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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.54K- 5.95% |
$136K - $161K
|
24.3K
$3.04M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 1.39% |
$136K - $161K
|
109K
$13.7M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.57K- 29.44% |
$139K - $164K
|
3.76K
$471K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.58K- 36.47% |
$140K - $165K
|
2.75K
$345K
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
SELL
|
- |
-1.6K- 20.0% |
$141K - $168K
|
6.4K
$801K
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.6K- 4.64% |
$141K - $168K
|
32.9K
$4.12M
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.63K- 4.45% |
$144K - $171K
|
35K
$4.39M
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.63K- 4.45% |
$144K - $171K
|
35K
$4.39M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.68K- 5.94% |
$149K - $176K
|
26.7K
$3.34M
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.7KClosed |
$150K - $178K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Dempze Nancy E
|
SELL
|
- |
-1.7K- 6.21% |
$151K - $178K
|
25.7K
$3.22M
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.72K- 9.33% |
$152K - $180K
|
16.7K
$2.09M
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.77K- 3.97% |
$157K - $186K
|
42.9K
$5.37M
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-1.8K- 7.6% |
$159K - $188K
|
21.9K
$2.74M
|
|
Jul 14, 2022
Q2 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-1.8K- 1.0% |
$159K - $189K
|
178K
$22.3M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 13.1% |
$159K - $189K
|
11.9K
$1.5M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.85K- 27.87% |
$164K - $194K
|
4.8K
$601K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.86K- 0.53% |
$165K - $195K
|
352K
$44.1M
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.89K- 3.65% |
$167K - $198K
|
49.9K
$6.25M
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
SELL
|
- |
-1.9K- 4.92% |
$168K - $199K
|
36.7K
$4.59M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.91K- 8.97% |
$168K - $200K
|
19.3K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 1.7% |
$169K - $200K
|
111K
$13.9M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.93K- 27.52% |
$170K - $202K
|
5.08K
$636K
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.97K- 4.38% |
$174K - $206K
|
42.9K
$5.37M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.98KClosed |
$175K - $208K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.99KClosed |
$176K - $209K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2KClosed |
$177K - $209K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2K- 7.76% |
$177K - $209K
|
23.8K
$2.98M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.01KClosed |
$178K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.01KClosed |
$178K - $211K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.04K- 4.02% |
$180K - $213K
|
48.6K
$6.09M
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-2.05KClosed |
$181K - $215K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.05KClosed |
$181K - $215K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.05KClosed |
$181K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-2.06KClosed |
$182K - $216K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.07KClosed |
$183K - $217K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.1KClosed |
$186K - $220K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.1KClosed |
$186K - $220K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.12KClosed |
$187K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2.16KClosed |
$191K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.17KClosed |
$192K - $227K
|
0
$0
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.18KClosed |
$193K - $228K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.19KClosed |
$193K - $229K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.2KClosed |
$194K - $230K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.2KClosed |
$194K - $230K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.2K- 17.58% |
$195K - $231K
|
10.3K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-2.22K- 4.65% |
$196K - $233K
|
45.6K
$5.71M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$198K - $235K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.33K- 18.67% |
$206K - $244K
|
10.2K
$1.27M
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.34KClosed |
$207K - $245K
|
0
$0
|