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 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
90+ 321.43% |
$8.25K - $9.96K
|
118
$14.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
89+ 2.11% |
$8.16K - $9.85K
|
4.31K
$540K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
89+ 43.41% |
$8.16K - $9.85K
|
294
$36.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87+ 1.57% |
$7.97K - $9.63K
|
5.61K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
85+ 1.45% |
$7.79K - $9.41K
|
5.94K
$744K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
81+ 0.12% |
$7.42K - $8.97K
|
65.6K
$8.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
80+ 8.02% |
$7.33K - $8.86K
|
1.08K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80+ 2.62% |
$7.33K - $8.86K
|
3.13K
$392K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 71.56% |
$7.15K - $8.64K
|
187
$23.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
77+ 0.31% |
$7.06K - $8.53K
|
24.8K
$3.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
75+ 0.75% |
$6.87K - $8.3K
|
10K
$1.26M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
74New |
$6.78K - $8.19K
|
74
$9.26K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
74+ 0.57% |
$6.78K - $8.19K
|
13.2K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70+ 0.19% |
$6.42K - $7.75K
|
37.6K
$4.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
65+ 1.52% |
$5.96K - $7.2K
|
4.35K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 1.68% |
$5.77K - $6.98K
|
3.81K
$477K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
61+ 0.02% |
$5.59K - $6.75K
|
256K
$32.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
60+ 0.62% |
$5.5K - $6.64K
|
9.75K
$1.22M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
59+ 1.88% |
$5.41K - $6.53K
|
3.2K
$401K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58+ 1.84% |
$5.32K - $6.42K
|
3.21K
$401K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55New |
$5.04K - $6.09K
|
55
$6.89K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
55+ 1.32% |
$5.04K - $6.09K
|
4.22K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
51+ 0.35% |
$4.67K - $5.65K
|
14.5K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
50+ 0.15% |
$4.58K - $5.54K
|
32.6K
$4.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
46+ 0.16% |
$4.22K - $5.09K
|
28.3K
$3.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
45+ 0.94% |
$4.12K - $4.98K
|
4.81K
$602K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
45New |
$4.12K - $4.98K
|
45
$5.63K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 0.95% |
$4.03K - $4.87K
|
4.67K
$585K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
43+ 1.79% |
$3.94K - $4.76K
|
2.44K
$306K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
41+ 0.62% |
$3.76K - $4.54K
|
6.63K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37+ 0.49% |
$3.39K - $4.1K
|
7.54K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 0.58% |
$3.39K - $4.1K
|
6.41K
$802K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36New |
$3.3K - $3.99K
|
36
$4.51K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 0.26% |
$3.21K - $3.88K
|
13.3K
$1.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 9.38% |
$3.02K - $3.65K
|
385
$48.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31+ 5.96% |
$2.84K - $3.43K
|
551
$69K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
28+ 28.28% |
$2.57K - $3.1K
|
127
$15.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
27+ 0.12% |
$2.47K - $2.99K
|
22.1K
$2.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
27+ 0.55% |
$2.47K - $2.99K
|
4.91K
$614K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
27+ 19.85% |
$2.47K - $2.99K
|
163
$20.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.45% |
$2.47K - $2.99K
|
5.99K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
27+ 0.35% |
$2.47K - $2.99K
|
7.71K
$965K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
26+ 0.6% |
$2.38K - $2.88K
|
4.36K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
26+ 0.34% |
$2.38K - $2.88K
|
7.68K
$962K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
25+ 1.02% |
$2.29K - $2.77K
|
2.47K
$309K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
23+ 0.17% |
$2.11K - $2.55K
|
13.4K
$1.68M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19+ 0.81% |
$1.74K - $2.1K
|
2.35K
$295K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.5% |
$1.56K - $1.88K
|
3.41K
$426K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
16+ 0.68% |
$1.47K - $1.77K
|
2.39K
$299K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
15New |
$1.37K - $1.66K
|
15
$1.88K
|