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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-334- 2.11% |
$37.3K - $42.1K
|
15.5K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-335- 3.16% |
$37.4K - $42.3K
|
10.3K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-353- 0.68% |
$39.4K - $44.5K
|
51.4K
$6.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-356- 4.08% |
$39.7K - $44.9K
|
8.37K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-358- 13.81% |
$39.9K - $45.2K
|
2.24K
$280K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-360- 16.43% |
$40.2K - $45.4K
|
1.83K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-360- 11.28% |
$40.2K - $45.4K
|
2.83K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-363- 6.29% |
$40.5K - $45.8K
|
5.41K
$677K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-374- 3.62% |
$41.7K - $47.2K
|
9.96K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-375- 0.3% |
$41.8K - $47.3K
|
125K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-378- 3.74% |
$42.2K - $47.7K
|
9.72K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-380- 0.44% |
$42.4K - $47.9K
|
85.8K
$10.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-384- 6.31% |
$42.9K - $48.4K
|
5.71K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-396- 0.34% |
$44.2K - $50K
|
117K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-400- 2.02% |
$44.6K - $50.5K
|
19.4K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-403- 14.09% |
$45K - $50.8K
|
2.46K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-405- 7.14% |
$45.2K - $51.1K
|
5.27K
$660K
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-406- 5.95% |
$45.3K - $51.2K
|
6.41K
$803K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-416- 4.73% |
$46.4K - $52.5K
|
8.38K
$1.05M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-425- 1.59% |
$47.4K - $53.6K
|
26.3K
$3.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-428- 0.08% |
$47.8K - $54K
|
521K
$65.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-436- 1.93% |
$48.7K - $55K
|
22.2K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-446- 4.11% |
$49.8K - $56.3K
|
10.4K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-454- 35.69% |
$50.7K - $57.3K
|
818
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-455- 8.27% |
$50.8K - $57.4K
|
5.05K
$632K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-458- 13.18% |
$51.1K - $57.8K
|
3.02K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-461- 4.57% |
$51.4K - $58.2K
|
9.63K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-465- 0.14% |
$51.9K - $58.7K
|
339K
$42.4M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-470- 2.47% |
$52.4K - $59.3K
|
18.6K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-489- 1.41% |
$54.6K - $61.7K
|
34.3K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-489- 2.45% |
$54.6K - $61.7K
|
19.5K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-494- 16.82% |
$55.1K - $62.3K
|
2.44K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-506- 73.87% |
$56.5K - $63.8K
|
179
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-511- 1.72% |
$57K - $64.5K
|
29.1K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-513- 2.8% |
$57.2K - $64.7K
|
17.8K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-520- 10.9% |
$58K - $65.6K
|
4.25K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-530- 10.28% |
$59.1K - $66.9K
|
4.63K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-533- 0.96% |
$59.5K - $67.2K
|
55K
$6.88M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-550- 1.17% |
$61.4K - $69.4K
|
46.4K
$5.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-551- 4.38% |
$61.5K - $69.5K
|
12K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-564- 19.69% |
$62.9K - $71.1K
|
2.3K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-574- 11.26% |
$64.1K - $72.4K
|
4.52K
$566K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-577- 1.15% |
$64.4K - $72.8K
|
49.6K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-585- 1.63% |
$65.3K - $73.8K
|
35.4K
$4.43M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-585- 1.63% |
$65.3K - $73.8K
|
35.4K
$4.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-589- 9.41% |
$65.7K - $74.3K
|
5.67K
$710K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-602- 14.02% |
$67.2K - $75.9K
|
3.69K
$462K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-618- 16.87% |
$69K - $78K
|
3.05K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-621- 6.94% |
$69.3K - $78.3K
|
8.33K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-629- 1.29% |
$70.2K - $79.3K
|
48.1K
$6.02M
|