Purchases and Sales Made in Q2 2022 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
318+ 2.57% |
$28.1K - $33.3K
|
12.7K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
318+ 6.24% |
$28.1K - $33.3K
|
5.42K
$678K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
317+ 1.98% |
$28K - $33.2K
|
16.4K
$2.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
315+ 0.9% |
$27.8K - $33K
|
35.4K
$4.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
314New |
$27.8K - $32.9K
|
314
$39.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
300+ 3.05% |
$26.5K - $31.4K
|
10.1K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
300+ 0.79% |
$26.5K - $31.4K
|
38.5K
$4.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
292+ 1.89% |
$25.8K - $30.6K
|
15.7K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
284+ 2.21% |
$25.1K - $29.7K
|
13.1K
$1.64M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
277+ 5.88% |
$24.5K - $29K
|
4.99K
$624K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
275+ 44.0% |
$24.3K - $28.8K
|
900
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
264+ 11.83% |
$23.3K - $27.7K
|
2.5K
$312K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
259+ 0.29% |
$22.9K - $27.1K
|
89.9K
$11.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
BUY
|
- |
254+ 0.26% |
$22.4K - $26.6K
|
96.7K
$12.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
244+ 5.97% |
$21.6K - $25.6K
|
4.33K
$542K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
240New |
$21.2K - $25.1K
|
240
$30K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
240+ 8.39% |
$21.2K - $25.1K
|
3.1K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
233+ 10.27% |
$20.6K - $24.4K
|
2.5K
$313K
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
224+ 0.46% |
$19.8K - $23.5K
|
48.9K
$6.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
224+ 6.65% |
$19.8K - $23.5K
|
3.59K
$450K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
216+ 3.78% |
$19.1K - $22.6K
|
5.93K
$742K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
212+ 5.04% |
$18.7K - $22.2K
|
4.42K
$554K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
211+ 16.43% |
$18.6K - $22.1K
|
1.5K
$187K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
202+ 7.44% |
$17.9K - $21.2K
|
2.92K
$365K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 8.87% |
$17.7K - $20.9K
|
2.46K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$17.7K - $20.9K
|
200
$25K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
198+ 3.5% |
$17.5K - $20.7K
|
5.86K
$733K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
197+ 0.95% |
$17.4K - $20.6K
|
21K
$2.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
195+ 0.32% |
$17.2K - $20.4K
|
60.6K
$7.59M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
195+ 1.79% |
$17.2K - $20.4K
|
11.1K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
190New |
$16.8K - $19.9K
|
190
$23.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
188+ 0.5% |
$16.6K - $19.7K
|
37.5K
$4.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
188+ 4.27% |
$16.6K - $19.7K
|
4.59K
$575K
|
|
|
Jul 19, 2022
Q2 2022
|
Puzo Michael J
|
BUY
|
- |
186+ 0.23% |
$16.4K - $19.5K
|
79.9K
$10M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
180New |
$15.9K - $18.9K
|
180
$22.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
173+ 0.88% |
$15.3K - $18.1K
|
19.9K
$2.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
169+ 1.04% |
$14.9K - $17.7K
|
16.4K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
157+ 0.67% |
$13.9K - $16.4K
|
23.4K
$2.93M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 40.63% |
$13.6K - $16.1K
|
533
$66.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
153+ 1.46% |
$13.5K - $16K
|
10.7K
$1.33M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
143+ 5.45% |
$12.6K - $15K
|
2.77K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
143+ 0.4% |
$12.6K - $15K
|
36K
$4.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140New |
$12.4K - $14.7K
|
140
$17.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
135+ 0.82% |
$11.9K - $14.1K
|
16.6K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
132+ 4.38% |
$11.7K - $13.8K
|
3.15K
$394K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 2.8% |
$11.5K - $13.6K
|
4.77K
$597K
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
128+ 0.12% |
$11.3K - $13.4K
|
110K
$13.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
128+ 71.91% |
$11.3K - $13.4K
|
306
$38.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 30.0% |
$10.6K - $12.6K
|
520
$65.1K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
120+ 8.22% |
$10.6K - $12.6K
|
1.58K
$198K
|