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
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.26K+ 3.73% |
N/A
|
34.9K
$4.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.24K+ 88.59% |
N/A
|
2.64K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.24K+ 1.91% |
N/A
|
66.1K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.2K+ 181.6% |
N/A
|
1.87K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.18K+ 3.29% |
N/A
|
36.9K
$4.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.14K+ 0.84% |
N/A
|
136K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.13K+ 23.43% |
N/A
|
5.94K
$744K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.12K+ 5.11% |
N/A
|
23K
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.11K+ 0.91% |
N/A
|
123K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.11K+ 2.1% |
N/A
|
53.8K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 4.49% |
N/A
|
25.6K
$3.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 14.08% |
N/A
|
8.7K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.56% |
N/A
|
69.1K
$8.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.05K+ 7.86% |
N/A
|
14.4K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 0.39% |
N/A
|
266K
$33.4M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.04K+ 51.46% |
N/A
|
3.06K
$383K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
973+ 57.2% |
N/A
|
2.67K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
959+ 21.52% |
N/A
|
5.42K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
955+ 62.46% |
N/A
|
2.48K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
945+ 14.31% |
N/A
|
7.55K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
936+ 20.12% |
N/A
|
5.59K
$700K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
930+ 17.06% |
N/A
|
6.38K
$799K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
923+ 70.24% |
N/A
|
2.24K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
918New |
N/A
|
918
$115K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
914+ 11.19% |
N/A
|
9.08K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
882+ 91.3% |
N/A
|
1.85K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
881+ 4.42% |
N/A
|
20.8K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
875+ 40.42% |
N/A
|
3.04K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
846+ 24.51% |
N/A
|
4.3K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
819New |
N/A
|
819
$103K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
813+ 4.55% |
N/A
|
18.7K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
805+ 2.9% |
N/A
|
28.6K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
805+ 13.81% |
N/A
|
6.63K
$830K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
801+ 23.65% |
N/A
|
4.19K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
800+ 1.49% |
N/A
|
54.6K
$6.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
799+ 11.16% |
N/A
|
7.96K
$997K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
787+ 15.32% |
N/A
|
5.92K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
785+ 2.1% |
N/A
|
38.2K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
778+ 1.29% |
N/A
|
61K
$7.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
750+ 13.89% |
N/A
|
6.15K
$770K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
710+ 10.37% |
N/A
|
7.56K
$946K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
709+ 3.29% |
N/A
|
22.2K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
700+ 10.45% |
N/A
|
7.4K
$926K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
696+ 7.02% |
N/A
|
10.6K
$1.33M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
695+ 2.03% |
N/A
|
35K
$4.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
692+ 46.66% |
N/A
|
2.18K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
673+ 3.8% |
N/A
|
18.4K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
668+ 27.0% |
N/A
|
3.14K
$393K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
668+ 11.01% |
N/A
|
6.74K
$843K
|