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 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
1.27K+ 1.17% |
$112K - $133K
|
110K
$13.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.27K+ 17.76% |
$112K - $133K
|
8.4K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.25K+ 10.46% |
$110K - $131K
|
13.2K
$1.65M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.23K+ 188.46% |
$108K - $128K
|
1.88K
$235K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.22K+ 1.18% |
$108K - $128K
|
104K
$13M
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
BUY
|
- |
1.22K+ 1.64% |
$107K - $127K
|
75.3K
$9.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1.2K+ 0.83% |
$106K - $126K
|
146K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Noble Path Asset Management LP
New York, NY |
BUY
|
- |
1.2K+ 2.8% |
$106K - $126K
|
44.1K
$5.52M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.18K+ 37.19% |
$104K - $123K
|
4.34K
$543K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.17K+ 4.17% |
$103K - $122K
|
29.2K
$3.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.14KNew |
$101K - $120K
|
1.14K
$143K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.14K+ 0.82% |
$101K - $120K
|
141K
$17.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.13K+ 17.53% |
$100K - $119K
|
7.6K
$952K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13K+ 40.9% |
$99.9K - $118K
|
3.89K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.11K+ 20.05% |
$98.1K - $116K
|
6.65K
$832K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 38.84% |
$96.2K - $114K
|
3.89K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 23.68% |
$95.2K - $113K
|
5.63K
$704K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 106.99% |
$94.7K - $112K
|
2.07K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.07K+ 47.04% |
$94.7K - $112K
|
3.35K
$419K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.04K+ 5.95% |
$91.9K - $109K
|
18.5K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.03K+ 4.03% |
$91.1K - $108K
|
26.6K
$3.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01KNew |
$89.6K - $106K
|
1.01K
$127K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1K+ 18.2% |
$88.7K - $105K
|
6.52K
$816K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 3.2% |
$88.4K - $105K
|
32.2K
$4.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
999+ 11.27% |
$88.3K - $105K
|
9.86K
$1.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
962+ 34.89% |
$85K - $101K
|
3.72K
$466K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
900New |
$79.5K - $94.3K
|
900
$113K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
886+ 6.14% |
$78.3K - $92.8K
|
15.3K
$1.92M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
870New |
$76.9K - $91.1K
|
870
$109K
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
841+ 16.71% |
$74.3K - $88.1K
|
5.87K
$735K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
841New |
$74.3K - $88.1K
|
841
$105K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
826+ 3.18% |
$73K - $86.5K
|
26.8K
$3.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
801+ 1.95% |
$70.8K - $83.9K
|
41.9K
$5.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
800+ 2.34% |
$70.7K - $83.8K
|
34.9K
$4.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
776New |
$68.6K - $81.3K
|
776
$97.2K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
769+ 28.81% |
$68K - $80.5K
|
3.44K
$430K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
744+ 1.66% |
$65.8K - $77.9K
|
45.5K
$5.7M
|
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
732+ 1.7% |
$64.7K - $76.7K
|
43.7K
$5.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
725+ 2.95% |
$64.1K - $75.9K
|
25.3K
$3.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
712+ 6.03% |
$62.9K - $74.6K
|
12.5K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
697+ 5.08% |
$61.6K - $73K
|
14.4K
$1.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
691+ 1.05% |
$61.1K - $72.4K
|
66.3K
$8.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
668+ 22.3% |
$59K - $70K
|
3.66K
$459K
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
BUY
|
- |
660+ 0.5% |
$58.3K - $69.1K
|
132K
$16.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
644+ 5.83% |
$56.9K - $67.5K
|
11.7K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
639+ 0.85% |
$56.5K - $66.9K
|
75.6K
$9.46M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
638+ 16.83% |
$56.4K - $66.8K
|
4.43K
$555K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
636+ 2.75% |
$56.2K - $66.6K
|
23.8K
$2.98M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
631New |
$55.8K - $66.1K
|
631
$79K
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
618+ 4.85% |
$54.6K - $64.7K
|
13.4K
$1.67M
|