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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.33K+ 125.52% |
$372K - $420K
|
5.98K
$749K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 0.89% |
$371K - $420K
|
379K
$47.4M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
3.29K+ 74.09% |
$367K - $415K
|
7.72K
$967K
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
3.28KNew |
$366K - $414K
|
3.28K
$411K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.28K+ 486.65% |
$366K - $414K
|
3.95K
$495K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.21K+ 8.23% |
$358K - $404K
|
42.2K
$5.28M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.13K+ 1.38% |
$349K - $395K
|
231K
$28.9M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.12K+ 8.67% |
$348K - $394K
|
39.2K
$4.9M
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.01K+ 46.93% |
$336K - $380K
|
9.43K
$1.18M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 9.23% |
$336K - $380K
|
35.6K
$4.46M
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.92KNew |
$326K - $368K
|
2.92K
$365K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86K+ 14.09% |
$319K - $360K
|
23.1K
$2.89M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85K+ 115.2% |
$318K - $359K
|
5.32K
$666K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.83K+ 12.47% |
$316K - $357K
|
25.6K
$3.2M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.79K+ 0.4% |
$311K - $352K
|
703K
$88.1M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
2.78K+ 9.42% |
$310K - $350K
|
32.3K
$4.04M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.77K+ 6.1% |
$310K - $350K
|
48.3K
$6.04M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.77K+ 5.01% |
$309K - $349K
|
58K
$7.26M
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
2.72K+ 30.87% |
$304K - $344K
|
11.5K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.66K+ 2.93% |
$297K - $336K
|
93.5K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.65K+ 9.95% |
$296K - $335K
|
29.3K
$3.67M
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.65KNew |
$296K - $334K
|
2.65K
$332K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.64KNew |
$294K - $333K
|
2.64K
$330K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.6K+ 4.5% |
$290K - $328K
|
60.4K
$7.56M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.6K+ 37.06% |
$290K - $327K
|
9.6K
$1.2M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
2.6KNew |
$290K - $327K
|
2.6K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.59KNew |
$289K - $327K
|
2.59K
$325K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.56K+ 9.67% |
$285K - $323K
|
29K
$3.63M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.53KNew |
$282K - $319K
|
2.53K
$316K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.5K+ 8.29% |
$279K - $315K
|
32.6K
$4.08M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$276K - $312K
|
2.47K
$309K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.44KNew |
$273K - $308K
|
2.44K
$306K
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.39KNew |
$266K - $301K
|
2.39K
$299K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.35KNew |
$263K - $297K
|
2.35K
$295K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.34K+ 5.71% |
$261K - $295K
|
43.4K
$5.43M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 39.73% |
$261K - $295K
|
8.22K
$1.03M
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
2.33K+ 27.48% |
$260K - $294K
|
10.8K
$1.35M
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3K+ 3.66% |
$257K - $290K
|
65.2K
$8.16M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.3K+ 22.74% |
$257K - $290K
|
12.4K
$1.55M
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
2.3K+ 20.91% |
$257K - $290K
|
13.3K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$256K - $290K
|
2.3K
$287K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29K+ 47.32% |
$256K - $289K
|
7.14K
$893K
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.29KNew |
$256K - $289K
|
2.29K
$287K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 51.48% |
$254K - $287K
|
6.7K
$838K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.2K+ 19.7% |
$245K - $277K
|
13.3K
$1.67M
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
2.19KNew |
$244K - $276K
|
2.19K
$274K
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.19KNew |
$244K - $276K
|
2.19K
$274K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
2.16KNew |
$241K - $273K
|
2.16K
$271K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.15K+ 6.01% |
$240K - $271K
|
37.9K
$4.75M
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.15KNew |
$240K - $271K
|
2.15K
$269K
|