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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.59K+ 19.05% |
N/A
|
9.94K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.58K+ 3.68% |
N/A
|
44.4K
$5.56M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.57K+ 0.93% |
N/A
|
171K
$21.4M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.56K+ 6.87% |
N/A
|
24.3K
$3.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
1.56K+ 3.26% |
N/A
|
49.5K
$6.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 24.26% |
N/A
|
7.98K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.55K+ 5.9% |
N/A
|
27.8K
$3.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.54K+ 0.56% |
N/A
|
277K
$34.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.51K+ 1.48% |
N/A
|
103K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.5K+ 33.91% |
N/A
|
5.94K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
1.5K+ 0.8% |
N/A
|
189K
$23.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.49K+ 71.69% |
N/A
|
3.58K
$448K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.49K+ 774.09% |
N/A
|
1.69K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.49K+ 1.66% |
N/A
|
91.5K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.49K+ 5.49% |
N/A
|
28.6K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 12.47% |
N/A
|
13K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$178K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.42K+ 158.04% |
N/A
|
2.31K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
1.41KNew |
N/A
|
1.41K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$176K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.4K+ 8.91% |
N/A
|
17.1K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.4K+ 4.35% |
N/A
|
33.4K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 6.27% |
N/A
|
23.6K
$2.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.38K+ 2.83% |
N/A
|
50.1K
$6.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$173K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 18.27% |
N/A
|
8.88K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 6.64% |
N/A
|
22K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.35K+ 74.81% |
N/A
|
3.16K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 68.39% |
N/A
|
3.31K
$415K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.34K+ 4.38% |
N/A
|
31.8K
$3.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.33K+ 7.37% |
N/A
|
19.4K
$2.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
1.33K+ 1.35% |
N/A
|
99.5K
$12.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1.32K+ 0.46% |
N/A
|
286K
$35.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.29K+ 44.32% |
N/A
|
4.21K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.28K+ 1.19% |
N/A
|
108K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.27K+ 10.92% |
N/A
|
12.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.27K+ 1.82% |
N/A
|
71K
$8.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.26K+ 3.32% |
N/A
|
39.1K
$4.89M
|
|
|
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
|