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 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 0.82% |
$370 - $438
|
491
$61.5K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4+ 0.05% |
$370 - $438
|
8.35K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.33% |
$370 - $438
|
1.21K
$151K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 2.47% |
$370 - $438
|
166
$20.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
2+ 0.0% |
$185 - $219
|
44.6K
$5.59M
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$92.6 - $109
|
5
$626
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $109
|
2.05K
$257K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.07% |
$92.6 - $109
|
1.39K
$173K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3Closed |
$278 - $328
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3Closed |
$278 - $328
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-4- 0.13% |
$370 - $438
|
3K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.15% |
$370 - $438
|
2.71K
$340K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4- 0.03% |
$370 - $438
|
13.9K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$463 - $547
|
22.5K
$2.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5- 6.67% |
$463 - $547
|
70
$8.76K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5- 0.07% |
$463 - $547
|
7.29K
$912K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 2.3% |
$463 - $547
|
212
$26.5K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6- 0.14% |
$556 - $657
|
4.15K
$520K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 2.1% |
$556 - $657
|
280
$35.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 8.86% |
$648 - $766
|
72
$9.01K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 0.01% |
$741 - $876
|
92.8K
$11.6M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-8Closed |
$741 - $876
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-8- 0.03% |
$741 - $876
|
25.6K
$3.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$833 - $985
|
5.6K
$701K
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-10- 0.04% |
$926 - $1.09K
|
23.3K
$2.91M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10- 0.47% |
$926 - $1.09K
|
2.13K
$267K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10- 0.01% |
$926 - $1.09K
|
197K
$24.6M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10- 0.44% |
$926 - $1.09K
|
2.24K
$280K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-11- 0.06% |
$1.02K - $1.2K
|
18.5K
$2.32M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 3.81% |
$1.11K - $1.31K
|
303
$37.9K
|
|
|
May 16, 2022
Q1 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-12- 0.13% |
$1.11K - $1.31K
|
9.15K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-13- 0.32% |
$1.2K - $1.42K
|
4.09K
$512K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13- 0.12% |
$1.2K - $1.42K
|
10.5K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$1.3K - $1.53K
|
11K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-16Closed |
$1.48K - $1.75K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-16- 88.89% |
$1.48K - $1.75K
|
2
$250
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-19Closed |
$1.76K - $2.08K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20- 1.55% |
$1.85K - $2.19K
|
1.27K
$160K
|
|
|
May 16, 2022
Q1 2022
|
Page Arthur B
|
SELL
|
- |
-22- 0.07% |
$2.04K - $2.41K
|
32.1K
$4.01M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-23- 27.38% |
$2.13K - $2.52K
|
61
$7.64K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-24- 0.94% |
$2.22K - $2.63K
|
2.52K
$315K
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-24- 0.51% |
$2.22K - $2.63K
|
4.67K
$585K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.46% |
$2.32K - $2.74K
|
5.42K
$678K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.33% |
$2.32K - $2.74K
|
7.54K
$944K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-25- 2.55% |
$2.32K - $2.74K
|
955
$120K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-27- 0.37% |
$2.5K - $2.96K
|
7.29K
$913K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-28- 0.74% |
$2.59K - $3.07K
|
3.75K
$470K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-29- 0.39% |
$2.69K - $3.17K
|
7.33K
$917K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30- 8.0% |
$2.78K - $3.28K
|
345
$43.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-36- 0.16% |
$3.33K - $3.94K
|
23.2K
$2.9M
|