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 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
10.3K+ 3.96% |
$1.15M - $1.3M
|
271K
$33.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.2K+ 11.36% |
$1.14M - $1.28M
|
99.7K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.1KNew |
$1.13M - $1.27M
|
10.1K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.9KNew |
$1.1M - $1.25M
|
9.9K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.74K+ 335.72% |
$1.09M - $1.23M
|
12.6K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
9.71K+ 304.39% |
$1.08M - $1.22M
|
12.9K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
9.37K+ 178.92% |
$1.05M - $1.18M
|
14.6K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
9.27KNew |
$1.03M - $1.17M
|
9.27K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9.17KNew |
$1.02M - $1.16M
|
9.17K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07K+ 8.96% |
$1.01M - $1.14M
|
110K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.94K+ 190.9% |
$997K - $1.13M
|
13.6K
$1.71M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.9K+ 481.18% |
$993K - $1.12M
|
10.7K
$1.35M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.44K+ 15.22% |
$942K - $1.06M
|
63.9K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.26KNew |
$921K - $1.04M
|
8.26K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
8.14K+ 2.3% |
$908K - $1.03M
|
362K
$45.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
8.04KNew |
$897K - $1.01M
|
8.04K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
7.91K+ 7.32% |
$883K - $998K
|
116K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.85K+ 9.23% |
$876K - $990K
|
92.9K
$11.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.78KNew |
$868K - $981K
|
7.78K
$974K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
7.53K+ 6.71% |
$840K - $950K
|
120K
$15M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
7.5K+ 125.0% |
$837K - $946K
|
13.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.49K+ 3.91% |
$836K - $945K
|
199K
$24.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.46K+ 35.67% |
$832K - $941K
|
28.4K
$3.55M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
7.24K+ 186.62% |
$808K - $913K
|
11.1K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
7.22K+ 117.12% |
$806K - $911K
|
13.4K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
7.12K+ 22.17% |
$794K - $898K
|
39.2K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.89KNew |
$769K - $869K
|
6.89K
$863K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.88K+ 1698.02% |
$767K - $868K
|
7.28K
$912K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6.83K+ 80.61% |
$763K - $862K
|
15.3K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.83KNew |
$762K - $861K
|
6.83K
$855K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.8K+ 2.91% |
$759K - $858K
|
241K
$30.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.78K+ 162.67% |
$756K - $855K
|
10.9K
$1.37M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.78K+ 162.67% |
$756K - $855K
|
10.9K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
6.63KNew |
$739K - $836K
|
6.63K
$829K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.6K+ 74.3% |
$737K - $833K
|
15.5K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
6.54K+ 4.08% |
$729K - $825K
|
167K
$20.9M
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
6.54K+ 4.08% |
$729K - $825K
|
167K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$706K - $799K
|
6.33K
$793K
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
6.32K+ 59.16% |
$706K - $798K
|
17K
$2.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.31KNew |
$704K - $796K
|
6.31K
$790K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.3K+ 143.51% |
$703K - $794K
|
10.7K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
6.08K+ 32.56% |
$678K - $767K
|
24.8K
$3.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.98K+ 260.28% |
$667K - $754K
|
8.27K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.94KNew |
$663K - $749K
|
5.94K
$743K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.92KNew |
$660K - $747K
|
5.92K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.87KNew |
$655K - $741K
|
5.87K
$735K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.85K+ 2.36% |
$653K - $738K
|
253K
$31.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.82K+ 4.15% |
$649K - $734K
|
146K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.77K+ 9.2% |
$644K - $728K
|
68.5K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.77KNew |
$644K - $728K
|
5.77K
$722K
|