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
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-21- 0.67% |
$1.92K - $2.33K
|
3.13K
$392K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23- 0.05% |
$2.11K - $2.55K
|
49.4K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-23- 0.65% |
$2.11K - $2.55K
|
3.54K
$443K
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-25- 0.26% |
$2.29K - $2.77K
|
9.77K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-29- 0.57% |
$2.66K - $3.21K
|
5.1K
$638K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-30- 1.22% |
$2.75K - $3.32K
|
2.43K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-30- 0.85% |
$2.75K - $3.32K
|
3.48K
$436K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-30- 0.06% |
$2.75K - $3.32K
|
52.5K
$6.57M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30- 0.65% |
$2.75K - $3.32K
|
4.61K
$577K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-31- 0.28% |
$2.84K - $3.43K
|
11.1K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-32- 10.96% |
$2.93K - $3.54K
|
260
$32.6K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-36- 0.83% |
$3.3K - $3.99K
|
4.3K
$539K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-39- 0.77% |
$3.57K - $4.32K
|
5.04K
$631K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-40- 0.38% |
$3.67K - $4.43K
|
10.5K
$1.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-42- 1.08% |
$3.85K - $4.65K
|
3.86K
$483K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-42- 21.0% |
$3.85K - $4.65K
|
158
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-42- 0.01% |
$3.85K - $4.65K
|
501K
$62.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-45- 56.25% |
$4.12K - $4.98K
|
35
$4.38K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-47- 0.78% |
$4.31K - $5.2K
|
5.95K
$745K
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-47- 1.95% |
$4.31K - $5.2K
|
2.37K
$296K
|
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 0.25% |
$4.58K - $5.54K
|
20.1K
$2.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.88% |
$4.58K - $5.54K
|
5.64K
$706K
|
|
|
Oct 13, 2022
Q3 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-50- 0.23% |
$4.58K - $5.54K
|
21.7K
$2.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-50- 0.11% |
$4.58K - $5.54K
|
46.6K
$5.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-50- 2.2% |
$4.58K - $5.54K
|
2.22K
$278K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-51Closed |
$4.67K - $5.65K
|
0
$0
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 62.2% |
$4.67K - $5.65K
|
31
$3.88K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-54- 0.34% |
$4.95K - $5.98K
|
16K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-54- 6.53% |
$4.95K - $5.98K
|
773
$96.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.64% |
$5.5K - $6.64K
|
3.59K
$450K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-60- 0.5% |
$5.5K - $6.64K
|
11.9K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-65- 1.94% |
$5.96K - $7.2K
|
3.28K
$411K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-67Closed |
$6.14K - $7.42K
|
0
$0
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-67- 14.82% |
$6.14K - $7.42K
|
385
$48.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-68- 0.82% |
$6.23K - $7.53K
|
8.22K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-73- 17.22% |
$6.69K - $8.08K
|
351
$43.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74- 0.84% |
$6.78K - $8.19K
|
8.76K
$1.1M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-75- 2.83% |
$6.87K - $8.3K
|
2.58K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-76- 1.86% |
$6.97K - $8.41K
|
4K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-77- 2.23% |
$7.06K - $8.53K
|
3.38K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-78- 0.82% |
$7.15K - $8.64K
|
9.39K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80- 26.67% |
$7.33K - $8.86K
|
220
$27.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-81- 1.25% |
$7.42K - $8.97K
|
6.41K
$803K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 5.38% |
$7.79K - $9.41K
|
1.5K
$187K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-91- 2.27% |
$8.34K - $10.1K
|
3.92K
$491K
|
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-91- 1.98% |
$8.34K - $10.1K
|
4.5K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-91- 0.91% |
$8.34K - $10.1K
|
9.96K
$1.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-94- 0.47% |
$8.62K - $10.4K
|
20K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-94- 1.96% |
$8.62K - $10.4K
|
4.71K
$589K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 0.77% |
$8.89K - $10.7K
|
12.5K
$1.57M
|