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 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
139New |
N/A
|
139
$17.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
137+ 1.06% |
N/A
|
13.1K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
131+ 7.36% |
N/A
|
1.91K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
130+ 6.05% |
N/A
|
2.28K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
129+ 2.49% |
N/A
|
5.32K
$666K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
128+ 4.88% |
N/A
|
2.75K
$344K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
127+ 95.49% |
N/A
|
260
$32.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
126+ 2.63% |
N/A
|
4.92K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.66% |
N/A
|
19.2K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.49% |
N/A
|
25.8K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
123+ 2.01% |
N/A
|
6.25K
$783K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
121+ 58.17% |
N/A
|
329
$41.2K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
118+ 2.22% |
N/A
|
5.43K
$679K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
116+ 4.84% |
N/A
|
2.51K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
116+ 0.43% |
N/A
|
26.9K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
116+ 3.0% |
N/A
|
3.99K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
116+ 386.67% |
N/A
|
146
$18.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 1.16% |
N/A
|
9.99K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
114+ 2.34% |
N/A
|
4.98K
$623K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
110+ 0.23% |
N/A
|
47K
$5.89M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
110+ 1.36% |
N/A
|
8.2K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
109+ 8.12% |
N/A
|
1.45K
$182K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
108+ 6.21% |
N/A
|
1.85K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106+ 2.08% |
N/A
|
5.2K
$651K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
105+ 0.44% |
N/A
|
23.9K
$3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
105+ 750.0% |
N/A
|
119
$14.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
101+ 3.8% |
N/A
|
2.76K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
99+ 2.43% |
N/A
|
4.17K
$522K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
99+ 4.91% |
N/A
|
2.12K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
99+ 1.25% |
N/A
|
8.01K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97New |
N/A
|
97
$12.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
94+ 13.97% |
N/A
|
767
$96K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
92+ 1.71% |
N/A
|
5.47K
$685K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
91New |
N/A
|
91
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
87+ 0.66% |
N/A
|
13.3K
$1.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
86+ 2.1% |
N/A
|
4.19K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
86+ 0.71% |
N/A
|
12.1K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 0.62% |
N/A
|
13.8K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
85+ 0.3% |
N/A
|
28.1K
$3.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
84+ 5.0% |
N/A
|
1.76K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
84+ 0.63% |
N/A
|
13.4K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
81+ 0.58% |
N/A
|
14.1K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 15.98% |
N/A
|
588
$73.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
80+ 4.21% |
N/A
|
1.98K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
80+ 0.16% |
N/A
|
48.9K
$6.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
78New |
N/A
|
78
$9.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
77+ 3.68% |
N/A
|
2.17K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 1.9% |
N/A
|
4.02K
$504K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
73+ 3.1% |
N/A
|
2.43K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
72+ 3.03% |
N/A
|
2.45K
$306K
|