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 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.29K- 52.46% |
$479K - $542K
|
3.89K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.29K- 0.22% |
$479K - $542K
|
1.99M
$249M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4.31K- 36.44% |
$481K - $543K
|
7.51K
$941K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.43K- 5.13% |
$494K - $559K
|
81.9K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.44K- 0.71% |
$495K - $560K
|
624K
$78.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 25.25% |
$496K - $561K
|
13.2K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-4.65K- 0.89% |
$519K - $587K
|
520K
$65M
|
|
|
Aug 14, 2023
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-4.67K- 2.46% |
$522K - $590K
|
185K
$23.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.01K- 4.88% |
$559K - $632K
|
97.7K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.03K- 67.64% |
$562K - $635K
|
2.41K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.22K- 40.34% |
$583K - $659K
|
7.73K
$967K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-5.33K- 50.01% |
$594K - $672K
|
5.33K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-5.35K- 12.23% |
$596K - $674K
|
38.3K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-5.44K- 1.13% |
$607K - $686K
|
475K
$59.5M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-5.44K- 1.13% |
$607K - $686K
|
475K
$59.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.58K- 3.03% |
$623K - $704K
|
179K
$22.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-5.65K- 17.55% |
$630K - $712K
|
26.5K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-5.82K- 0.34% |
$649K - $734K
|
1.7M
$212M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.93K- 0.65% |
$661K - $747K
|
912K
$114M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-6.02K- 2.17% |
$671K - $759K
|
271K
$34M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.04K- 6.53% |
$674K - $762K
|
86.5K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-6.4K- 21.32% |
$714K - $808K
|
23.6K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Focused Investors LLC
|
SELL
|
- |
-6.6K- 0.53% |
$736K - $833K
|
1.23M
$154M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.61K- 48.38% |
$737K - $833K
|
7.05K
$882K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.63K- 17.62% |
$740K - $836K
|
31K
$3.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.7K- 10.63% |
$748K - $846K
|
56.3K
$7.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-6.81K- 17.75% |
$759K - $858K
|
31.5K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7K- 2.86% |
$781K - $883K
|
238K
$29.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-7.05K- 1.55% |
$787K - $889K
|
449K
$56.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-7.09K- 18.97% |
$791K - $895K
|
30.3K
$3.79M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-7.33K- 2.19% |
$818K - $924K
|
327K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.52K- 50.59% |
$839K - $949K
|
7.35K
$920K
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-7.71K- 3.53% |
$861K - $973K
|
211K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.78K- 1.96% |
$868K - $981K
|
389K
$48.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-8.04K- 3.81% |
$897K - $1.01M
|
203K
$25.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.04K- 2.33% |
$897K - $1.01M
|
337K
$42.2M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.04K- 2.33% |
$897K - $1.01M
|
337K
$42.2M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-8.05K- 25.41% |
$898K - $1.02M
|
23.6K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-8.16K- 30.01% |
$911K - $1.03M
|
19K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.25K- 34.3% |
$921K - $1.04M
|
15.8K
$1.98M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-8.28K- 51.96% |
$924K - $1.04M
|
7.65K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.31K- 57.03% |
$927K - $1.05M
|
6.26K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-8.37K- 20.6% |
$934K - $1.06M
|
32.3K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.46K- 8.7% |
$944K - $1.07M
|
88.8K
$11.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.01K- 5.25% |
$1.01M - $1.14M
|
163K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.07K- 0.37% |
$1.01M - $1.14M
|
2.44M
$306M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-9.13K- 28.92% |
$1.02M - $1.15M
|
22.5K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-9.16K- 8.57% |
$1.02M - $1.16M
|
97.7K
$12.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-9.47K- 2.67% |
$1.06M - $1.19M
|
345K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-9.66K- 11.37% |
$1.08M - $1.22M
|
75.3K
$9.43M
|