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 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-613- 6.76% |
$56.2K - $67.9K
|
8.46K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-620- 0.35% |
$56.8K - $68.6K
|
177K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-624- 15.6% |
$57.2K - $69.1K
|
3.38K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-627- 2.45% |
$57.5K - $69.4K
|
24.9K
$3.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-637- 2.51% |
$58.4K - $70.5K
|
24.8K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-668- 0.2% |
$61.2K - $74K
|
329K
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-682- 6.05% |
$62.5K - $75.5K
|
10.6K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-697- 0.48% |
$63.9K - $77.2K
|
145K
$18.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-701- 0.13% |
$64.3K - $77.6K
|
538K
$67.4M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-716- 10.91% |
$65.6K - $79.3K
|
5.85K
$732K
|
|
|
Nov 08, 2022
Q3 2022
|
Page Arthur B
|
SELL
|
- |
-723- 2.3% |
$66.3K - $80.1K
|
30.7K
$3.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-726- 1.96% |
$66.5K - $80.4K
|
36.4K
$4.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-754- 89.66% |
$69.1K - $83.5K
|
87
$10.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-759- 7.38% |
$69.6K - $84K
|
9.53K
$1.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-761- 3.14% |
$69.8K - $84.3K
|
23.5K
$2.94M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-764- 4.63% |
$70K - $84.6K
|
15.7K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-766- 1.13% |
$70.2K - $84.8K
|
67K
$8.39M
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
SELL
|
- |
-770- 1.99% |
$70.6K - $85.3K
|
38K
$4.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-782- 1.41% |
$71.7K - $86.6K
|
54.8K
$6.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-785- 1.56% |
$72K - $86.9K
|
49.5K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-800- 29.85% |
$73.3K - $88.6K
|
1.88K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-804- 7.29% |
$73.7K - $89K
|
10.2K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-890- 10.34% |
$81.6K - $98.5K
|
7.72K
$966K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-900- 2.45% |
$82.5K - $99.6K
|
35.8K
$4.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-906- 1.56% |
$83K - $100K
|
57K
$7.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-913- 29.44% |
$83.7K - $101K
|
2.19K
$274K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-942- 1.57% |
$86.3K - $104K
|
59.2K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-950- 2.06% |
$87.1K - $105K
|
45.2K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-960- 5.18% |
$88K - $106K
|
17.6K
$2.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-962- 7.58% |
$88.2K - $107K
|
11.7K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-977- 1.37% |
$89.6K - $108K
|
70.1K
$8.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-990- 31.08% |
$90.7K - $110K
|
2.2K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-993- 9.01% |
$91K - $110K
|
10K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-998- 4.56% |
$91.5K - $110K
|
20.9K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 23.26% |
$91.7K - $111K
|
3.3K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1K- 90.91% |
$91.7K - $111K
|
100
$12.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.01K- 4.93% |
$92.1K - $111K
|
19.4K
$2.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.04K- 63.02% |
$95K - $115K
|
608
$76.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.05K- 20.49% |
$96.2K - $116K
|
4.07K
$510K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.05K- 8.2% |
$96.6K - $117K
|
11.8K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.06K- 10.91% |
$97.3K - $118K
|
8.67K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 10.4% |
$98.4K - $119K
|
9.25K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.07K- 8.99% |
$98.4K - $119K
|
10.9K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.11K- 7.0% |
$102K - $123K
|
14.8K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 28.49% |
$104K - $126K
|
2.86K
$358K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.14K- 2.99% |
$104K - $126K
|
37K
$4.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.14K- 13.37% |
$104K - $126K
|
7.38K
$924K
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.14K- 3.22% |
$105K - $126K
|
34.3K
$4.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.15K- 17.32% |
$105K - $127K
|
5.49K
$687K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.15K- 2.28% |
$105K - $127K
|
49.3K
$6.18M
|