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 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-91- 1.97% |
$8.04K - $9.53K
|
4.53K
$568K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-92- 8.05% |
$8.13K - $9.64K
|
1.05K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-94- 2.26% |
$8.31K - $9.85K
|
4.06K
$508K
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-95- 0.08% |
$8.4K - $9.95K
|
115K
$14.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-95- 0.01% |
$8.4K - $9.95K
|
695K
$87M
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-95- 0.01% |
$8.4K - $9.95K
|
695K
$87M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-97Closed |
$8.57K - $10.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-98- 4.15% |
$8.66K - $10.3K
|
2.27K
$284K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
SELL
|
- |
-100- 1.66% |
$8.84K - $10.5K
|
5.92K
$742K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 5.0% |
$8.84K - $10.5K
|
1.9K
$238K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-104- 2.04% |
$9.19K - $10.9K
|
4.98K
$624K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-106- 1.74% |
$9.37K - $11.1K
|
6K
$751K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-106Closed |
$9.37K - $11.1K
|
0
$0
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-108- 0.86% |
$9.55K - $11.3K
|
12.4K
$1.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-109- 35.97% |
$9.63K - $11.4K
|
194
$24.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-110- 2.54% |
$9.72K - $11.5K
|
4.22K
$529K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-113- 3.01% |
$9.99K - $11.8K
|
3.64K
$455K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-120- 0.02% |
$10.6K - $12.6K
|
736K
$92.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-122- 2.51% |
$10.8K - $12.8K
|
4.73K
$592K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-123- 0.19% |
$10.9K - $12.9K
|
66.1K
$8.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-124- 0.33% |
$11K - $13K
|
37.6K
$4.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-125- 1.55% |
$11K - $13.1K
|
7.95K
$996K
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-134- 0.15% |
$11.8K - $14K
|
89.4K
$11.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-136Closed |
$12K - $14.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-140- 2.29% |
$12.4K - $14.7K
|
5.97K
$747K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-144- 1.72% |
$12.7K - $15.1K
|
8.21K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 4.75% |
$13.2K - $15.6K
|
2.99K
$374K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 4.75% |
$13.2K - $15.6K
|
2.99K
$374K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-150- 1.3% |
$13.3K - $15.7K
|
11.4K
$1.43M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-150- 0.54% |
$13.3K - $15.7K
|
27.9K
$3.49M
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-153- 3.84% |
$13.5K - $16K
|
3.83K
$479K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-153- 5.9% |
$13.5K - $16K
|
2.44K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-153- 1.23% |
$13.5K - $16K
|
12.3K
$1.54M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-166- 0.14% |
$14.7K - $17.4K
|
122K
$15.3M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-169- 71.61% |
$14.9K - $17.7K
|
67
$8.39K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-170- 2.91% |
$15K - $17.8K
|
5.67K
$710K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-171- 4.54% |
$15.1K - $17.9K
|
3.59K
$450K
|
|
|
Aug 15, 2022
Q2 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-171- 1.87% |
$15.1K - $17.9K
|
8.98K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-172- 12.73% |
$15.2K - $18K
|
1.18K
$148K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-172- 1.8% |
$15.2K - $18K
|
9.36K
$1.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 5.46% |
$15.7K - $18.6K
|
3.08K
$386K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 0.46% |
$15.8K - $18.7K
|
38.6K
$4.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-179- 0.17% |
$15.8K - $18.7K
|
105K
$13.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-180- 0.25% |
$15.9K - $18.9K
|
72.9K
$9.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-181- 23.03% |
$16K - $19K
|
605
$75.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-181- 0.4% |
$16K - $19K
|
44.8K
$5.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-185- 0.55% |
$16.4K - $19.4K
|
33.2K
$4.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-185- 15.65% |
$16.4K - $19.4K
|
997
$125K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-185- 0.54% |
$16.4K - $19.4K
|
33.8K
$4.24M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-185- 1.14% |
$16.4K - $19.4K
|
16.1K
$2.01M
|