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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
89+ 24.25% |
$8.24K - $9.74K
|
456
$57.1K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
84+ 2.93% |
$7.78K - $9.2K
|
2.95K
$370K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 0.87% |
$7.5K - $8.87K
|
9.37K
$1.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
71+ 3.0% |
$6.57K - $7.77K
|
2.43K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 3.59% |
$5.93K - $7.01K
|
1.85K
$231K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
63+ 2.05% |
$5.83K - $6.9K
|
3.14K
$393K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
63+ 2.05% |
$5.83K - $6.9K
|
3.14K
$393K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
61+ 2.11% |
$5.65K - $6.68K
|
2.96K
$370K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
61+ 10.5% |
$5.65K - $6.68K
|
642
$80.4K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
60+ 0.18% |
$5.56K - $6.57K
|
32.6K
$4.08M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
60+ 0.3% |
$5.56K - $6.57K
|
20.3K
$2.54M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
59+ 0.14% |
$5.46K - $6.46K
|
41.9K
$5.25M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
58New |
$5.37K - $6.35K
|
58
$7.26K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53New |
$4.91K - $5.8K
|
53
$6.64K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
52New |
$4.82K - $5.69K
|
52
$6.51K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
51+ 1.66% |
$4.72K - $5.58K
|
3.13K
$391K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47+ 1.15% |
$4.35K - $5.15K
|
4.13K
$517K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46+ 0.17% |
$4.26K - $5.04K
|
27.1K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
44+ 0.76% |
$4.07K - $4.82K
|
5.8K
$726K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
42+ 2.16% |
$3.89K - $4.6K
|
1.98K
$248K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
40+ 0.1% |
$3.7K - $4.38K
|
41.2K
$5.16M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$3.7K - $4.38K
|
40
$5.01K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
34+ 6.03% |
$3.15K - $3.72K
|
598
$74.9K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
34+ 1.98% |
$3.15K - $3.72K
|
1.76K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.66% |
$2.96K - $3.5K
|
4.88K
$611K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 0.29% |
$2.78K - $3.28K
|
10.3K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30+ 0.62% |
$2.78K - $3.28K
|
4.9K
$613K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 0.34% |
$2.78K - $3.28K
|
8.8K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
30+ 2.87% |
$2.78K - $3.28K
|
1.08K
$135K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.62% |
$2.78K - $3.28K
|
4.9K
$613K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
28+ 1.08% |
$2.59K - $3.07K
|
2.62K
$329K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
28+ 25.93% |
$2.59K - $3.07K
|
136
$17K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
27+ 0.93% |
$2.5K - $2.96K
|
2.92K
$366K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
25+ 0.29% |
$2.32K - $2.74K
|
8.79K
$1.1M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 0.53% |
$2.32K - $2.74K
|
4.71K
$590K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24+ 0.56% |
$2.22K - $2.63K
|
4.33K
$542K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24New |
$2.22K - $2.63K
|
24
$3K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17+ 0.11% |
$1.57K - $1.86K
|
14.9K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
17+ 7.46% |
$1.57K - $1.86K
|
245
$30.7K
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
16+ 0.51% |
$1.48K - $1.75K
|
3.16K
$396K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 6.47% |
$1.39K - $1.64K
|
247
$30.9K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15+ 0.53% |
$1.39K - $1.64K
|
2.87K
$359K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.09% |
$1.2K - $1.42K
|
14.4K
$1.81M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 3.77% |
$1.02K - $1.2K
|
303
$37.9K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$1.02K - $1.2K
|
11
$1.38K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.19% |
$1.02K - $1.2K
|
5.85K
$733K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
10+ 111.11% |
$926 - $1.09K
|
19
$2.38K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.19% |
$556 - $657
|
512
$64.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$463 - $547
|
5
$626
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.08% |
$463 - $547
|
6.59K
$825K
|