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 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.42K+ 24.8% |
N/A
|
12.2K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.37K+ 7.87% |
N/A
|
32.4K
$4.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.3K+ 9.16% |
N/A
|
27.4K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 21.06% |
N/A
|
13.1K
$1.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 47.38% |
N/A
|
6.96K
$871K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.22K+ 28.98% |
N/A
|
9.88K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 2.18% |
N/A
|
102K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.17K+ 1.0% |
N/A
|
219K
$27.4M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14K+ 106.2% |
N/A
|
4.16K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.11K+ 2.6% |
N/A
|
83K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.1K+ 1.31% |
N/A
|
163K
$20.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 9.01% |
N/A
|
25.4K
$3.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.09K+ 15.88% |
N/A
|
15.3K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.01K+ 22.17% |
N/A
|
11.1K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 13.79% |
N/A
|
16.5K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
2K+ 2.08% |
N/A
|
98K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.98K+ 67.99% |
N/A
|
4.9K
$614K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.95K+ 1.52% |
N/A
|
131K
$16.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.93K+ 21.31% |
N/A
|
11K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.92K+ 147.01% |
N/A
|
3.23K
$404K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.89K+ 10.34% |
N/A
|
20.2K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.89K+ 27.79% |
N/A
|
8.71K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 14.0% |
N/A
|
15.4K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.87K+ 2.54% |
N/A
|
75.6K
$9.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
1.83K+ 106.4% |
N/A
|
3.55K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 2.23% |
N/A
|
84K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.82K+ 3.98% |
N/A
|
47.5K
$5.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.81K+ 22.88% |
N/A
|
9.74K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
1.8K+ 17.32% |
N/A
|
12.2K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.8K+ 35.05% |
N/A
|
6.94K
$869K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.8K+ 19.9% |
N/A
|
10.8K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.78K+ 43.61% |
N/A
|
5.86K
$733K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$218K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$216K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.71KNew |
N/A
|
1.71K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.69K+ 25.86% |
N/A
|
8.2K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64KNew |
N/A
|
1.64K
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 8.56% |
N/A
|
20.5K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
1.6K+ 107.53% |
N/A
|
3.09K
$387K
|