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 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.14K+ 12.82% |
$239K - $270K
|
18.8K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.13KNew |
$237K - $268K
|
2.13K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.12K+ 19.94% |
$236K - $267K
|
12.7K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1KNew |
$235K - $265K
|
2.1K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.1K+ 9.73% |
$234K - $265K
|
23.7K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.08K+ 13.74% |
$232K - $262K
|
17.2K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 94.09% |
$231K - $261K
|
4.27K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.06KNew |
$230K - $260K
|
2.06K
$258K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.04K+ 10.02% |
$227K - $257K
|
22.4K
$2.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03K+ 32.22% |
$227K - $256K
|
8.33K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99KNew |
$222K - $251K
|
1.99K
$249K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.94KNew |
$217K - $245K
|
1.94K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.93K+ 25.07% |
$215K - $243K
|
9.62K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.92KNew |
$215K - $243K
|
1.92K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$213K - $241K
|
1.91K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.91KNew |
$213K - $240K
|
1.91K
$239K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$209K - $236K
|
1.87K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.87K+ 32.93% |
$209K - $236K
|
7.55K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.85K+ 26.02% |
$206K - $233K
|
8.96K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.84KNew |
$205K - $232K
|
1.84K
$230K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.82K+ 3.44% |
$203K - $230K
|
54.8K
$6.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.82K+ 4.68% |
$203K - $230K
|
40.7K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.82K+ 85.98% |
$203K - $229K
|
3.93K
$492K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.79KNew |
$200K - $226K
|
1.79K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$199K - $225K
|
1.78K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.77K+ 1.08% |
$197K - $223K
|
165K
$20.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.76KNew |
$197K - $222K
|
1.76K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.76K+ 2.08% |
$196K - $222K
|
86.2K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$196K - $221K
|
1.75K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
1.75KNew |
$195K - $221K
|
1.75K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75KNew |
$195K - $220K
|
1.75K
$219K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.75KNew |
$195K - $220K
|
1.75K
$219K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74KNew |
$194K - $219K
|
1.74K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.73KNew |
$193K - $219K
|
1.73K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.73K+ 8.7% |
$193K - $218K
|
21.6K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.72KNew |
$192K - $217K
|
1.72K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.72KNew |
$192K - $217K
|
1.72K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.72K+ 1.28% |
$191K - $216K
|
135K
$16.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.7KNew |
$190K - $215K
|
1.7K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.7KNew |
$190K - $214K
|
1.7K
$213K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.7K+ 66.56% |
$189K - $214K
|
4.24K
$531K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.69KNew |
$188K - $213K
|
1.69K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.68KNew |
$187K - $211K
|
1.68K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.67KNew |
$187K - $211K
|
1.67K
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.67KNew |
$186K - $211K
|
1.67K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.67K+ 0.36% |
$186K - $210K
|
464K
$58.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.67K+ 9.82% |
$186K - $210K
|
18.6K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.64KNew |
$183K - $207K
|
1.64K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.64KNew |
$183K - $207K
|
1.64K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.62K+ 1.76% |
$181K - $204K
|
93.6K
$11.7M
|