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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
410+ 109.63% |
$37.6K - $45.4K
|
784
$98.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
408+ 0.9% |
$37.4K - $45.2K
|
46K
$5.75M
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
402+ 2.41% |
$36.8K - $44.5K
|
17.1K
$2.14M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
400+ 66.67% |
$36.7K - $44.3K
|
1K
$125K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
389+ 7.8% |
$35.7K - $43.1K
|
5.38K
$673K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
376+ 1.26% |
$34.5K - $41.6K
|
30.3K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
372+ 5.92% |
$34.1K - $41.2K
|
6.65K
$833K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
371+ 5.58% |
$34K - $41.1K
|
7.02K
$879K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
365+ 0.04% |
$33.5K - $40.4K
|
928K
$116M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
362+ 1.35% |
$33.2K - $40.1K
|
27.1K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
360+ 14.42% |
$33K - $39.9K
|
2.86K
$358K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
355+ 16.88% |
$32.5K - $39.3K
|
2.46K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
350+ 0.45% |
$32.1K - $38.8K
|
78.3K
$9.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
349+ 0.71% |
$32K - $38.6K
|
49.3K
$6.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
346+ 23.43% |
$31.7K - $38.3K
|
1.82K
$228K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
345+ 0.18% |
$31.6K - $38.2K
|
192K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
338+ 8.93% |
$31K - $37.4K
|
4.12K
$516K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
335+ 0.46% |
$30.7K - $37.1K
|
73.3K
$9.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
333+ 7.25% |
$30.5K - $36.9K
|
4.93K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
325+ 11.39% |
$29.8K - $36K
|
3.18K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
320+ 24.75% |
$29.3K - $35.4K
|
1.61K
$202K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
314+ 1.32% |
$28.8K - $34.8K
|
24.1K
$3.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
310+ 9.03% |
$28.4K - $34.3K
|
3.74K
$469K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
310+ 171.27% |
$28.4K - $34.3K
|
491
$61.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
300+ 0.14% |
$27.5K - $33.2K
|
222K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
295New |
$27K - $32.7K
|
295
$36.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
293+ 3.13% |
$26.9K - $32.4K
|
9.65K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
286+ 6.39% |
$26.2K - $31.7K
|
4.76K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
276+ 4.7% |
$25.3K - $30.6K
|
6.15K
$770K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
275+ 10.04% |
$25.2K - $30.4K
|
3.02K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
265+ 25.58% |
$24.3K - $29.3K
|
1.3K
$163K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
257+ 4.09% |
$23.6K - $28.5K
|
6.54K
$819K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
250+ 3.0% |
$22.9K - $27.7K
|
8.6K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
250+ 1.69% |
$22.9K - $27.7K
|
15.1K
$1.89M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
247+ 2.4% |
$22.6K - $27.3K
|
10.5K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
247+ 0.59% |
$22.6K - $27.3K
|
42.4K
$5.31M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
240New |
$22K - $26.6K
|
240
$30K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
238+ 2.72% |
$21.8K - $26.4K
|
9K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238+ 23.47% |
$21.8K - $26.4K
|
1.25K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
238+ 6.92% |
$21.8K - $26.4K
|
3.68K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
237New |
$21.7K - $26.2K
|
237
$29.7K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
236+ 5.82% |
$21.6K - $26.1K
|
4.29K
$537K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
236+ 6.62% |
$21.6K - $26.1K
|
3.8K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
233+ 7.44% |
$21.4K - $25.8K
|
3.37K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
226+ 9.03% |
$20.7K - $25K
|
2.73K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
220+ 0.45% |
$20.2K - $24.4K
|
48.7K
$6.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
209+ 95.87% |
$19.2K - $23.1K
|
427
$53.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
209New |
$19.2K - $23.1K
|
209
$26.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
208+ 0.01% |
$19.1K - $23K
|
2.13M
$266M
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
200New |
$18.3K - $22.1K
|
200
$25K
|