Purchases and Sales Made in Q1 2022 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
599+ 19.97% |
$55.5K - $65.6K
|
3.6K
$451K
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
BUY
|
- |
590+ 2.2% |
$54.6K - $64.6K
|
27.4K
$3.44M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
590+ 158.18% |
$54.6K - $64.6K
|
963
$121K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
579+ 3.57% |
$53.6K - $63.4K
|
16.8K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
578+ 8.95% |
$53.5K - $63.3K
|
7.04K
$881K
|
|
|
Apr 11, 2022
Q1 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
575+ 1.53% |
$53.2K - $62.9K
|
38.2K
$4.78M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
565+ 2.08% |
$52.3K - $61.9K
|
27.7K
$3.47M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
553+ 12.91% |
$51.2K - $60.5K
|
4.84K
$605K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
552+ 5.48% |
$51.1K - $60.4K
|
10.6K
$1.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
550+ 0.92% |
$50.9K - $60.2K
|
60.2K
$7.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
540+ 26.28% |
$50K - $59.1K
|
2.6K
$325K
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
540+ 1.12% |
$50K - $59.1K
|
48.7K
$6.1M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
509+ 75.63% |
$47.1K - $55.7K
|
1.18K
$148K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
500+ 33.33% |
$46.3K - $54.7K
|
2K
$250K
|
|
|
May 13, 2022
Q1 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 1.37% |
$46.3K - $54.7K
|
37K
$4.63M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500+ 166.67% |
$46.3K - $54.7K
|
800
$100K
|
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
BUY
|
- |
497+ 0.59% |
$46K - $54.4K
|
84.5K
$10.6M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
497+ 19.73% |
$46K - $54.4K
|
3.02K
$378K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
490+ 14.39% |
$45.4K - $53.6K
|
3.9K
$488K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
490+ 2.0% |
$45.4K - $53.6K
|
25K
$3.13M
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
473+ 1.02% |
$43.8K - $51.8K
|
46.9K
$5.87M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
471+ 7.02% |
$43.6K - $51.6K
|
7.18K
$899K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
466+ 5.14% |
$43.2K - $51K
|
9.53K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
453+ 3.77% |
$41.9K - $49.6K
|
12.5K
$1.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
450+ 14.6% |
$41.7K - $49.3K
|
3.53K
$442K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
440+ 5.06% |
$40.7K - $48.2K
|
9.13K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
423+ 11.55% |
$39.2K - $46.3K
|
4.08K
$511K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
419+ 5.41% |
$38.8K - $45.9K
|
8.17K
$1.02M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
415+ 0.63% |
$38.4K - $45.4K
|
66.2K
$8.29M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
405New |
$37.5K - $44.3K
|
405
$50.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
400+ 666.67% |
$37K - $43.8K
|
460
$57.6K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
383+ 0.89% |
$35.5K - $41.9K
|
43.5K
$5.44M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
380+ 2.12% |
$35.2K - $41.6K
|
18.3K
$2.29M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
376+ 0.21% |
$34.8K - $41.2K
|
177K
$22.1M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
371New |
$34.4K - $40.6K
|
371
$46.4K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
371+ 1.86% |
$34.4K - $40.6K
|
20.4K
$2.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
370+ 2.88% |
$34.3K - $40.5K
|
13.2K
$1.65M
|
|
|
Apr 05, 2022
Q1 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
365+ 2.57% |
$33.8K - $40K
|
14.6K
$1.82M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
365+ 2.92% |
$33.8K - $40K
|
12.8K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
363+ 3.47% |
$33.6K - $39.7K
|
10.8K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
363+ 9.3% |
$33.6K - $39.7K
|
4.27K
$534K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
363+ 0.16% |
$33.6K - $39.7K
|
231K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
361+ 94.01% |
$33.4K - $39.5K
|
745
$93.3K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
355+ 15.46% |
$32.9K - $38.9K
|
2.65K
$332K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
352+ 4.51% |
$32.6K - $38.5K
|
8.16K
$1.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
351+ 0.48% |
$32.5K - $38.4K
|
73.7K
$9.23M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
350New |
$32.4K - $38.3K
|
350
$43.8K
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
342+ 0.13% |
$31.7K - $37.4K
|
271K
$33.9M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
340+ 0.69% |
$31.5K - $37.2K
|
49.7K
$6.22M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
309+ 12.11% |
$28.6K - $33.8K
|
2.86K
$358K
|