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 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-304- 12.28% |
$27.9K - $33.7K
|
2.17K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-313- 0.28% |
$28.7K - $34.7K
|
110K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-315- 49.92% |
$28.9K - $34.9K
|
316
$39.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-326- 72.44% |
$29.9K - $36.1K
|
124
$15.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-328- 0.37% |
$30.1K - $36.3K
|
89.1K
$11.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-329- 5.75% |
$30.2K - $36.4K
|
5.4K
$676K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-330- 0.45% |
$30.2K - $36.5K
|
72.6K
$9.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-336- 10.26% |
$30.8K - $37.2K
|
2.94K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-341- 7.7% |
$31.3K - $37.8K
|
4.09K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-344- 4.45% |
$31.5K - $38.1K
|
7.39K
$925K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-348- 10.38% |
$31.9K - $38.5K
|
3.01K
$376K
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-350- 0.29% |
$32.1K - $38.8K
|
120K
$15M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350- 1.26% |
$32.1K - $38.8K
|
27.5K
$3.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-358- 1.22% |
$32.8K - $39.6K
|
29.1K
$3.64M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-360- 0.4% |
$33K - $39.9K
|
89.6K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-363- 0.19% |
$33.3K - $40.2K
|
187K
$23.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-364- 19.86% |
$33.4K - $40.3K
|
1.47K
$184K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-364- 0.57% |
$33.4K - $40.3K
|
63.5K
$7.95M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-364- 0.57% |
$33.4K - $40.3K
|
63.5K
$7.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-405- 3.18% |
$37.1K - $44.8K
|
12.3K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-405- 11.62% |
$37.1K - $44.8K
|
3.08K
$386K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-408- 11.36% |
$37.4K - $45.2K
|
3.18K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-425- 4.87% |
$39K - $47.1K
|
8.3K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
SELL
|
- |
-435- 0.54% |
$39.9K - $48.2K
|
79.4K
$9.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-440- 7.78% |
$40.3K - $48.7K
|
5.22K
$653K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-450- 55.01% |
$41.2K - $49.8K
|
368
$46.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-453- 1.01% |
$41.5K - $50.2K
|
44.4K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-462- 2.53% |
$42.3K - $51.2K
|
17.8K
$2.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-468- 0.5% |
$42.9K - $51.8K
|
93.2K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-470- 3.98% |
$43.1K - $52K
|
11.3K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-481- 1.25% |
$44.1K - $53.3K
|
38K
$4.75M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-483- 12.62% |
$44.3K - $53.5K
|
3.35K
$419K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-488- 3.72% |
$44.7K - $54K
|
12.6K
$1.58M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-490- 5.97% |
$44.9K - $54.3K
|
7.72K
$966K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-492- 1.24% |
$45.1K - $54.5K
|
39.3K
$4.92M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 33.44% |
$45.8K - $55.4K
|
995
$125K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-500- 6.14% |
$45.8K - $55.4K
|
7.65K
$958K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 5.53% |
$45.8K - $55.4K
|
8.54K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-526- 1.05% |
$48.2K - $58.2K
|
49.4K
$6.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-540- 9.16% |
$49.5K - $59.8K
|
5.35K
$670K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-541- 2.81% |
$49.6K - $59.9K
|
18.7K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-546- 1.82% |
$50K - $60.5K
|
29.5K
$3.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-560- 10.25% |
$51.3K - $62K
|
4.9K
$614K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-564- 10.97% |
$51.7K - $62.4K
|
4.58K
$573K
|
|
|
Oct 18, 2022
Q3 2022
|
Triad Investment Management
|
SELL
|
- |
-585- 2.06% |
$53.6K - $64.8K
|
27.8K
$3.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-588- 1.34% |
$53.9K - $65.1K
|
43.1K
$5.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-599- 16.64% |
$54.9K - $66.3K
|
3K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.57% |
$55K - $66.4K
|
105K
$13.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-602- 0.4% |
$55.2K - $66.7K
|
150K
$18.8M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-608- 1.28% |
$55.7K - $67.3K
|
46.8K
$5.86M
|