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 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
19+ 100.0% |
$1.68K - $1.99K
|
38
$4.76K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18+ 6.12% |
$1.59K - $1.89K
|
312
$39.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
16+ 22.22% |
$1.41K - $1.68K
|
88
$11K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
15+ 0.53% |
$1.33K - $1.57K
|
2.84K
$355K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.16% |
$1.15K - $1.36K
|
8.29K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
12New |
$1.06K - $1.26K
|
12
$1.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 14.29% |
$884 - $1.05K
|
80
$10K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.83% |
$884 - $1.05K
|
1.22K
$152K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$795 - $943
|
9
$1.13K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.21% |
$707 - $838
|
3.9K
$488K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7+ 0.08% |
$619 - $733
|
8.67K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 29.17% |
$619 - $733
|
31
$3.88K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
6+ 0.07% |
$530 - $628
|
8.73K
$1.09M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5+ 0.05% |
$442 - $524
|
10.6K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 36.36% |
$354 - $419
|
15
$1.88K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$265 - $314
|
5.66K
$708K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$177 - $209
|
2
$250
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$88.4 - $105
|
6.59K
$825K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1- 20.0% |
$88.4 - $105
|
4
$501
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$88.4 - $105
|
6.05K
$757K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.71% |
$177 - $209
|
278
$34.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5- 0.06% |
$442 - $524
|
8.76K
$1.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 0.44% |
$442 - $524
|
1.14K
$143K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6- 2.35% |
$530 - $628
|
249
$31.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-7- 0.02% |
$619 - $733
|
28.1K
$3.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.63% |
$619 - $733
|
1.1K
$137K
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-8- 0.03% |
$707 - $838
|
24.7K
$3.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.02% |
$707 - $838
|
35.1K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.08% |
$707 - $838
|
9.74K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 2.97% |
$795 - $943
|
294
$36.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-11- 0.25% |
$972 - $1.15K
|
4.43K
$555K
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-13- 0.37% |
$1.15K - $1.36K
|
3.49K
$436K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-15- 0.37% |
$1.33K - $1.57K
|
4.02K
$503K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16- 0.7% |
$1.41K - $1.68K
|
2.28K
$285K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 6.88% |
$1.5K - $1.78K
|
230
$28.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-19- 16.1% |
$1.68K - $1.99K
|
99
$12.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 33.33% |
$1.77K - $2.09K
|
40
$5.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-20- 0.07% |
$1.77K - $2.09K
|
28.2K
$3.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-25- 3.02% |
$2.21K - $2.62K
|
803
$101K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.78% |
$2.21K - $2.62K
|
3.16K
$396K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 26.88% |
$2.21K - $2.62K
|
68
$8.51K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27- 0.8% |
$2.39K - $2.83K
|
3.35K
$420K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-27- 90.0% |
$2.39K - $2.83K
|
3
$376
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 1.6% |
$2.47K - $2.93K
|
1.73K
$216K
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-28- 0.11% |
$2.47K - $2.93K
|
25.5K
$3.2M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29- 0.65% |
$2.56K - $3.04K
|
4.44K
$556K
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-31- 0.2% |
$2.74K - $3.25K
|
15.2K
$1.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-32- 1.04% |
$2.83K - $3.35K
|
3.04K
$381K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 1.34% |
$2.92K - $3.46K
|
2.43K
$304K
|