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
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.69K+ 4.44% |
$249K - $295K
|
63.3K
$7.93M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.69KNew |
$249K - $294K
|
2.69K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 7.44% |
$249K - $294K
|
38.8K
$4.86M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.65KNew |
$245K - $290K
|
2.65K
$332K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.62K+ 28.13% |
$243K - $287K
|
11.9K
$1.49M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.62K+ 10.3% |
$242K - $286K
|
28K
$3.51M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.61KNew |
$242K - $286K
|
2.61K
$327K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.61KNew |
$242K - $286K
|
2.61K
$327K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
2.6K+ 7.14% |
$240K - $284K
|
38.9K
$4.87M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.59K+ 9.03% |
$240K - $283K
|
31.2K
$3.91M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.54K+ 10.36% |
$235K - $278K
|
27.1K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.53K+ 25.42% |
$234K - $277K
|
12.5K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.52K+ 19.86% |
$233K - $276K
|
15.2K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.51KNew |
$233K - $275K
|
2.51K
$315K
|
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.43KNew |
$225K - $266K
|
2.43K
$304K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42KNew |
$224K - $265K
|
2.42K
$303K
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$222K - $263K
|
2.4K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.37K+ 46.31% |
$220K - $260K
|
7.49K
$938K
|
|
|
May 10, 2022
Q1 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.37K+ 0.71% |
$219K - $259K
|
336K
$42.1M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.35K+ 12.73% |
$217K - $257K
|
20.8K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.31KNew |
$214K - $253K
|
2.31K
$289K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.28K+ 0.97% |
$211K - $250K
|
238K
$29.8M
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.27K+ 69.93% |
$211K - $249K
|
5.53K
$692K
|
|
|
May 23, 2022
Q1 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2.27K+ 38.67% |
$211K - $249K
|
8.15K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.27KNew |
$210K - $248K
|
2.27K
$284K
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.26K+ 44.0% |
$209K - $248K
|
7.4K
$927K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.26KNew |
$209K - $247K
|
2.26K
$282K
|
|
|
May 13, 2022
Q1 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$207K - $244K
|
2.23K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.23K+ 20.31% |
$206K - $244K
|
13.2K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
2.22K+ 6.75% |
$205K - $243K
|
35.1K
$4.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.2K+ 10.94% |
$204K - $241K
|
22.3K
$2.8M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.2KNew |
$204K - $241K
|
2.2K
$275K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.18KNew |
$202K - $239K
|
2.18K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.17K+ 20.82% |
$201K - $238K
|
12.6K
$1.58M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.16K+ 6.65% |
$200K - $236K
|
34.6K
$4.33M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.12KNew |
$197K - $233K
|
2.12K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.12KNew |
$196K - $232K
|
2.12K
$265K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.08K+ 29.16% |
$193K - $228K
|
9.21K
$1.15M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.07K+ 46.75% |
$192K - $227K
|
6.5K
$814K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.05K+ 27.8% |
$189K - $224K
|
9.4K
$1.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.04K+ 5.24% |
$189K - $224K
|
41.1K
$5.14M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 20.67% |
$189K - $223K
|
11.9K
$1.49M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 84.2% |
$188K - $222K
|
4.43K
$555K
|
|
|
May 13, 2022
Q1 2022
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
2K+ 40.0% |
$185K - $219K
|
7K
$876K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.99K+ 7.82% |
$185K - $218K
|
27.5K
$3.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.99KNew |
$184K - $218K
|
1.99K
$249K
|
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.98K+ 119.04% |
$183K - $216K
|
3.64K
$455K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.94K+ 28.6% |
$180K - $212K
|
8.72K
$1.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 6.38% |
$177K - $209K
|
31.8K
$3.98M
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.9K+ 14.62% |
$176K - $208K
|
14.9K
$1.87M
|