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 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.1K+ 2.96% |
$102K - $121K
|
38.4K
$4.81M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.1K+ 40.88% |
$102K - $120K
|
3.79K
$475K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$102K - $120K
|
1.1K
$138K
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.1K+ 2.17% |
$102K - $120K
|
51.5K
$6.45M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.09K+ 3.0% |
$101K - $120K
|
37.5K
$4.69M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 26.16% |
$99.9K - $118K
|
5.2K
$651K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
1.06K+ 2.27% |
$98.2K - $116K
|
47.8K
$5.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 13.96% |
$97.9K - $116K
|
8.63K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 3.01% |
$97.1K - $115K
|
35.9K
$4.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.04K+ 12.52% |
$96.7K - $114K
|
9.38K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.03K+ 1.21% |
$95.4K - $113K
|
85.9K
$10.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.02K+ 0.28% |
$94.4K - $112K
|
360K
$45.1M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.01K+ 2.76% |
$93.3K - $110K
|
37.5K
$4.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
952+ 31.44% |
$88.2K - $104K
|
3.98K
$498K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
935+ 11.99% |
$86.6K - $102K
|
8.73K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
932+ 1.81% |
$86.3K - $102K
|
52.5K
$6.58M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
925+ 3.64% |
$85.7K - $101K
|
26.4K
$3.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
913+ 3.65% |
$84.5K - $99.9K
|
25.9K
$3.25M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
898+ 9.61% |
$83.2K - $98.3K
|
10.2K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
896New |
$83K - $98.1K
|
896
$112K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
891+ 16.05% |
$82.5K - $97.5K
|
6.44K
$807K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
881+ 17.76% |
$81.6K - $96.4K
|
5.84K
$731K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
870+ 10.41% |
$80.6K - $95.2K
|
9.23K
$1.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
865+ 4.1% |
$80.1K - $94.7K
|
22K
$2.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
856+ 0.79% |
$79.3K - $93.7K
|
109K
$13.6M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
849+ 5.01% |
$78.6K - $92.9K
|
17.8K
$2.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
842+ 529.56% |
$78K - $92.2K
|
1K
$125K
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
841+ 4.49% |
$77.9K - $92.1K
|
19.6K
$2.45M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
840+ 1.07% |
$77.8K - $92K
|
79.3K
$9.93M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
823+ 3.67% |
$76.2K - $90.1K
|
23.3K
$2.91M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
811+ 28.4% |
$75.1K - $88.8K
|
3.67K
$459K
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
810+ 14.1% |
$75K - $88.7K
|
6.56K
$821K
|
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
798New |
$73.9K - $87.4K
|
798
$99.9K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
798+ 18.6% |
$73.9K - $87.4K
|
5.09K
$637K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
791+ 21.46% |
$73.2K - $86.6K
|
4.48K
$561K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
788+ 14.29% |
$73K - $86.3K
|
6.3K
$789K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
781+ 2.58% |
$72.3K - $85.5K
|
31.1K
$3.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
761+ 6.89% |
$70.5K - $83.3K
|
11.8K
$1.48M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
760+ 13.09% |
$70.4K - $83.2K
|
6.57K
$822K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
759+ 0.58% |
$70.3K - $83.1K
|
131K
$16.4M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
740+ 20.59% |
$68.5K - $81K
|
4.33K
$543K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
727+ 1.3% |
$67.3K - $79.6K
|
56.5K
$7.07M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
702+ 6.11% |
$65K - $76.8K
|
12.2K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
701+ 22.89% |
$64.9K - $76.7K
|
3.76K
$471K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
690+ 21.32% |
$63.9K - $75.5K
|
3.93K
$492K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
678+ 29.29% |
$62.8K - $74.2K
|
2.99K
$375K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
650+ 3.23% |
$60.2K - $71.2K
|
20.8K
$2.6M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
640+ 0.25% |
$59.3K - $70.1K
|
255K
$31.9M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
613+ 8.07% |
$56.8K - $67.1K
|
8.21K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$55.6K - $65.7K
|
600
$75.1K
|