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 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36- 0.37% |
$3.33K - $3.94K
|
9.57K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-37- 72.55% |
$3.43K - $4.05K
|
14
$1.75K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-40- 5.19% |
$3.7K - $4.38K
|
730
$91.4K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-41- 0.1% |
$3.8K - $4.49K
|
41.5K
$5.2M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 0.9% |
$3.89K - $4.6K
|
4.64K
$581K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-43Closed |
$3.98K - $4.71K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-43- 1.35% |
$3.98K - $4.71K
|
3.14K
$393K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-44- 2.93% |
$4.07K - $4.82K
|
1.46K
$182K
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-45- 2.15% |
$4.17K - $4.93K
|
2.05K
$257K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-48Closed |
$4.44K - $5.25K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-49- 1.71% |
$4.54K - $5.36K
|
2.82K
$354K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 1.77% |
$4.63K - $5.47K
|
2.77K
$347K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 2.12% |
$4.63K - $5.47K
|
2.31K
$289K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-53- 4.88% |
$4.91K - $5.8K
|
1.03K
$129K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-54Closed |
$5K - $5.91K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-56- 4.67% |
$5.19K - $6.13K
|
1.14K
$143K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56- 0.27% |
$5.19K - $6.13K
|
21K
$2.63M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 1.41% |
$5.28K - $6.24K
|
3.98K
$498K
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-59- 0.65% |
$5.46K - $6.46K
|
8.98K
$1.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-60- 2.22% |
$5.56K - $6.57K
|
2.64K
$330K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 42.25% |
$5.56K - $6.57K
|
82
$10.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 1.81% |
$5.56K - $6.57K
|
3.26K
$408K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-63- 34.81% |
$5.83K - $6.9K
|
118
$14.8K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-65- 3.13% |
$6.02K - $7.12K
|
2.01K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-66- 2.64% |
$6.11K - $7.23K
|
2.43K
$304K
|
|
|
Apr 27, 2022
Q1 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-67- 0.32% |
$6.2K - $7.33K
|
21.2K
$2.65M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-67- 5.1% |
$6.2K - $7.33K
|
1.25K
$156K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-68- 0.93% |
$6.3K - $7.44K
|
7.22K
$904K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-75- 3.03% |
$6.95K - $8.21K
|
2.4K
$300K
|
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
SELL
|
- |
-75- 0.74% |
$6.95K - $8.21K
|
10.1K
$1.26M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-77- 0.24% |
$7.13K - $8.43K
|
32.4K
$4.05M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-78- 3.73% |
$7.22K - $8.54K
|
2.01K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-81- 60.9% |
$7.5K - $8.87K
|
52
$6.51K
|
|
|
May 13, 2022
Q1 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-81- 2.03% |
$7.5K - $8.87K
|
3.91K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-84Closed |
$7.78K - $9.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-89- 2.06% |
$8.24K - $9.74K
|
4.22K
$528K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 3.51% |
$8.24K - $9.74K
|
2.45K
$306K
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-90- 0.08% |
$8.33K - $9.85K
|
115K
$14.4M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-91- 27.66% |
$8.43K - $9.96K
|
238
$29.8K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-94Closed |
$8.7K - $10.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-95- 41.13% |
$8.8K - $10.4K
|
136
$17K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-99- 2.78% |
$9.17K - $10.8K
|
3.46K
$433K
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 0.36% |
$9.26K - $10.9K
|
27.3K
$3.42M
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-100- 1.05% |
$9.26K - $10.9K
|
9.45K
$1.18M
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-101Closed |
$9.35K - $11.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-102- 5.68% |
$9.45K - $11.2K
|
1.7K
$212K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-104- 1.17% |
$9.63K - $11.4K
|
8.77K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-104- 0.61% |
$9.63K - $11.4K
|
17K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-104Closed |
$9.63K - $11.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-112- 1.11% |
$10.4K - $12.3K
|
9.93K
$1.24M
|