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 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-545- 0.45% |
$48.2K - $57.1K
|
121K
$15.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-550- 3.69% |
$48.6K - $57.6K
|
14.4K
$1.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-551- 1.18% |
$48.7K - $57.7K
|
46.3K
$5.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-552- 2.42% |
$48.8K - $57.8K
|
22.3K
$2.79M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-557- 1.86% |
$49.2K - $58.3K
|
29.4K
$3.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-576- 6.42% |
$50.9K - $60.3K
|
8.4K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-590- 14.57% |
$52.1K - $61.8K
|
3.46K
$433K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.56% |
$53K - $62.8K
|
106K
$13.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-607- 2.43% |
$53.6K - $63.6K
|
24.4K
$3.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-607- 1.27% |
$53.6K - $63.6K
|
47.1K
$5.89M
|
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-619- 1.64% |
$54.7K - $64.8K
|
37K
$4.63M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-621- 2.03% |
$54.9K - $65K
|
29.9K
$3.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-623- 1.06% |
$55.1K - $65.3K
|
57.9K
$7.25M
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-625- 2.97% |
$55.2K - $65.5K
|
20.4K
$2.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Page Arthur B
|
SELL
|
- |
-656- 2.05% |
$58K - $68.7K
|
31.4K
$3.93M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-658- 1.81% |
$58.2K - $68.9K
|
35.8K
$4.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-681- 1.29% |
$60.2K - $71.3K
|
52K
$6.52M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-684- 10.29% |
$60.5K - $71.6K
|
5.97K
$747K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-691- 15.04% |
$61.1K - $72.4K
|
3.9K
$489K
|
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
SELL
|
- |
-702- 1.78% |
$62K - $73.5K
|
38.7K
$4.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-715- 5.71% |
$63.2K - $74.9K
|
11.8K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-719- 1.32% |
$63.5K - $75.3K
|
53.7K
$6.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-723- 7.38% |
$63.9K - $75.7K
|
9.07K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-731- 7.9% |
$64.6K - $76.6K
|
8.52K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-738- 10.2% |
$65.2K - $77.3K
|
6.5K
$813K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-743- 4.2% |
$65.7K - $77.8K
|
17K
$2.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-747- 17.26% |
$66K - $78.2K
|
3.58K
$448K
|
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-750- 12.77% |
$66.3K - $78.6K
|
5.12K
$642K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-766- 29.47% |
$67.7K - $80.2K
|
1.83K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-768- 8.19% |
$67.9K - $80.4K
|
8.61K
$1.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-769- 4.58% |
$68K - $80.5K
|
16K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-770- 3.76% |
$68.1K - $80.6K
|
19.7K
$2.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-784- 16.01% |
$69.3K - $82.1K
|
4.11K
$515K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-784- 16.01% |
$69.3K - $82.1K
|
4.11K
$515K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-796- 14.02% |
$70.4K - $83.4K
|
4.88K
$611K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-798- 1.08% |
$70.5K - $83.6K
|
73K
$9.13M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-800- 22.99% |
$70.7K - $83.8K
|
2.68K
$336K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-800Closed |
$70.7K - $83.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-804- 3.46% |
$71.1K - $84.2K
|
22.5K
$2.81M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-805- 5.78% |
$71.1K - $84.3K
|
13.1K
$1.64M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-805- 34.82% |
$71.1K - $84.3K
|
1.51K
$189K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-838- 2.02% |
$74.1K - $87.8K
|
40.6K
$5.09M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-843- 9.23% |
$74.5K - $88.3K
|
8.29K
$1.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-856- 1.52% |
$75.7K - $89.7K
|
55.6K
$6.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-858- 19.16% |
$75.8K - $89.9K
|
3.62K
$453K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-863- 12.5% |
$76.3K - $90.4K
|
6.04K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-864Closed |
$76.4K - $90.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-867- 7.37% |
$76.6K - $90.8K
|
10.9K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-868- 12.84% |
$76.7K - $90.9K
|
5.89K
$738K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-880- 17.44% |
$77.8K - $92.2K
|
4.17K
$521K
|