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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
237+ 2.17% |
N/A
|
11.1K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
237+ 0.95% |
N/A
|
25.3K
$3.16M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
235+ 1.95% |
N/A
|
12.3K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
233+ 16.88% |
N/A
|
1.61K
$202K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
231+ 9.75% |
N/A
|
2.6K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
230+ 17.67% |
N/A
|
1.53K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
230+ 1.57% |
N/A
|
14.9K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
228+ 1.74% |
N/A
|
13.3K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
225+ 143.31% |
N/A
|
382
$47.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
225+ 12.72% |
N/A
|
1.99K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
222+ 1.48% |
N/A
|
15.2K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
219+ 8.3% |
N/A
|
2.86K
$358K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
218+ 7.71% |
N/A
|
3.05K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
217+ 0.32% |
N/A
|
67.1K
$8.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
215+ 6.44% |
N/A
|
3.56K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
214+ 5.29% |
N/A
|
4.26K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
213+ 7.43% |
N/A
|
3.08K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
213+ 5.02% |
N/A
|
4.46K
$558K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
209+ 14.94% |
N/A
|
1.61K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
206New |
N/A
|
206
$25.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
205+ 1.47% |
N/A
|
14.2K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
205+ 13.01% |
N/A
|
1.78K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
204+ 0.99% |
N/A
|
20.7K
$2.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
200+ 8.24% |
N/A
|
2.63K
$329K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 100.0% |
N/A
|
400
$50.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 4.41% |
N/A
|
4.74K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
N/A
|
200
$25K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
200+ 3.57% |
N/A
|
5.81K
$727K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
198+ 6.23% |
N/A
|
3.38K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
185+ 1.84% |
N/A
|
10.2K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
177+ 1.7% |
N/A
|
10.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
175+ 2.37% |
N/A
|
7.55K
$945K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
173+ 1.45% |
N/A
|
12.1K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
171+ 6.85% |
N/A
|
2.67K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
170+ 0.32% |
N/A
|
54K
$6.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
165+ 1.43% |
N/A
|
11.7K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
163+ 0.59% |
N/A
|
27.9K
$3.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
162+ 9.17% |
N/A
|
1.93K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
157New |
N/A
|
157
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
155+ 7.42% |
N/A
|
2.24K
$281K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
154+ 54.42% |
N/A
|
437
$54.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
154+ 1.79% |
N/A
|
8.74K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
153+ 0.43% |
N/A
|
35.4K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
153+ 0.12% |
N/A
|
124K
$15.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
152New |
N/A
|
152
$19K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
151+ 3.5% |
N/A
|
4.47K
$560K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
150+ 0.21% |
N/A
|
70.1K
$8.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
149+ 10.97% |
N/A
|
1.51K
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 1.77% |
N/A
|
8.26K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
139+ 6.72% |
N/A
|
2.21K
$276K
|