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 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
812+ 15.67% |
$90.6K - $102K
|
5.99K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
798+ 19.08% |
$89K - $101K
|
4.98K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
797+ 19.5% |
$88.9K - $101K
|
4.89K
$612K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
783+ 0.35% |
$87.4K - $98.8K
|
226K
$28.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
783+ 2.49% |
$87.4K - $98.8K
|
32.2K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
766+ 1915.0% |
$85.5K - $96.6K
|
806
$101K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
762+ 140.33% |
$85K - $96.1K
|
1.31K
$163K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
754+ 7.55% |
$84.1K - $95.1K
|
10.7K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
745+ 1.16% |
$83.1K - $94K
|
65K
$8.14M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
744+ 44.58% |
$83K - $93.9K
|
2.41K
$302K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
740+ 2.16% |
$82.6K - $93.4K
|
35.1K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
737+ 6.4% |
$82.2K - $93K
|
12.3K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
723+ 1.91% |
$80.7K - $91.2K
|
38.6K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
720+ 61.07% |
$80.3K - $90.8K
|
1.9K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
720New |
$80.3K - $90.8K
|
720
$90.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
710+ 5.13% |
$79.2K - $89.6K
|
14.6K
$1.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
701+ 9.71% |
$78.2K - $88.4K
|
7.92K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.67% |
$78.1K - $88.3K
|
106K
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
697New |
$77.8K - $87.9K
|
697
$87.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
695+ 0.1% |
$77.6K - $87.7K
|
730K
$91.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
692+ 13.43% |
$77.2K - $87.3K
|
5.84K
$732K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
690+ 0.02% |
$77K - $87K
|
3.02M
$379M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
665+ 0.28% |
$74.2K - $83.9K
|
236K
$29.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
662+ 29.98% |
$73.9K - $83.5K
|
2.87K
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
623+ 21.53% |
$69.5K - $78.6K
|
3.52K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
620+ 2.52% |
$69.2K - $78.2K
|
25.2K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
620+ 1.08% |
$69.2K - $78.2K
|
57.9K
$7.24M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
595+ 0.88% |
$66.4K - $75.1K
|
68.2K
$8.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
585+ 6.62% |
$65.3K - $73.8K
|
9.43K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
583+ 2.64% |
$65.1K - $73.5K
|
22.7K
$2.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
579New |
$64.6K - $73K
|
579
$72.5K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
565+ 7.82% |
$63K - $71.3K
|
7.79K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
561+ 16.82% |
$62.6K - $70.8K
|
3.9K
$488K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
553+ 24.34% |
$61.7K - $69.8K
|
2.83K
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
552+ 5.39% |
$61.6K - $69.6K
|
10.8K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
549+ 4.15% |
$61.3K - $69.3K
|
13.8K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
543+ 19.15% |
$60.6K - $68.5K
|
3.38K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
538+ 0.76% |
$60K - $67.9K
|
71K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
520+ 0.49% |
$58K - $65.6K
|
106K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
510+ 0.49% |
$56.9K - $64.3K
|
105K
$13.1M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
510+ 0.49% |
$56.9K - $64.3K
|
105K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
509+ 14.41% |
$56.8K - $64.2K
|
4.04K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 13.51% |
$55.8K - $63.1K
|
4.2K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
491+ 0.96% |
$54.8K - $61.9K
|
51.7K
$6.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
482+ 1.04% |
$53.8K - $60.8K
|
47K
$5.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
466+ 0.61% |
$52K - $58.8K
|
77.3K
$9.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
450New |
$50.2K - $56.8K
|
450
$56.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
432+ 5.07% |
$48.2K - $54.5K
|
8.96K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
429+ 5.17% |
$47.9K - $54.1K
|
8.72K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
424+ 13.28% |
$47.3K - $53.5K
|
3.62K
$453K
|