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 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
615+ 0.98% |
$54.4K - $64.4K
|
63.3K
$7.92M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
606+ 69.58% |
$53.6K - $63.5K
|
1.48K
$185K
|
|
Aug 12, 2022
Q2 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
600+ 8.58% |
$53K - $62.8K
|
7.59K
$950K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600+ 18.51% |
$53K - $62.8K
|
3.84K
$481K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
589+ 17.26% |
$52.1K - $61.7K
|
4K
$501K
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
571+ 852.24% |
$50.5K - $59.8K
|
638
$79.9K
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
568+ 273.08% |
$50.2K - $59.5K
|
776
$97.2K
|
|
Aug 12, 2022
Q2 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
564+ 9.4% |
$49.8K - $59.1K
|
6.56K
$822K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
542+ 4.44% |
$47.9K - $56.8K
|
12.7K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
539+ 3.77% |
$47.6K - $56.5K
|
14.8K
$1.86M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
534+ 27.68% |
$47.2K - $55.9K
|
2.46K
$308K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
529New |
$46.8K - $55.4K
|
529
$66.2K
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
527+ 2.69% |
$46.6K - $55.2K
|
20.1K
$2.52M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
526+ 26300.0% |
$46.5K - $55.1K
|
528
$66.1K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
520+ 37.55% |
$46K - $54.5K
|
1.91K
$239K
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
516+ 1.3% |
$45.6K - $54K
|
40.2K
$5.04M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
513+ 21.08% |
$45.3K - $53.7K
|
2.95K
$369K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
513+ 1.93% |
$45.3K - $53.7K
|
27.1K
$3.4M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
505+ 4.67% |
$44.6K - $52.9K
|
11.3K
$1.42M
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
500+ 0.65% |
$44.2K - $52.4K
|
77.9K
$9.76M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
499+ 18.13% |
$44.1K - $52.3K
|
3.25K
$407K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
499+ 5.71% |
$44.1K - $52.3K
|
9.23K
$1.16M
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
493+ 2.77% |
$43.6K - $51.6K
|
18.3K
$2.29M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
485+ 1.53% |
$42.9K - $50.8K
|
32.3K
$4.04M
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
480+ 0.51% |
$42.4K - $50.3K
|
95.5K
$12M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
473+ 8.08% |
$41.8K - $49.5K
|
6.32K
$792K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
459+ 3.31% |
$40.6K - $48.1K
|
14.3K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
456+ 1.31% |
$40.3K - $47.8K
|
35.3K
$4.42M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
443+ 4.1% |
$39.2K - $46.4K
|
11.2K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
440+ 7.23% |
$38.9K - $46.1K
|
6.52K
$817K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
434+ 0.84% |
$38.4K - $45.5K
|
51.8K
$6.49M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
424+ 2.38% |
$37.5K - $44.4K
|
18.2K
$2.28M
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
422+ 21.21% |
$37.3K - $44.2K
|
2.41K
$302K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
419+ 6.5% |
$37K - $43.9K
|
6.86K
$859K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
410+ 1025.0% |
$36.2K - $42.9K
|
450
$56.3K
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
402+ 3.79% |
$35.5K - $42.1K
|
11K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
402+ 1.25% |
$35.5K - $42.1K
|
32.5K
$4.07M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 16.67% |
$35.4K - $41.9K
|
2.8K
$351K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
396+ 6.73% |
$35K - $41.5K
|
6.28K
$786K
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
395New |
$34.9K - $41.4K
|
395
$49.5K
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
393+ 16.4% |
$34.7K - $41.2K
|
2.79K
$349K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
389+ 5.16% |
$34.4K - $40.7K
|
7.93K
$993K
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
353+ 4.33% |
$31.2K - $37K
|
8.51K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
345+ 5.21% |
$30.5K - $36.1K
|
6.96K
$872K
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
342+ 4.19% |
$30.2K - $35.8K
|
8.5K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Kidder Stephen W
|
BUY
|
- |
327+ 0.37% |
$28.9K - $34.2K
|
89.1K
$11.2M
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
321+ 0.7% |
$28.4K - $33.6K
|
46.5K
$5.82M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
320+ 8.22% |
$28.3K - $33.5K
|
4.22K
$528K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
319+ 10.8% |
$28.2K - $33.4K
|
3.27K
$410K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
318+ 2.57% |
$28.1K - $33.3K
|
12.7K
$1.59M
|