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
|
Jag Capital Management, LLC
|
BUY
|
- |
14+ 0.05% |
$1.28K - $1.55K
|
29.7K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.54% |
$1.19K - $1.44K
|
2.44K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
12+ 0.49% |
$1.1K - $1.33K
|
2.46K
$308K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11+ 0.27% |
$1.01K - $1.22K
|
4.13K
$516K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.22K
|
4.13K
$516K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
10+ 0.02% |
$917 - $1.11K
|
65.5K
$8.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.04% |
$917 - $1.11K
|
24.4K
$3.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10+ 4.9% |
$917 - $1.11K
|
214
$26.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9+ 0.37% |
$825 - $996
|
2.45K
$307K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.09% |
$733 - $886
|
8.74K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.27% |
$733 - $886
|
3K
$375K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8New |
$733 - $886
|
8
$1K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.27% |
$733 - $886
|
3K
$375K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$550 - $664
|
6
$751
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.74% |
$367 - $443
|
234
$29.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.02% |
$367 - $443
|
20.1K
$2.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.29% |
$275 - $332
|
1.05K
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
3+ 0.01% |
$275 - $332
|
41.6K
$5.21M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.08% |
$275 - $332
|
281
$35.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.05% |
$183 - $221
|
4.15K
$519K
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
2+ 0.03% |
$183 - $221
|
6.78K
$849K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$183 - $221
|
22.5K
$2.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.01% |
$91.7 - $111
|
12.1K
$1.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.23% |
$91.7 - $111
|
32
$4.01K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$91.7 - $111
|
4.88K
$611K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$91.7 - $111
|
8.29K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1- 0.15% |
$91.7 - $111
|
682
$85.4K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$91.7 - $111
|
4
$501
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3- 0.13% |
$275 - $332
|
2.25K
$281K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-5- 0.04% |
$458 - $554
|
13.2K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 17.65% |
$550 - $664
|
28
$3.51K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7- 0.32% |
$642 - $775
|
2.17K
$272K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 0.08% |
$642 - $775
|
8.67K
$1.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-7- 0.12% |
$642 - $775
|
6.07K
$760K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8- 0.27% |
$733 - $886
|
2.91K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-10- 0.25% |
$917 - $1.11K
|
4.02K
$504K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 2.11% |
$1.01K - $1.22K
|
510
$63.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12- 0.3% |
$1.1K - $1.33K
|
4K
$501K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.07% |
$1.19K - $1.44K
|
19.4K
$2.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-14- 0.43% |
$1.28K - $1.55K
|
3.22K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-14- 0.07% |
$1.28K - $1.55K
|
20.7K
$2.59M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 2.84% |
$1.37K - $1.66K
|
514
$64.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
SELL
|
- |
-16- 0.08% |
$1.47K - $1.77K
|
20.6K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-16- 0.2% |
$1.47K - $1.77K
|
8.07K
$1.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-17- 0.1% |
$1.56K - $1.88K
|
16.8K
$2.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-17- 0.04% |
$1.56K - $1.88K
|
40.6K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-17- 0.19% |
$1.56K - $1.88K
|
8.98K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.24% |
$1.56K - $1.88K
|
6.99K
$875K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 1.13% |
$1.56K - $1.88K
|
1.49K
$187K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-20- 0.42% |
$1.83K - $2.21K
|
4.72K
$590K
|