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
|
Somerville Kurt F
|
BUY
|
- |
195+ 0.13% |
$17.9K - $21.6K
|
156K
$19.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
193+ 0.21% |
$17.7K - $21.4K
|
93.5K
$11.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
189+ 2.33% |
$17.3K - $20.9K
|
8.29K
$1.04M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
187+ 12.41% |
$17.1K - $20.7K
|
1.69K
$212K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
183+ 3.38% |
$16.8K - $20.3K
|
5.6K
$701K
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
BUY
|
- |
180+ 0.2% |
$16.5K - $19.9K
|
89.3K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
178+ 4.56% |
$16.3K - $19.7K
|
4.08K
$511K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
178+ 4.56% |
$16.3K - $19.7K
|
4.08K
$511K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 10.19% |
$15.6K - $18.8K
|
1.84K
$230K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 3.96% |
$15.1K - $18.3K
|
4.34K
$543K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
163+ 3.78% |
$14.9K - $18K
|
4.47K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
160+ 1.2% |
$14.7K - $17.7K
|
13.5K
$1.69M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
159+ 2.72% |
$14.6K - $17.6K
|
6.01K
$752K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
158+ 1.34% |
$14.5K - $17.5K
|
11.9K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
155+ 5.56% |
$14.2K - $17.2K
|
2.94K
$369K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
153+ 61.69% |
$14K - $16.9K
|
401
$50.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
150+ 27.12% |
$13.7K - $16.6K
|
703
$88K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandler Capital Management
New York, NY |
BUY
|
- |
150+ 6.0% |
$13.7K - $16.6K
|
2.65K
$332K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
145New |
$13.3K - $16.1K
|
145
$18.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
143+ 0.12% |
$13.1K - $15.8K
|
118K
$14.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
140+ 0.93% |
$12.8K - $15.5K
|
15.2K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
138+ 1.25% |
$12.6K - $15.3K
|
11.2K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
133+ 0.81% |
$12.2K - $14.7K
|
16.5K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
133+ 0.13% |
$12.2K - $14.7K
|
103K
$12.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
132+ 0.28% |
$12.1K - $14.6K
|
47.7K
$5.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
129+ 31.85% |
$11.8K - $14.3K
|
534
$66.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
128+ 20.06% |
$11.7K - $14.2K
|
766
$95.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
127+ 6.03% |
$11.6K - $14.1K
|
2.23K
$280K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
125+ 9.53% |
$11.5K - $13.8K
|
1.44K
$180K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 45.13% |
$11.5K - $13.8K
|
402
$50.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$15.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
123New |
$11.3K - $13.6K
|
123
$15.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 41.16% |
$11.1K - $13.4K
|
415
$52K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
117+ 5.13% |
$10.7K - $13K
|
2.4K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
115+ 1.65% |
$10.5K - $12.7K
|
7.08K
$886K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
114+ 3.11% |
$10.4K - $12.6K
|
3.78K
$473K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
114+ 58.76% |
$10.4K - $12.6K
|
308
$38.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
112+ 16.37% |
$10.3K - $12.4K
|
796
$99.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
105+ 7.18% |
$9.62K - $11.6K
|
1.57K
$196K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
100+ 4.37% |
$9.17K - $11.1K
|
2.39K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 0.38% |
$9.17K - $11.1K
|
26.6K
$3.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
98+ 2.52% |
$8.98K - $10.9K
|
3.99K
$499K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
96+ 2.37% |
$8.8K - $10.6K
|
4.14K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
96+ 4.63% |
$8.8K - $10.6K
|
2.17K
$271K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
92+ 2.36% |
$8.43K - $10.2K
|
3.99K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
92+ 0.54% |
$8.43K - $10.2K
|
17K
$2.13M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 3.08% |
$8.34K - $10.1K
|
3.05K
$382K
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
91+ 0.2% |
$8.34K - $10.1K
|
46.6K
$5.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90+ 5.21% |
$8.25K - $9.96K
|
1.82K
$227K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
90+ 2.92% |
$8.25K - $9.96K
|
3.17K
$397K
|