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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
112+ 18.15% |
$9.9K - $11.7K
|
729
$91.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
105+ 3.16% |
$9.28K - $11K
|
3.43K
$430K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101+ 0.35% |
$8.93K - $10.6K
|
29.1K
$3.64M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 0.11% |
$8.84K - $10.5K
|
92.9K
$11.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 3.03% |
$8.84K - $10.5K
|
3.4K
$426K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 2.42% |
$8.84K - $10.5K
|
4.23K
$530K
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
98+ 0.61% |
$8.66K - $10.3K
|
16.1K
$2.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
97+ 0.37% |
$8.57K - $10.2K
|
26.5K
$3.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
97+ 0.42% |
$8.57K - $10.2K
|
23.4K
$2.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$8.48K - $10.1K
|
96
$12K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 1.27% |
$8.13K - $9.64K
|
7.32K
$916K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
87+ 2.64% |
$7.69K - $9.11K
|
3.39K
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
85New |
$7.51K - $8.9K
|
85
$10.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84+ 3.43% |
$7.42K - $8.8K
|
2.53K
$317K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 0.86% |
$7.34K - $8.69K
|
9.7K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
82+ 11.01% |
$7.25K - $8.59K
|
827
$104K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
81+ 8.48% |
$7.16K - $8.48K
|
1.04K
$130K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
74+ 0.18% |
$6.54K - $7.75K
|
41.3K
$5.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 39.33% |
$6.19K - $7.33K
|
248
$31K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68New |
$6.01K - $7.12K
|
68
$8.51K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66+ 0.31% |
$5.83K - $6.91K
|
21.1K
$2.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
65+ 14.25% |
$5.74K - $6.81K
|
521
$65.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
63+ 0.84% |
$5.57K - $6.6K
|
7.61K
$952K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
61+ 21.4% |
$5.39K - $6.39K
|
346
$43.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
60+ 0.4% |
$5.3K - $6.28K
|
14.9K
$1.87M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
56+ 0.57% |
$4.95K - $5.87K
|
9.93K
$1.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
53+ 2.83% |
$4.68K - $5.55K
|
1.93K
$241K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 3.64% |
$4.68K - $5.55K
|
1.51K
$189K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
51+ 0.18% |
$4.51K - $5.34K
|
28.8K
$3.6M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
50+ 0.06% |
$4.42K - $5.24K
|
83.6K
$10.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
50+ 2.25% |
$4.42K - $5.24K
|
2.27K
$285K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50New |
$4.42K - $5.24K
|
50
$6.26K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 26.74% |
$4.07K - $4.82K
|
218
$27.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 0.34% |
$3.98K - $4.71K
|
13.3K
$1.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
45+ 0.75% |
$3.98K - $4.71K
|
6.07K
$760K
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
43+ 0.07% |
$3.8K - $4.5K
|
61.8K
$7.73M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
43+ 1.01% |
$3.8K - $4.5K
|
4.31K
$540K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42+ 1.07% |
$3.71K - $4.4K
|
3.97K
$497K
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
41+ 1.49% |
$3.62K - $4.29K
|
2.79K
$349K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 2.39% |
$3.45K - $4.08K
|
1.67K
$209K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 0.57% |
$3.36K - $3.98K
|
6.74K
$844K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
38+ 0.05% |
$3.36K - $3.98K
|
79.3K
$9.93M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
36+ 43.9% |
$3.18K - $3.77K
|
118
$14.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 6.84% |
$3.09K - $3.67K
|
547
$68.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
34+ 1.16% |
$3K - $3.56K
|
2.96K
$370K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 37.97% |
$2.65K - $3.14K
|
109
$13.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
28New |
$2.47K - $2.93K
|
28
$3.51K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
25+ 0.0% |
$2.21K - $2.62K
|
605K
$75.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 47.17% |
$2.21K - $2.62K
|
78
$9.77K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.21% |
$1.94K - $2.3K
|
10.3K
$1.29M
|