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
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.95KNew |
$365K - $432K
|
3.95K
$494K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.9K+ 17.77% |
$361K - $427K
|
25.8K
$3.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Albert D Mason Inc
|
BUY
|
- |
3.84K+ 22.82% |
$355K - $420K
|
20.7K
$2.59M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.82K+ 85.28% |
$354K - $418K
|
8.3K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.81K+ 6.57% |
$352K - $417K
|
61.7K
$7.73M
|
|
|
Apr 29, 2022
Q1 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.8KNew |
$352K - $416K
|
3.8K
$476K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.75KNew |
$347K - $411K
|
3.75K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.74K+ 277.09% |
$346K - $409K
|
5.09K
$637K
|
|
|
May 16, 2022
Q1 2022
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
3.6K+ 5.49% |
$333K - $394K
|
69.2K
$8.66M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.57K+ 4.76% |
$331K - $391K
|
78.6K
$9.85M
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.53K+ 2.79% |
$327K - $387K
|
130K
$16.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
3.52KNew |
$326K - $386K
|
3.52K
$441K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.52KNew |
$326K - $385K
|
3.52K
$441K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 17.01% |
$318K - $376K
|
23.7K
$2.96M
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
BUY
|
- |
3.43K+ 4.01% |
$317K - $375K
|
88.8K
$11.1M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
3.42K+ 5.26% |
$317K - $374K
|
68.4K
$8.56M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
3.36K+ 1.37% |
$311K - $368K
|
248K
$31M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.36KNew |
$311K - $368K
|
3.36K
$420K
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
3.35K+ 7.97% |
$310K - $367K
|
45.4K
$5.68M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.35K+ 7.08% |
$310K - $367K
|
50.7K
$6.34M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
3.33KNew |
$308K - $364K
|
3.33K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.3KNew |
$306K - $361K
|
3.3K
$413K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.28K+ 7.9% |
$304K - $359K
|
44.8K
$5.61M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3.27K+ 2.61% |
$303K - $358K
|
129K
$16.1M
|
|
|
May 23, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.22K+ 0.11% |
$298K - $352K
|
2.95M
$370M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.17K+ 4.26% |
$293K - $347K
|
77.4K
$9.7M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.16K+ 2.86% |
$293K - $346K
|
114K
$14.2M
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.16KNew |
$292K - $346K
|
3.16K
$395K
|
|
|
May 11, 2022
Q1 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
3.12KNew |
$289K - $342K
|
3.12K
$391K
|
|
|
May 13, 2022
Q1 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
3.11K+ 1.72% |
$288K - $340K
|
184K
$23M
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.1K+ 29.18% |
$287K - $339K
|
13.7K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$283K - $334K
|
3.06K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 11.9% |
$283K - $334K
|
28.7K
$3.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Coerente Capital Management
|
BUY
|
- |
3.03K+ 1.4% |
$281K - $332K
|
220K
$27.5M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.95K+ 8.72% |
$274K - $323K
|
36.8K
$4.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.94K+ 43.03% |
$272K - $322K
|
9.77K
$1.22M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.93KNew |
$271K - $320K
|
2.93K
$366K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 22.59% |
$267K - $316K
|
15.7K
$1.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 5.67% |
$262K - $310K
|
52.7K
$6.6M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
2.82KNew |
$261K - $308K
|
2.82K
$352K
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.81KNew |
$260K - $307K
|
2.81K
$352K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.8K+ 10.38% |
$260K - $307K
|
29.8K
$3.73M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.8KNew |
$259K - $307K
|
2.8K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.8K+ 7.23% |
$259K - $306K
|
41.5K
$5.19M
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.78K+ 12.95% |
$257K - $304K
|
24.2K
$3.03M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.75K+ 2.31% |
$255K - $301K
|
122K
$15.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 16.25% |
$254K - $300K
|
19.6K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$252K - $298K
|
2.72K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.71KNew |
$250K - $296K
|
2.71K
$339K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2.7K+ 4.11% |
$250K - $295K
|
68.4K
$8.56M
|