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
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-188- 47.84% |
$16.6K - $19.7K
|
205
$25.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-190- 2.3% |
$16.8K - $19.9K
|
8.08K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-191- 0.3% |
$16.9K - $20K
|
63.9K
$8M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-191- 0.3% |
$16.9K - $20K
|
63.9K
$8M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-195- 2.33% |
$17.2K - $20.4K
|
8.18K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-195- 1.52% |
$17.2K - $20.4K
|
12.6K
$1.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-196- 0.66% |
$17.3K - $20.5K
|
29.4K
$3.68M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 7.69% |
$17.7K - $20.9K
|
2.4K
$300K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-200- 2.84% |
$17.7K - $20.9K
|
6.85K
$857K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-200- 1.48% |
$17.7K - $20.9K
|
13.3K
$1.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-205- 1.71% |
$18.1K - $21.5K
|
11.8K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-209- 4.32% |
$18.5K - $21.9K
|
4.63K
$579K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-212- 5.02% |
$18.7K - $22.2K
|
4.01K
$502K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-212Closed |
$18.7K - $22.2K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-214- 6.7% |
$18.9K - $22.4K
|
2.98K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-215- 7.01% |
$19K - $22.5K
|
2.85K
$357K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-216- 3.91% |
$19.1K - $22.6K
|
5.31K
$665K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-220- 7.07% |
$19.4K - $23K
|
2.89K
$362K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 37.67% |
$20K - $23.7K
|
374
$46.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-228- 6.59% |
$20.2K - $23.9K
|
3.23K
$405K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-233- 0.3% |
$20.6K - $24.4K
|
76.8K
$9.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236- 5.51% |
$20.9K - $24.7K
|
4.05K
$507K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-236- 3.57% |
$20.9K - $24.7K
|
6.37K
$797K
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-240- 4.05% |
$21.2K - $25.1K
|
5.69K
$712K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-243- 5.82% |
$21.5K - $25.5K
|
3.94K
$493K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-244- 3.27% |
$21.6K - $25.6K
|
7.21K
$903K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-246- 0.41% |
$21.7K - $25.8K
|
60K
$7.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-250- 3.8% |
$22.1K - $26.2K
|
6.33K
$792K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-263- 7.75% |
$23.2K - $27.5K
|
3.13K
$392K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-268- 1.57% |
$23.7K - $28.1K
|
16.8K
$2.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-271- 6.3% |
$24K - $28.4K
|
4.03K
$505K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-283- 3.88% |
$25K - $29.6K
|
7K
$877K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-286- 6.92% |
$25.3K - $30K
|
3.85K
$481K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-290- 2.35% |
$25.6K - $30.4K
|
12.1K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-290- 4.02% |
$25.6K - $30.4K
|
6.93K
$868K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-292- 10.45% |
$25.8K - $30.6K
|
2.5K
$313K
|
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-293- 6.83% |
$25.9K - $30.7K
|
3.99K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-298- 7.3% |
$26.3K - $31.2K
|
3.79K
$474K
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-299- 10.62% |
$26.4K - $31.3K
|
2.52K
$315K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-300Closed |
$26.5K - $31.4K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
SELL
|
- |
-300- 2.97% |
$26.5K - $31.4K
|
9.8K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-300- 0.47% |
$26.5K - $31.4K
|
64.1K
$8.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-300- 4.32% |
$26.5K - $31.4K
|
6.64K
$831K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-300- 1.37% |
$26.5K - $31.4K
|
21.6K
$2.7M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-300- 0.93% |
$26.5K - $31.4K
|
32.1K
$4.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-301- 2.93% |
$26.6K - $31.5K
|
9.96K
$1.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Palmer Knight CO
|
SELL
|
- |
-312- 0.6% |
$27.6K - $32.7K
|
51.5K
$6.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-316- 7.91% |
$27.9K - $33.1K
|
3.68K
$460K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
SELL
|
- |
-318- 2.93% |
$28.1K - $33.3K
|
10.5K
$1.32M
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-320- 1.51% |
$28.3K - $33.5K
|
20.9K
$2.62M
|