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 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-97- 0.77% |
$8.89K - $10.7K
|
12.5K
$1.57M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-99- 0.16% |
$9.07K - $11K
|
63.2K
$7.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-100- 0.37% |
$9.17K - $11.1K
|
26.6K
$3.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 1.42% |
$9.17K - $11.1K
|
6.93K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-100- 59.88% |
$9.17K - $11.1K
|
67
$8.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-102- 0.3% |
$9.35K - $11.3K
|
33.7K
$4.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-110- 4.3% |
$10.1K - $12.2K
|
2.45K
$306K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-115- 1.94% |
$10.5K - $12.7K
|
5.81K
$727K
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-115- 3.21% |
$10.5K - $12.7K
|
3.47K
$434K
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-116- 9.31% |
$10.6K - $12.8K
|
1.13K
$141K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-118- 0.69% |
$10.8K - $13.1K
|
17K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 2.51% |
$10.9K - $13.2K
|
4.61K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 0.6% |
$11.5K - $13.8K
|
20.8K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-127- 0.58% |
$11.6K - $14.1K
|
21.6K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-128- 1.69% |
$11.7K - $14.2K
|
7.44K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-135- 2.7% |
$12.4K - $14.9K
|
4.87K
$610K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-143- 86.14% |
$13.1K - $15.8K
|
23
$2.88K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-145- 0.45% |
$13.3K - $16.1K
|
32.1K
$4.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-150- 5.03% |
$13.7K - $16.6K
|
2.83K
$355K
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-151- 0.55% |
$13.8K - $16.7K
|
27.2K
$3.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-151- 0.38% |
$13.8K - $16.7K
|
39.7K
$4.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-167- 0.22% |
$15.3K - $18.5K
|
74.7K
$9.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-174- 0.74% |
$15.9K - $19.3K
|
23.2K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-179- 0.21% |
$16.4K - $19.8K
|
87.1K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-180- 2.06% |
$16.5K - $19.9K
|
8.55K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-189- 6.78% |
$17.3K - $20.9K
|
2.6K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-195- 3.44% |
$17.9K - $21.6K
|
5.47K
$685K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-196- 5.33% |
$18K - $21.7K
|
3.48K
$436K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 5.56% |
$18.3K - $22.1K
|
3.4K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-200- 0.31% |
$18.3K - $22.1K
|
63.9K
$8M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$18.3K - $22.1K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-203- 0.44% |
$18.6K - $22.5K
|
46.1K
$5.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-218- 0.62% |
$20K - $24.1K
|
34.7K
$4.34M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-224- 6.92% |
$20.5K - $24.8K
|
3.01K
$377K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-233- 3.15% |
$21.4K - $25.8K
|
7.16K
$896K
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-235- 0.12% |
$21.5K - $26K
|
190K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-238- 1.51% |
$21.8K - $26.4K
|
15.5K
$1.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-240- 5.36% |
$22K - $26.6K
|
4.24K
$531K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-246- 5.72% |
$22.5K - $27.2K
|
4.06K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-246- 2.45% |
$22.5K - $27.2K
|
9.81K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-249- 0.2% |
$22.8K - $27.6K
|
124K
$15.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-250- 1.25% |
$22.9K - $27.7K
|
19.7K
$2.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-250- 4.82% |
$22.9K - $27.7K
|
4.94K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-252- 0.66% |
$23.1K - $27.9K
|
37.7K
$4.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-255- 2.52% |
$23.4K - $28.2K
|
9.87K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-267- 1.37% |
$24.5K - $29.6K
|
19.2K
$2.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275- 6.79% |
$25.2K - $30.4K
|
3.78K
$473K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-275- 30.56% |
$25.2K - $30.4K
|
625
$78.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-292- 53.38% |
$26.8K - $32.3K
|
255
$31.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-300- 3.95% |
$27.5K - $33.2K
|
7.29K
$913K
|