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 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-893- 12.44% |
$78.9K - $93.5K
|
6.29K
$787K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-894- 2.19% |
$79K - $93.6K
|
39.9K
$4.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-896Closed |
$79.2K - $93.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-897- 1.68% |
$79.3K - $94K
|
52.5K
$6.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 1.24% |
$79.5K - $94.3K
|
71.4K
$8.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-907- 10.93% |
$80.2K - $95K
|
7.39K
$926K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-911- 27.77% |
$80.5K - $95.4K
|
2.37K
$297K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-915- 3.3% |
$80.9K - $95.8K
|
26.8K
$3.36M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-919- 6.46% |
$81.2K - $96.3K
|
13.3K
$1.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-940- 11.05% |
$83.1K - $98.5K
|
7.57K
$948K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-945- 25.99% |
$83.5K - $99K
|
2.69K
$337K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-953- 2.09% |
$84.2K - $99.8K
|
44.7K
$5.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-957- 1.86% |
$84.6K - $100K
|
50.6K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-957- 4.7% |
$84.6K - $100K
|
19.4K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-959- 5.37% |
$84.8K - $100K
|
16.9K
$2.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-960- 25.3% |
$84.8K - $101K
|
2.83K
$355K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-963Closed |
$85.1K - $101K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-972- 10.16% |
$85.9K - $102K
|
8.6K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1K- 6.92% |
$88.4K - $105K
|
13.4K
$1.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 4.36% |
$91.1K - $108K
|
22.6K
$2.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.05K- 18.94% |
$92.4K - $109K
|
4.47K
$560K
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.05K- 3.22% |
$92.8K - $110K
|
31.6K
$3.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.06K- 8.37% |
$93.2K - $111K
|
11.6K
$1.45M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-1.07K- 14.01% |
$94.5K - $112K
|
6.56K
$822K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.1K- 2.33% |
$97.2K - $115K
|
46.2K
$5.78M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.1K- 4.97% |
$97.2K - $115K
|
21K
$2.63M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.11K- 22.15% |
$98K - $116K
|
3.9K
$488K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.53% |
$98.4K - $117K
|
210K
$26.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.12K- 6.16% |
$99.3K - $118K
|
17.1K
$2.14M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.15K- 7.05% |
$102K - $120K
|
15.2K
$1.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.18K- 26.68% |
$104K - $123K
|
3.24K
$405K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.2K- 2.4% |
$106K - $125K
|
48.5K
$6.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.2K- 2.49% |
$106K - $126K
|
47.2K
$5.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.21K- 5.3% |
$107K - $127K
|
21.7K
$2.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.22K- 0.39% |
$108K - $127K
|
314K
$39.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.23K- 45.59% |
$108K - $128K
|
1.46K
$183K
|
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.23K- 19.5% |
$109K - $129K
|
5.07K
$635K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.25KClosed |
$110K - $131K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.25K- 21.82% |
$110K - $131K
|
4.48K
$561K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 55.31% |
$110K - $131K
|
1.01K
$126K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.28K- 2.98% |
$113K - $134K
|
41.6K
$5.21M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.14% |
$115K - $136K
|
30.1K
$3.76M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.3K- 4.32% |
$115K - $136K
|
28.8K
$3.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.35KClosed |
$119K - $141K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 1.0% |
$122K - $144K
|
136K
$17M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.4K- 63.57% |
$123K - $146K
|
800
$100K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.45K- 10.29% |
$128K - $152K
|
12.6K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.45K- 67.95% |
$128K - $152K
|
683
$85.5K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.46K- 0.97% |
$129K - $152K
|
148K
$18.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.52K- 4.06% |
$134K - $159K
|
35.9K
$4.5M
|