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
|
Miramar Capital, LLC
|
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.53K+ 6.3% |
N/A
|
59.5K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.4K+ 21.6% |
N/A
|
19.1K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.37K+ 9.22% |
N/A
|
39.9K
$4.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.36KNew |
N/A
|
3.36K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
3.36K+ 0.51% |
N/A
|
661K
$82.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.35K+ 4.44% |
N/A
|
78.8K
$9.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.32KNew |
N/A
|
3.32K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.27K+ 15.63% |
N/A
|
24.2K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.23K+ 1.18% |
N/A
|
277K
$34.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.22K+ 1.74% |
N/A
|
189K
$23.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$401K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.2K+ 3016.04% |
N/A
|
3.3K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.15K+ 13.54% |
N/A
|
26.4K
$3.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
3.14K+ 33.1% |
N/A
|
12.6K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3.1K+ 10.52% |
N/A
|
32.5K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.09K+ 5.6% |
N/A
|
58.2K
$7.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.05K+ 97.85% |
N/A
|
6.18K
$773K
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.03K+ 7.38% |
N/A
|
44K
$5.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.01K+ 51.58% |
N/A
|
8.85K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3K+ 21.03% |
N/A
|
17.3K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 0.58% |
N/A
|
502K
$62.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
2.9K+ 22.92% |
N/A
|
15.6K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
2.88K+ 7.64% |
N/A
|
40.5K
$5.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.83K+ 10.1% |
N/A
|
30.8K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 42.28% |
N/A
|
9.26K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.7K+ 105.19% |
N/A
|
5.26K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.69K+ 2.66% |
N/A
|
104K
$13M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.69K+ 30.16% |
N/A
|
11.6K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.65KNew |
N/A
|
2.65K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.62K+ 132.07% |
N/A
|
4.6K
$575K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.6K+ 11.89% |
N/A
|
24.4K
$3.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
2.58K+ 4.47% |
N/A
|
60.3K
$7.55M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.57K+ 7.05% |
N/A
|
39K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.56K+ 2.2% |
N/A
|
119K
$14.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 1.83% |
N/A
|
142K
$17.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.55K+ 24.03% |
N/A
|
13.1K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.45K+ 57.92% |
N/A
|
6.67K
$835K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43K+ 13.6% |
N/A
|
20.3K
$2.54M
|