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 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.74KNew |
$641K - $724K
|
5.74K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.7K+ 12.57% |
$636K - $719K
|
51.1K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.64K+ 2.11% |
$629K - $711K
|
273K
$34.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
5.57K+ 20.49% |
$622K - $703K
|
32.8K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
5.47K+ 7.61% |
$611K - $691K
|
77.4K
$9.69M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.34K+ 3.47% |
$596K - $674K
|
159K
$19.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.31K+ 252.02% |
$593K - $670K
|
7.42K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.29K+ 13.29% |
$591K - $668K
|
45.1K
$5.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.19K+ 14.94% |
$580K - $655K
|
40K
$5M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.19K+ 208.99% |
$579K - $654K
|
7.67K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.16K+ 164.8% |
$575K - $650K
|
8.28K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.07K+ 83.57% |
$565K - $639K
|
11.1K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.05K+ 4629.36% |
$563K - $637K
|
5.16K
$645K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$543K - $614K
|
4.87K
$609K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.79K+ 16.29% |
$535K - $604K
|
34.2K
$4.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.7K+ 25.32% |
$524K - $592K
|
23.2K
$2.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.67K+ 3.1% |
$521K - $588K
|
155K
$19.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.64K+ 85.52% |
$518K - $585K
|
10.1K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.61KNew |
$515K - $582K
|
4.61K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.51K+ 9.54% |
$503K - $568K
|
51.7K
$6.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.4K+ 178.84% |
$491K - $555K
|
6.87K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.4KNew |
$491K - $555K
|
4.4K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.35K+ 33.86% |
$486K - $549K
|
17.2K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34K+ 43.07% |
$485K - $548K
|
14.4K
$1.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.32K+ 9.55% |
$483K - $545K
|
49.6K
$6.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.29K+ 127.29% |
$478K - $541K
|
7.65K
$958K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.28K+ 51.63% |
$478K - $540K
|
12.6K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.27KNew |
$476K - $538K
|
4.27K
$534K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.24KNew |
$474K - $535K
|
4.24K
$531K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.23K+ 5.38% |
$471K - $533K
|
82.7K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.17K+ 3.56% |
$465K - $525K
|
121K
$15.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.15K+ 12.22% |
$463K - $523K
|
38.1K
$4.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.14K+ 7.6% |
$462K - $523K
|
58.6K
$7.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.08KNew |
$455K - $515K
|
4.08K
$511K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.04K+ 25.5% |
$451K - $510K
|
19.9K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.95K+ 7.67% |
$440K - $498K
|
55.4K
$6.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$439K - $496K
|
3.93K
$492K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.92KNew |
$437K - $494K
|
3.92K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.82K+ 42.14% |
$426K - $481K
|
12.9K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.81KNew |
$425K - $481K
|
3.81K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.71K+ 10.02% |
$414K - $468K
|
40.7K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.68K+ 387.79% |
$411K - $465K
|
4.63K
$580K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.67KNew |
$410K - $463K
|
3.67K
$460K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.63K+ 16.14% |
$405K - $458K
|
26.1K
$3.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.57KNew |
$399K - $451K
|
3.57K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 61.86% |
$398K - $450K
|
9.33K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3.53K+ 1084.05% |
$394K - $446K
|
3.86K
$483K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.51K+ 182.55% |
$392K - $443K
|
5.44K
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.38KNew |
$377K - $426K
|
3.38K
$423K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.36K+ 2.81% |
$375K - $424K
|
123K
$15.4M
|