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
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.3KNew |
$291K - $345K
|
3.3K
$413K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.29K+ 109.26% |
$291K - $345K
|
6.31K
$789K
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.23K+ 54.93% |
$285K - $338K
|
9.11K
$1.14M
|
|
|
Aug 16, 2022
Q2 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.19KNew |
$281K - $334K
|
3.19K
$399K
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
3.17KNew |
$280K - $332K
|
3.17K
$396K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$279K - $331K
|
3.16K
$396K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.15KNew |
$279K - $330K
|
3.15K
$395K
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.11KNew |
$275K - $325K
|
3.11K
$389K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.09K+ 286.92% |
$273K - $324K
|
4.17K
$522K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.09K+ 1476.56% |
$273K - $323K
|
3.3K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.05K+ 3.66% |
$269K - $319K
|
86.3K
$10.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 5.64% |
$268K - $318K
|
56.9K
$7.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.03K+ 1.36% |
$268K - $318K
|
227K
$28.4M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.03KNew |
$268K - $317K
|
3.03K
$379K
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.02K+ 0.69% |
$266K - $316K
|
439K
$54.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.01KNew |
$266K - $315K
|
3.01K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
3K+ 9.37% |
$265K - $314K
|
35K
$4.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.97K+ 3.94% |
$262K - $311K
|
78.3K
$9.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.96K+ 2.86% |
$262K - $310K
|
106K
$13.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.96K+ 3.27% |
$261K - $310K
|
93.3K
$11.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.93K+ 15.57% |
$259K - $306K
|
21.7K
$2.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.92K+ 31.08% |
$258K - $305K
|
12.3K
$1.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
2.88KNew |
$254K - $301K
|
2.88K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.87K+ 4.16% |
$254K - $301K
|
71.8K
$8.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.86KNew |
$253K - $300K
|
2.86K
$358K
|
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.8K+ 20.98% |
$248K - $294K
|
16.2K
$2.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.7KNew |
$238K - $282K
|
2.7K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.67KNew |
$236K - $280K
|
2.67K
$334K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.63K+ 44.16% |
$232K - $275K
|
8.58K
$1.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.63K+ 1.1% |
$232K - $275K
|
241K
$30.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.62K+ 71.45% |
$232K - $274K
|
6.29K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.58K+ 2.11% |
$228K - $270K
|
125K
$15.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.57K+ 0.76% |
$227K - $269K
|
339K
$42.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.53K+ 0.79% |
$224K - $265K
|
324K
$40.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.53K+ 8.49% |
$224K - $265K
|
32.3K
$4.05M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$223K - $265K
|
2.53K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
2.52KNew |
$223K - $264K
|
2.52K
$316K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.5KNew |
$221K - $262K
|
2.5K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
BUY
|
- |
2.5KNew |
$221K - $262K
|
2.5K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.5KNew |
$221K - $262K
|
2.5K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.48K+ 7.16% |
$219K - $260K
|
37.1K
$4.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
2.48KNew |
$219K - $259K
|
2.48K
$310K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.41K+ 78.79% |
$213K - $252K
|
5.46K
$684K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.4K+ 20.77% |
$212K - $251K
|
14K
$1.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.38K+ 1.81% |
$210K - $249K
|
134K
$16.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.35K+ 13.19% |
$208K - $246K
|
20.2K
$2.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.34K+ 13.32% |
$207K - $245K
|
19.9K
$2.49M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.33KNew |
$206K - $244K
|
2.33K
$292K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.31K+ 19.43% |
$204K - $242K
|
14.2K
$1.78M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.27K+ 0.68% |
$201K - $238K
|
339K
$42.4M
|