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 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-643- 0.44% |
$71.8K - $81.1K
|
145K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-648- 1.37% |
$72.3K - $81.7K
|
46.6K
$5.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-655- 12.76% |
$73.1K - $82.6K
|
4.48K
$561K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-658- 18.09% |
$73.4K - $83K
|
2.98K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-659- 2.63% |
$73.5K - $83.1K
|
24.4K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-666- 3.64% |
$74.3K - $84K
|
17.6K
$2.21M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-670- 2.03% |
$74.8K - $84.5K
|
32.3K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-679- 2.46% |
$75.8K - $85.7K
|
26.9K
$3.37M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-680- 35.81% |
$75.9K - $85.8K
|
1.22K
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-685- 21.41% |
$76.4K - $86.4K
|
2.52K
$315K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-689- 7.81% |
$76.9K - $86.9K
|
8.14K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-699- 5.31% |
$78K - $88.2K
|
12.5K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-700- 15.77% |
$78.1K - $88.3K
|
3.74K
$468K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-703- 5.43% |
$78.4K - $88.7K
|
12.2K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-704- 14.9% |
$78.6K - $88.8K
|
4.02K
$504K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-716- 4.61% |
$79.9K - $90.3K
|
14.8K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-723- 6.26% |
$80.7K - $91.2K
|
10.8K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-724- 28.28% |
$80.8K - $91.3K
|
1.84K
$230K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-735- 8.63% |
$82K - $92.7K
|
7.78K
$974K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-746- 0.76% |
$83.2K - $94.1K
|
97.5K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-749- 7.07% |
$83.6K - $94.5K
|
9.84K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-756- 9.65% |
$84.4K - $95.4K
|
7.08K
$887K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-770- 3.64% |
$85.9K - $97.1K
|
20.4K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-787- 23.94% |
$87.8K - $99.3K
|
2.5K
$313K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-795- 31.39% |
$88.7K - $100K
|
1.74K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-797- 5.22% |
$88.9K - $101K
|
14.5K
$1.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-800- 5.69% |
$89.3K - $101K
|
13.3K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-801- 24.01% |
$89.4K - $101K
|
2.54K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-802- 6.25% |
$89.5K - $101K
|
12K
$1.51M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-813- 1.23% |
$90.7K - $103K
|
65.2K
$8.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-824- 1.49% |
$92K - $104K
|
54.5K
$6.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-834- 0.54% |
$93.1K - $105K
|
154K
$19.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-839- 1.23% |
$93.6K - $106K
|
67.1K
$8.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-847- 4.43% |
$94.5K - $107K
|
18.3K
$2.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-850- 20.6% |
$94.9K - $107K
|
3.28K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-855- 3.24% |
$95.4K - $108K
|
25.5K
$3.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
SELL
|
- |
-860- 0.56% |
$96K - $108K
|
154K
$19.3M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-909- 3.29% |
$101K - $115K
|
26.8K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-913- 3.28% |
$102K - $115K
|
26.9K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-920- 2.87% |
$103K - $116K
|
31.1K
$3.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-929- 3.12% |
$104K - $117K
|
28.9K
$3.61M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-950- 9.67% |
$106K - $120K
|
8.88K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-951- 0.45% |
$106K - $120K
|
211K
$26.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-955- 3.58% |
$107K - $120K
|
25.7K
$3.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-972- 1.03% |
$108K - $123K
|
93.2K
$11.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-994- 47.22% |
$111K - $125K
|
1.11K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1K- 6.35% |
$112K - $126K
|
14.8K
$1.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-1K- 3.52% |
$112K - $127K
|
27.5K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 33.3% |
$113K - $127K
|
2.02K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.04K- 0.16% |
$116K - $131K
|
639K
$80M
|