Purchases and Sales Made in Q3 2022 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
690+ 2.12% |
$63.2K - $76.4K
|
33.2K
$4.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
689+ 199.13% |
$63.2K - $76.3K
|
1.04K
$130K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
688+ 10.02% |
$63.1K - $76.2K
|
7.55K
$945K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
675+ 3.23% |
$61.9K - $74.7K
|
21.6K
$2.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
673+ 11.96% |
$61.7K - $74.5K
|
6.3K
$789K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
672+ 7.28% |
$61.6K - $74.4K
|
9.9K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
672+ 5.46% |
$61.6K - $74.4K
|
13K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
670+ 7.16% |
$61.4K - $74.2K
|
10K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
661+ 21.71% |
$60.6K - $73.2K
|
3.71K
$464K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
655+ 7.17% |
$60K - $72.5K
|
9.79K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
626+ 16.29% |
$57.4K - $69.3K
|
4.47K
$559K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
626+ 4.6% |
$57.4K - $69.3K
|
14.2K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Dempze Nancy E
|
BUY
|
- |
625+ 2.43% |
$57.3K - $69.2K
|
26.4K
$3.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
615+ 15.8% |
$56.4K - $68.1K
|
4.51K
$564K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
593+ 1.14% |
$54.4K - $65.7K
|
52.6K
$6.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
591+ 23.36% |
$54.2K - $65.4K
|
3.12K
$391K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
574+ 9.64% |
$52.6K - $63.6K
|
6.53K
$817K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
571+ 14.85% |
$52.3K - $63.2K
|
4.42K
$553K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
570+ 4.99% |
$52.2K - $63.1K
|
12K
$1.5M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
568+ 273.08% |
$52.1K - $62.9K
|
776
$97.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
566+ 19.97% |
$51.9K - $62.7K
|
3.4K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
566+ 15.06% |
$51.9K - $62.7K
|
4.32K
$541K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
564New |
$51.7K - $62.4K
|
564
$70.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
548+ 2.5% |
$50.2K - $60.7K
|
22.5K
$2.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
535+ 0.76% |
$49K - $59.2K
|
70.8K
$8.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
530+ 0.15% |
$48.6K - $58.7K
|
352K
$44.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
527+ 19.1% |
$48.3K - $58.3K
|
3.29K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
519+ 10.04% |
$47.6K - $57.5K
|
5.69K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
516+ 2.39% |
$47.3K - $57.1K
|
22.1K
$2.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
513+ 3.76% |
$47K - $56.8K
|
14.2K
$1.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
510+ 4.07% |
$46.7K - $56.5K
|
13K
$1.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
509+ 44.53% |
$46.7K - $56.4K
|
1.65K
$207K
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
BUY
|
- |
506+ 0.67% |
$46.4K - $56K
|
75.8K
$9.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
506+ 17.82% |
$46.4K - $56K
|
3.35K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
506+ 2.18% |
$46.4K - $56K
|
23.8K
$2.97M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
502+ 0.76% |
$46K - $55.6K
|
66.6K
$8.33M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
468+ 3.71% |
$42.9K - $51.8K
|
13.1K
$1.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
454+ 1.13% |
$41.6K - $50.3K
|
40.7K
$5.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 41.39% |
$41.6K - $50.3K
|
1.55K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
452New |
$41.4K - $50K
|
452
$56.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
450+ 0.34% |
$41.2K - $49.8K
|
132K
$16.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
448+ 0.17% |
$41.1K - $49.6K
|
262K
$32.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
447+ 17.13% |
$41K - $49.5K
|
3.06K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
431+ 6.77% |
$39.5K - $47.7K
|
6.8K
$851K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
425+ 14.77% |
$39K - $47.1K
|
3.3K
$414K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
424+ 6.5% |
$38.9K - $46.9K
|
6.94K
$869K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
423+ 0.46% |
$38.8K - $46.8K
|
93.3K
$11.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
420+ 21.78% |
$38.5K - $46.5K
|
2.35K
$294K
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
415+ 0.63% |
$38K - $45.9K
|
66.8K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
413+ 4.16% |
$37.9K - $45.7K
|
10.3K
$1.3M
|