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 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
302+ 5.26% |
$28K - $33.1K
|
6.05K
$757K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
300New |
$27.8K - $32.8K
|
300
$37.6K
|
|
|
May 13, 2022
Q1 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
300+ 4.48% |
$27.8K - $32.8K
|
6.99K
$875K
|
|
|
May 03, 2022
Q1 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
300+ 0.8% |
$27.8K - $32.8K
|
37.7K
$4.72M
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
300+ 1.92% |
$27.8K - $32.8K
|
16K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
300New |
$27.8K - $32.8K
|
300
$37.6K
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
297+ 0.66% |
$27.5K - $32.5K
|
45.6K
$5.71M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
289+ 10.37% |
$26.8K - $31.6K
|
3.08K
$385K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
285New |
$26.4K - $31.2K
|
285
$35.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
280+ 14.74% |
$25.9K - $30.7K
|
2.18K
$273K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 4.77% |
$25.7K - $30.4K
|
6.11K
$765K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
260+ 3.33% |
$24.1K - $28.5K
|
8.08K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
251+ 3.92% |
$23.2K - $27.5K
|
6.65K
$833K
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
246+ 15.1% |
$22.8K - $26.9K
|
1.88K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
227+ 4.05% |
$21K - $24.8K
|
5.84K
$731K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
220+ 6.99% |
$20.4K - $24.1K
|
3.37K
$422K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
220+ 1.57% |
$20.4K - $24.1K
|
14.2K
$1.78M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
204+ 3.66% |
$18.9K - $22.3K
|
5.77K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
203+ 4.15% |
$18.8K - $22.2K
|
5.1K
$638K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
200+ 8.33% |
$18.5K - $21.9K
|
2.6K
$326K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
193+ 3.39% |
$17.9K - $21.1K
|
5.88K
$737K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
190+ 2.3% |
$17.6K - $20.8K
|
8.45K
$1.06M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
183+ 2.72% |
$16.9K - $20K
|
6.9K
$864K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
180+ 36.22% |
$16.7K - $19.7K
|
677
$84.8K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
169+ 0.27% |
$15.6K - $18.5K
|
62.7K
$7.84M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
165+ 0.92% |
$15.3K - $18.1K
|
18.2K
$2.28M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
161+ 4.0% |
$14.9K - $17.6K
|
4.19K
$525K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
160+ 6.18% |
$14.8K - $17.5K
|
2.75K
$344K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 2.89% |
$14.4K - $17K
|
5.52K
$691K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 0.13% |
$13.8K - $16.3K
|
111K
$13.9M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
147+ 100.0% |
$13.6K - $16.1K
|
294
$36.8K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
144+ 0.3% |
$13.3K - $15.8K
|
48.4K
$6.06M
|
|
|
May 17, 2022
Q1 2022
|
Puzo Michael J
|
BUY
|
- |
136+ 0.17% |
$12.6K - $14.9K
|
79.7K
$9.98M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
134+ 0.95% |
$12.4K - $14.7K
|
14.3K
$1.79M
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
133+ 4.1% |
$12.3K - $14.6K
|
3.38K
$423K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
128+ 1.99% |
$11.9K - $14K
|
6.56K
$822K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 13.35% |
$11.8K - $13.9K
|
1.08K
$135K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
126+ 0.72% |
$11.7K - $13.8K
|
17.7K
$2.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
124+ 22.59% |
$11.5K - $13.6K
|
673
$84.3K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
121+ 3.21% |
$11.2K - $13.2K
|
3.89K
$487K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
110+ 0.28% |
$10.2K - $12K
|
39.4K
$4.94M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
109+ 8.07% |
$10.1K - $11.9K
|
1.46K
$183K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
106+ 1.3% |
$9.82K - $11.6K
|
8.28K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
102+ 2.86% |
$9.45K - $11.2K
|
3.67K
$459K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
102+ 1.39% |
$9.45K - $11.2K
|
7.45K
$933K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
100New |
$9.26K - $10.9K
|
100
$12.5K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
99+ 3.84% |
$9.17K - $10.8K
|
2.68K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
97+ 14.97% |
$8.98K - $10.6K
|
745
$93.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
91+ 3.9% |
$8.43K - $9.96K
|
2.42K
$303K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 54.55% |
$8.33K - $9.85K
|
255
$31.9K
|