Purchases and Sales Made in Q1 2022 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-112- 1.11% |
$10.4K - $12.3K
|
9.93K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-113- 2.5% |
$10.5K - $12.4K
|
4.4K
$551K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-116- 1.5% |
$10.7K - $12.7K
|
7.63K
$956K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-124- 3.88% |
$11.5K - $13.6K
|
3.07K
$384K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-125- 5.62% |
$11.6K - $13.7K
|
2.1K
$263K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-137- 1.13% |
$12.7K - $15K
|
12K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-137- 3.32% |
$12.7K - $15K
|
3.99K
$500K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-138- 82.14% |
$12.8K - $15.1K
|
30
$3.76K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-141- 37.4% |
$13.1K - $15.4K
|
236
$29.5K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 5.45% |
$13.1K - $15.5K
|
2.46K
$308K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-144- 1.25% |
$13.3K - $15.8K
|
11.4K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-150- 4.48% |
$13.9K - $16.4K
|
3.2K
$400K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-151- 5.53% |
$14K - $16.5K
|
2.58K
$323K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-160- 9.05% |
$14.8K - $17.5K
|
1.61K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-165- 3.71% |
$15.3K - $18.1K
|
4.29K
$536K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-168- 48.55% |
$15.6K - $18.4K
|
178
$22.3K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-168- 4.46% |
$15.6K - $18.4K
|
3.6K
$451K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-170- 2.36% |
$15.7K - $18.6K
|
7.03K
$881K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-170Closed |
$15.7K - $18.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-177- 1.41% |
$16.4K - $19.4K
|
12.4K
$1.55M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-179- 0.11% |
$16.6K - $19.6K
|
163K
$20.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-186- 34.0% |
$17.2K - $20.4K
|
361
$45.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-196- 2.98% |
$18.1K - $21.5K
|
6.39K
$800K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-197- 5.73% |
$18.2K - $21.6K
|
3.24K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-198- 6.74% |
$18.3K - $21.7K
|
2.74K
$343K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-199- 4.65% |
$18.4K - $21.8K
|
4.08K
$510K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 3.38% |
$18.5K - $21.9K
|
5.71K
$715K
|
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-200- 0.3% |
$18.5K - $21.9K
|
66.3K
$8.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-200- 7.08% |
$18.5K - $21.9K
|
2.63K
$329K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-200- 0.58% |
$18.5K - $21.9K
|
34K
$4.26M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-201- 2.13% |
$18.6K - $22K
|
9.25K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-205- 8.17% |
$19K - $22.4K
|
2.3K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-220- 9.11% |
$20.4K - $24.1K
|
2.2K
$275K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-230- 3.67% |
$21.3K - $25.2K
|
6.03K
$755K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-237- 0.22% |
$21.9K - $25.9K
|
108K
$13.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-240Closed |
$22.2K - $26.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-253- 0.25% |
$23.4K - $27.7K
|
101K
$12.6M
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-270- 9.41% |
$25K - $29.6K
|
2.6K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-271- 10.51% |
$25.1K - $29.7K
|
2.31K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-275- 1.67% |
$25.5K - $30.1K
|
16.2K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-276- 11.3% |
$25.6K - $30.2K
|
2.17K
$271K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-280- 83.83% |
$25.9K - $30.7K
|
54
$6.76K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-287- 2.05% |
$26.6K - $31.4K
|
13.7K
$1.71M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-291Closed |
$26.9K - $31.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-295- 5.73% |
$27.3K - $32.3K
|
4.85K
$608K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-298Closed |
$27.6K - $32.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-300- 11.17% |
$27.8K - $32.8K
|
2.39K
$299K
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-300- 1.18% |
$27.8K - $32.8K
|
25.2K
$3.16M
|
|
|
May 10, 2022
Q1 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-306- 4.85% |
$28.3K - $33.5K
|
6K
$751K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-311- 10.14% |
$28.8K - $34K
|
2.76K
$345K
|