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 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-318- 64.11% |
$29.4K - $34.8K
|
178
$22.3K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-324- 6.61% |
$30K - $35.5K
|
4.58K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-331- 12.28% |
$30.7K - $36.2K
|
2.36K
$296K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-334Closed |
$30.9K - $36.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-335- 2.89% |
$31K - $36.7K
|
11.3K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-338- 1.69% |
$31.3K - $37K
|
19.6K
$2.46M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-340- 8.33% |
$31.5K - $37.2K
|
3.74K
$469K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-342- 1.54% |
$31.7K - $37.4K
|
21.9K
$2.74M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-349Closed |
$32.3K - $38.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-350Closed |
$32.4K - $38.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-350- 7.53% |
$32.4K - $38.3K
|
4.3K
$538K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-362- 91.18% |
$33.5K - $39.6K
|
35
$4.38K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-368- 3.61% |
$34.1K - $40.3K
|
9.82K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
SELL
|
- |
-372- 0.7% |
$34.4K - $40.7K
|
52.8K
$6.61M
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-382- 3.84% |
$35.4K - $41.8K
|
9.56K
$1.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-400- 3.81% |
$37K - $43.8K
|
10.1K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-413- 10.8% |
$38.2K - $45.2K
|
3.41K
$427K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-423- 1.29% |
$39.2K - $46.3K
|
32.5K
$4.06M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-425- 3.08% |
$39.4K - $46.5K
|
13.4K
$1.68M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-430- 39.81% |
$39.8K - $47.1K
|
650
$81.4K
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-440- 4.17% |
$40.7K - $48.2K
|
10.1K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-447- 18.33% |
$41.4K - $48.9K
|
1.99K
$249K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-449- 2.6% |
$41.6K - $49.2K
|
16.8K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-452- 5.7% |
$41.9K - $49.5K
|
7.48K
$937K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-455- 11.82% |
$42.1K - $49.8K
|
3.4K
$425K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-456- 12.78% |
$42.2K - $49.9K
|
3.11K
$390K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-457Closed |
$42.3K - $50K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-463- 8.95% |
$42.9K - $50.7K
|
4.71K
$590K
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-465- 9.48% |
$43.1K - $50.9K
|
4.44K
$556K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-472- 4.4% |
$43.7K - $51.7K
|
10.3K
$1.28M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-474- 5.4% |
$43.9K - $51.9K
|
8.3K
$1.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-478- 83.13% |
$44.3K - $52.3K
|
97
$12.1K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-480- 0.83% |
$44.4K - $52.5K
|
57.6K
$7.21M
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-481- 1.83% |
$44.5K - $52.7K
|
25.8K
$3.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-484- 0.22% |
$44.8K - $53K
|
220K
$27.6M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-486- 7.96% |
$45K - $53.2K
|
5.62K
$703K
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-490- 2.56% |
$45.4K - $53.6K
|
18.6K
$2.33M
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-500- 0.77% |
$46.3K - $54.7K
|
64.4K
$8.07M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-500- 7.56% |
$46.3K - $54.7K
|
6.12K
$766K
|
|
|
May 12, 2022
Q1 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-509- 1.64% |
$47.1K - $55.7K
|
30.5K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-515- 1.9% |
$47.7K - $56.4K
|
26.6K
$3.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-530Closed |
$49.1K - $58K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-535- 8.54% |
$49.5K - $58.6K
|
5.73K
$717K
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-539- 2.5% |
$49.9K - $59K
|
21K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-541- 3.65% |
$50.1K - $59.2K
|
14.3K
$1.79M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-550- 7.07% |
$50.9K - $60.2K
|
7.23K
$906K
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-554- 7.77% |
$51.3K - $60.6K
|
6.58K
$824K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-570- 3.88% |
$52.8K - $62.4K
|
14.1K
$1.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-589- 14.76% |
$54.5K - $64.5K
|
3.4K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-595- 0.32% |
$55.1K - $65.1K
|
186K
$23.2M
|