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
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.04K- 1.03% |
$116K - $131K
|
100K
$12.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.07K- 10.52% |
$120K - $135K
|
9.11K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.11K- 0.78% |
$124K - $140K
|
141K
$17.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.12K- 11.19% |
$125K - $141K
|
8.86K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 11.4% |
$126K - $142K
|
8.75K
$1.09M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.14K- 1.67% |
$127K - $144K
|
67.1K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-1.14K- 3.81% |
$127K - $144K
|
28.8K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.17K- 41.3% |
$130K - $147K
|
1.66K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.18K- 1.1% |
$131K - $148K
|
105K
$13.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 2.23% |
$131K - $149K
|
51.6K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 7.99% |
$132K - $149K
|
13.6K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.22K- 4.92% |
$136K - $154K
|
23.6K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.24K- 3.07% |
$138K - $156K
|
39K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.25K- 0.55% |
$140K - $158K
|
225K
$28.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 3.1% |
$141K - $159K
|
39.5K
$4.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.3K- 2.03% |
$145K - $164K
|
62.8K
$7.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.3K- 2.75% |
$145K - $164K
|
45.9K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.31K- 3.39% |
$146K - $165K
|
37.2K
$4.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.31K- 0.56% |
$146K - $165K
|
233K
$29.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.34K- 20.46% |
$149K - $169K
|
5.2K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 61.53% |
$151K - $171K
|
847
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 11.81% |
$153K - $173K
|
10.3K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.38K- 20.57% |
$154K - $174K
|
5.33K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 5.64% |
$155K - $175K
|
23.2K
$2.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.4K- 17.72% |
$156K - $177K
|
6.5K
$814K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.41K- 0.85% |
$157K - $177K
|
164K
$20.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$158K - $179K
|
43.9K
$5.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.43K- 9.64% |
$160K - $180K
|
13.4K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 5.67% |
$163K - $185K
|
24.3K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.5K- 5.28% |
$167K - $189K
|
26.9K
$3.37M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.55K- 2.13% |
$172K - $195K
|
71.1K
$8.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.56K- 2.83% |
$174K - $197K
|
53.6K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.56K- 14.64% |
$174K - $197K
|
9.09K
$1.14M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.6K- 9.16% |
$179K - $202K
|
15.9K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.62K- 1.93% |
$180K - $204K
|
82.2K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 17.83% |
$182K - $206K
|
7.53K
$943K
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.66K- 1.6% |
$185K - $210K
|
102K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.69K- 8.09% |
$188K - $213K
|
19.2K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.73K- 2.31% |
$193K - $218K
|
73.1K
$9.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.75K- 44.4% |
$195K - $220K
|
2.19K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 32.38% |
$195K - $221K
|
3.65K
$457K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 32.38% |
$195K - $221K
|
3.65K
$457K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.81K- 0.8% |
$202K - $228K
|
225K
$28.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.81K- 11.39% |
$202K - $229K
|
14.1K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.82K- 13.28% |
$203K - $229K
|
11.9K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 7.41% |
$203K - $230K
|
22.8K
$2.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.84K- 3.4% |
$205K - $232K
|
52.1K
$6.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.85K- 18.43% |
$206K - $233K
|
8.18K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.85K- 12.2% |
$206K - $233K
|
13.3K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.85K- 5.82% |
$206K - $233K
|
29.9K
$3.75M
|