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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-165- 32.74% |
$18.4K - $20.8K
|
339
$42.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-167- 1.36% |
$18.6K - $21.1K
|
12.1K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-168- 1.67% |
$18.7K - $21.2K
|
9.91K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-169- 0.54% |
$18.9K - $21.3K
|
31.1K
$3.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-170- 1.46% |
$19K - $21.4K
|
11.5K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-170- 7.87% |
$19K - $21.4K
|
1.99K
$249K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-170- 26.44% |
$19K - $21.4K
|
473
$59.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-171- 0.72% |
$19.1K - $21.6K
|
23.6K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-173- 2.77% |
$19.3K - $21.8K
|
6.06K
$759K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-176- 0.13% |
$19.6K - $22.2K
|
132K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-178- 0.37% |
$19.9K - $22.5K
|
47.9K
$5.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-183- 0.21% |
$20.4K - $23.1K
|
88.1K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-185- 2.24% |
$20.6K - $23.3K
|
8.06K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-190- 6.03% |
$21.2K - $24K
|
2.96K
$371K
|
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-200- 0.08% |
$22.3K - $25.2K
|
248K
$31M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 3.15% |
$22.3K - $25.2K
|
6.15K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-200- 10.31% |
$22.3K - $25.2K
|
1.74K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.39% |
$22.3K - $25.2K
|
1.93K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-202- 2.18% |
$22.5K - $25.5K
|
9.05K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-205- 2.53% |
$22.9K - $25.9K
|
7.89K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-205- 1.89% |
$22.9K - $25.9K
|
10.6K
$1.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-212- 2.8% |
$23.7K - $26.7K
|
7.36K
$922K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-216- 10.75% |
$24.1K - $27.2K
|
1.79K
$225K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-216- 3.18% |
$24.1K - $27.2K
|
6.58K
$824K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-225- 0.68% |
$25.1K - $28.4K
|
32.8K
$4.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-228- 4.83% |
$25.4K - $28.8K
|
4.49K
$562K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-233- 12.92% |
$26K - $29.4K
|
1.57K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-240- 0.52% |
$26.8K - $30.3K
|
45.7K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-240- 0.18% |
$26.8K - $30.3K
|
130K
$16.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 12.54% |
$27.9K - $31.5K
|
1.74K
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-250- 1.04% |
$27.9K - $31.5K
|
23.9K
$2.99M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-250- 7.66% |
$27.9K - $31.5K
|
3.01K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-258- 11.81% |
$28.8K - $32.5K
|
1.93K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-260- 0.52% |
$29K - $32.8K
|
49.3K
$6.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-264- 1.33% |
$29.5K - $33.3K
|
19.6K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-269- 2.8% |
$30K - $33.9K
|
9.35K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-278- 3.31% |
$31K - $35.1K
|
8.12K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-280- 14.63% |
$31.2K - $35.3K
|
1.63K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-280- 2.37% |
$31.2K - $35.3K
|
11.5K
$1.45M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-280- 5.29% |
$31.2K - $35.3K
|
5.01K
$627K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-287- 0.36% |
$32K - $36.2K
|
78.8K
$9.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-295- 0.06% |
$32.9K - $37.2K
|
483K
$60.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-296- 6.52% |
$33K - $37.3K
|
4.25K
$531K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-300- 0.46% |
$33.5K - $37.8K
|
64.9K
$8.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-300- 9.48% |
$33.5K - $37.8K
|
2.86K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-300- 0.37% |
$33.5K - $37.8K
|
81.4K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-301- 6.85% |
$33.6K - $38K
|
4.09K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-302- 0.95% |
$33.7K - $38.1K
|
31.6K
$3.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-324- 2.31% |
$36.2K - $40.9K
|
13.7K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-331- 10.31% |
$36.9K - $41.8K
|
2.88K
$360K
|