5.81% |
$16K - $18K
|
2.32K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-144- 24.08% |
$16.1K - $18.2K
|
454
$56.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-145- 5.67% |
$16.2K - $18.3K
|
2.41K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-147- 3.48% |
$16.4K - $18.5K
|
4.08K
$511K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-147- 35.08% |
$16.4K - $18.5K
|
272
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-148- 1.13% |
$16.5K - $18.7K
|
13K
$1.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-150- 0.62% |
$16.7K - $18.9K
|
24.2K
$3.03M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-152- 0.33% |
$17K - $19.2K
|
46.2K
$5.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-155- 0.19% |
$17.3K - $19.6K
|
80.1K
$10M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-159- 3.32% |
$17.7K - $20.1K
|
4.64K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-160- 3.82% |
$17.9K - $20.2K
|
4.03K
$504K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-164- 0.73% |
$18.3K - $20.7K
|
22.4K
$2.8M
|