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 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.87K- 22.84% |
$208K - $235K
|
6.3K
$789K
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-2K- 2.8% |
$223K - $252K
|
69.5K
$8.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2K- 3.56% |
$224K - $253K
|
54.4K
$6.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.01K- 4.18% |
$224K - $253K
|
46K
$5.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.01K- 3.56% |
$224K - $253K
|
54.3K
$6.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.01K- 3.25% |
$224K - $253K
|
59.7K
$7.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.05K- 47.6% |
$229K - $259K
|
2.26K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.09K- 4.08% |
$233K - $263K
|
49K
$6.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.12K- 1.72% |
$236K - $267K
|
121K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.14K- 4.01% |
$239K - $270K
|
51.3K
$6.42M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.21K- 1.59% |
$246K - $278K
|
136K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.22K- 5.4% |
$247K - $279K
|
38.8K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.22K- 4.12% |
$248K - $280K
|
51.7K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Fosun International LTD
|
SELL
|
- |
-2.31K- 23.42% |
$258K - $291K
|
7.55K
$946K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.32K- 5.12% |
$259K - $293K
|
42.9K
$5.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.36K- 26.61% |
$263K - $298K
|
6.51K
$815K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.5K- 10.09% |
$278K - $315K
|
22.2K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.5K- 20.57% |
$279K - $315K
|
9.66K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.58K- 16.42% |
$288K - $326K
|
13.1K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.61K- 21.62% |
$291K - $329K
|
9.45K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-2.61K- 1.49% |
$291K - $329K
|
173K
$21.6M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.72K- 39.6% |
$304K - $344K
|
4.15K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.73K- 33.39% |
$304K - $344K
|
5.44K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.77K- 2.52% |
$309K - $349K
|
107K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.86K- 28.38% |
$319K - $360K
|
7.21K
$903K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.89K- 2.35% |
$322K - $364K
|
120K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.94K- 2.22% |
$328K - $371K
|
129K
$16.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.98K- 12.55% |
$333K - $376K
|
20.8K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.04K- 3.75% |
$340K - $384K
|
78K
$9.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.06K- 10.68% |
$341K - $386K
|
25.6K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.06K- 10.08% |
$342K - $386K
|
27.3K
$3.42M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.2K- 72.61% |
$357K - $403K
|
1.21K
$151K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.21K- 4.86% |
$358K - $404K
|
62.8K
$7.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.23K- 9.01% |
$360K - $407K
|
32.6K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.42K- 91.63% |
$381K - $431K
|
312
$39.1K
|
|
|
Jun 14, 2024
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-3.53K- 1.9% |
$394K - $446K
|
182K
$22.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.56K- 26.23% |
$397K - $449K
|
10K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.59K- 87.03% |
$401K - $453K
|
535
$67K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.66K- 3.91% |
$409K - $462K
|
90K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.7K- 39.73% |
$412K - $466K
|
5.61K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.7K- 4.84% |
$412K - $466K
|
72.6K
$9.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.76K- 3.41% |
$420K - $474K
|
106K
$13.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.77K- 30.06% |
$420K - $475K
|
8.76K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-3.81K- 3.49% |
$425K - $481K
|
105K
$13.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.82K- 2.62% |
$427K - $482K
|
142K
$17.8M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.96K- 42.12% |
$442K - $500K
|
5.45K
$682K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.01K- 4.7% |
$448K - $506K
|
81.4K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-4.08K- 10.46% |
$456K - $515K
|
34.9K
$4.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.16K- 7.49% |
$465K - $525K
|
51.5K
$6.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 61.13% |
$466K - $527K
|
2.66K
$332K
|