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 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-323- 5.15% |
$28.5K - $33.8K
|
5.95K
$745K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-335- 6.45% |
$29.6K - $35.1K
|
4.86K
$608K
|
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-339- 7.4% |
$30K - $35.5K
|
4.24K
$531K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-342- 2.59% |
$30.2K - $35.8K
|
12.9K
$1.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-345Closed |
$30.5K - $36.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-349- 0.05% |
$30.8K - $36.6K
|
693K
$86.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-350Closed |
$30.9K - $36.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-350- 0.5% |
$30.9K - $36.7K
|
70.3K
$8.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-350- 1.45% |
$30.9K - $36.7K
|
23.9K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-353- 4.15% |
$31.2K - $37K
|
8.15K
$1.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-356- 3.75% |
$31.5K - $37.3K
|
9.13K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-360- 1.77% |
$31.8K - $37.7K
|
20K
$2.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-361Closed |
$31.9K - $37.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-365- 1.86% |
$32.3K - $38.2K
|
19.3K
$2.41M
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-370- 7.92% |
$32.7K - $38.8K
|
4.3K
$538K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-373- 24.35% |
$33K - $39.1K
|
1.16K
$145K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-381- 3.68% |
$33.7K - $39.9K
|
9.98K
$1.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-385- 7.14% |
$34K - $40.3K
|
5.01K
$627K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-389- 0.8% |
$34.4K - $40.7K
|
48K
$6.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-396- 0.75% |
$35K - $41.5K
|
52.4K
$6.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-400- 13.89% |
$35.4K - $41.9K
|
2.48K
$310K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 59.08% |
$35.4K - $41.9K
|
277
$34.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-410- 10.22% |
$36.2K - $42.9K
|
3.6K
$451K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-413- 2.53% |
$36.5K - $43.3K
|
15.9K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-430- 0.42% |
$38K - $45K
|
102K
$12.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-433- 41.92% |
$38.3K - $45.4K
|
600
$75.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-443- 11.83% |
$39.2K - $46.4K
|
3.3K
$413K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-448- 0.76% |
$39.6K - $46.9K
|
58.6K
$7.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-451- 7.16% |
$39.9K - $47.2K
|
5.85K
$733K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-454- 2.68% |
$40.1K - $47.6K
|
16.5K
$2.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-460Closed |
$40.7K - $48.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-469- 1.02% |
$41.5K - $49.1K
|
45.6K
$5.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-473- 43.92% |
$41.8K - $49.5K
|
604
$75.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-475- 1.14% |
$42K - $49.8K
|
41.1K
$5.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-478- 5.54% |
$42.2K - $50.1K
|
8.15K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-483- 10.55% |
$42.7K - $50.6K
|
4.1K
$513K
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-487- 6.2% |
$43K - $51K
|
7.36K
$922K
|
|
|
Jul 19, 2022
Q2 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-489- 2.31% |
$43.2K - $51.2K
|
20.7K
$2.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-491- 2.44% |
$43.4K - $51.4K
|
19.6K
$2.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-491Closed |
$43.4K - $51.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-493- 10.86% |
$43.6K - $51.6K
|
4.05K
$507K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-500- 10.24% |
$44.2K - $52.4K
|
4.38K
$549K
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-500- 8.62% |
$44.2K - $52.4K
|
5.3K
$664K
|
|
|
Aug 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-505- 0.6% |
$44.6K - $52.9K
|
83.1K
$10.4M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-509- 1.61% |
$45K - $53.3K
|
31.1K
$3.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-513- 12.59% |
$45.3K - $53.7K
|
3.56K
$446K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-522- 0.23% |
$46.1K - $54.7K
|
230K
$28.8M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-525- 14.32% |
$46.4K - $55K
|
3.14K
$393K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-528- 1.06% |
$46.7K - $55.3K
|
49.5K
$6.19M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-545- 25.0% |
$48.2K - $57.1K
|
1.64K
$205K
|