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 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.61KNew |
$180K - $203K
|
1.61K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61KNew |
$179K - $203K
|
1.61K
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.61KNew |
$179K - $202K
|
1.61K
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.6KNew |
$179K - $202K
|
1.6K
$201K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.6KNew |
$179K - $202K
|
1.6K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.6KNew |
$179K - $202K
|
1.6K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.6KNew |
$179K - $202K
|
1.6K
$200K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.57K+ 29.73% |
$175K - $198K
|
6.84K
$857K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.55K+ 75.61% |
$173K - $196K
|
3.61K
$452K
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.54K+ 2.69% |
$172K - $195K
|
59K
$7.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.51K+ 3.86% |
$168K - $190K
|
40.6K
$5.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.49K+ 0.98% |
$167K - $188K
|
154K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.49K+ 12.55% |
$166K - $188K
|
13.4K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.48K+ 4.09% |
$165K - $186K
|
37.6K
$4.71M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.43K+ 7.73% |
$160K - $180K
|
19.9K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.42K+ 2.29% |
$159K - $179K
|
63.6K
$7.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 2.56% |
$158K - $179K
|
56.7K
$7.1M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 4.76% |
$156K - $177K
|
30.8K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 13.08% |
$156K - $177K
|
12.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.34K+ 17.74% |
$150K - $169K
|
8.89K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 7.23% |
$147K - $167K
|
19.6K
$2.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.29K+ 72.26% |
$144K - $162K
|
3.07K
$384K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.23K+ 2.42% |
$137K - $155K
|
52.1K
$6.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.22K+ 29.06% |
$136K - $154K
|
5.42K
$678K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 5.6% |
$134K - $151K
|
22.6K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.2K+ 3.22% |
$134K - $151K
|
38.4K
$4.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.18K+ 15.05% |
$132K - $149K
|
9.03K
$1.13M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.18KNew |
$132K - $149K
|
1.18K
$148K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.17K+ 2.14% |
$130K - $147K
|
55.7K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.16K+ 19.78% |
$130K - $147K
|
7.05K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.16K+ 2.34% |
$129K - $146K
|
50.6K
$6.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.15K+ 0.61% |
$128K - $145K
|
190K
$23.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.12K+ 15.05% |
$125K - $141K
|
8.55K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.1K+ 12.67% |
$123K - $139K
|
9.78K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 0.59% |
$121K - $137K
|
186K
$23.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1.07K+ 13.45% |
$119K - $135K
|
9.02K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.06K+ 13.77% |
$118K - $133K
|
8.73K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01K+ 14.77% |
$113K - $127K
|
7.85K
$982K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
1K+ 1.36% |
$112K - $127K
|
74.6K
$9.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1K+ 4.01% |
$112K - $127K
|
26K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
1K+ 3.13% |
$112K - $126K
|
33K
$4.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
948+ 1.84% |
$106K - $120K
|
52.5K
$6.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
947+ 13.37% |
$106K - $119K
|
8.03K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
942+ 37.49% |
$105K - $119K
|
3.46K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
915+ 37.33% |
$102K - $115K
|
3.37K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
911+ 1.55% |
$102K - $115K
|
59.7K
$7.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
857+ 7.37% |
$95.6K - $108K
|
12.5K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
844+ 2.96% |
$94.2K - $106K
|
29.3K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
834New |
$93.1K - $105K
|
834
$104K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
827+ 15.18% |
$92.3K - $104K
|
6.27K
$786K
|