Purchases and Sales Made in Q2 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 2024. 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 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
643+ 25.14% |
N/A
|
3.2K
$401K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
635+ 9.47% |
N/A
|
7.34K
$919K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
635+ 4.95% |
N/A
|
13.5K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
631+ 1.59% |
N/A
|
40.3K
$5.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
624+ 3.51% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
623+ 5.74% |
N/A
|
11.5K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
612+ 0.5% |
N/A
|
124K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600+ 147.78% |
N/A
|
1.01K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
595+ 15.33% |
N/A
|
4.48K
$561K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
589+ 24.86% |
N/A
|
2.96K
$370K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
586+ 19.93% |
N/A
|
3.53K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
579+ 4.67% |
N/A
|
13K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
567+ 3.27% |
N/A
|
17.9K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
561+ 12.49% |
N/A
|
5.05K
$633K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
555+ 0.4% |
N/A
|
140K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
551+ 9.13% |
N/A
|
6.59K
$825K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
548+ 182.06% |
N/A
|
849
$106K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
545+ 8.65% |
N/A
|
6.84K
$857K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
542+ 0.61% |
N/A
|
89.9K
$11.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
525+ 17.97% |
N/A
|
3.45K
$431K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
521+ 4.29% |
N/A
|
12.7K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
519+ 9.43% |
N/A
|
6.02K
$754K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
517+ 3.95% |
N/A
|
13.6K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
515+ 3.36% |
N/A
|
15.8K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
510+ 29.62% |
N/A
|
2.23K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
505+ 30.46% |
N/A
|
2.16K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
502+ 2.51% |
N/A
|
20.5K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
500+ 0.42% |
N/A
|
119K
$14.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
493+ 2.73% |
N/A
|
18.5K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
493+ 4.02% |
N/A
|
12.8K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
492+ 0.2% |
N/A
|
250K
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
492+ 23.43% |
N/A
|
2.59K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
488+ 7.76% |
N/A
|
6.78K
$848K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
482+ 0.25% |
N/A
|
190K
$23.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
480+ 0.79% |
N/A
|
61.4K
$7.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
469+ 3.16% |
N/A
|
15.3K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
467+ 7.27% |
N/A
|
6.89K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
466+ 12.27% |
N/A
|
4.27K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
460+ 18.62% |
N/A
|
2.93K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
459+ 12.44% |
N/A
|
4.15K
$519K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
452+ 0.54% |
N/A
|
84.8K
$10.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
450+ 4.39% |
N/A
|
10.7K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
445+ 5.35% |
N/A
|
8.77K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
441+ 2.29% |
N/A
|
19.7K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
441+ 35.08% |
N/A
|
1.7K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
432+ 10.08% |
N/A
|
4.72K
$590K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
430+ 11.97% |
N/A
|
4.02K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
420+ 14.77% |
N/A
|
3.26K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
416+ 0.84% |
N/A
|
50K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
400+ 2.98% |
N/A
|
13.8K
$1.73M
|