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 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.56KNew |
$601K - $726K
|
6.56K
$821K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.54K+ 6.01% |
$599K - $724K
|
115K
$14.4M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.45K+ 65.37% |
$591K - $714K
|
16.3K
$2.04M
|
|
Oct 18, 2022
Q3 2022
|
Dudley & Shanley, Inc.
|
BUY
|
- |
6.4K+ 2.65% |
$587K - $709K
|
248K
$31M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6.36K+ 7.38% |
$583K - $704K
|
92.6K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.36K+ 44.75% |
$583K - $704K
|
20.6K
$2.57M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.24KNew |
$572K - $691K
|
6.24K
$781K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.22K+ 10.24% |
$570K - $689K
|
67K
$8.39M
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
6.17K+ 14.39% |
$565K - $683K
|
49K
$6.14M
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
6.16K+ 5.25% |
$565K - $682K
|
124K
$15.5M
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.15K+ 18.51% |
$563K - $680K
|
39.4K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.06K+ 0.52% |
$556K - $671K
|
1.16M
$145M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.06K+ 4.85% |
$555K - $671K
|
131K
$16.4M
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.03K+ 0.82% |
$553K - $668K
|
742K
$92.9M
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.89K+ 3.57% |
$540K - $652K
|
171K
$21.4M
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.87K+ 1.81% |
$538K - $650K
|
330K
$41.3M
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
5.86KNew |
$537K - $648K
|
5.86K
$733K
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
5.85K+ 9.97% |
$536K - $647K
|
64.5K
$8.07M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
5.8K+ 2.08% |
$531K - $642K
|
285K
$35.7M
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
5.78K+ 3.9% |
$529K - $639K
|
154K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.76K+ 30.23% |
$528K - $638K
|
24.8K
$3.11M
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
5.72K+ 226.89% |
$524K - $633K
|
8.24K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.69K+ 4817.8% |
$521K - $629K
|
5.8K
$727K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$518K - $625K
|
5.65K
$707K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.63KNew |
$516K - $623K
|
5.63K
$704K
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.52K+ 1.12% |
$506K - $611K
|
498K
$62.3M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.3K+ 100.0% |
$486K - $587K
|
10.6K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.22K+ 26.86% |
$479K - $578K
|
24.7K
$3.09M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.2K+ 3.7% |
$477K - $576K
|
146K
$18.3M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.16K+ 22.82% |
$473K - $572K
|
27.8K
$3.48M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.15K+ 12.01% |
$472K - $570K
|
48.1K
$6.02M
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.1K+ 6.1% |
$467K - $565K
|
88.7K
$11.1M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.07K+ 66.71% |
$465K - $562K
|
12.7K
$1.59M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.06KNew |
$464K - $560K
|
5.06K
$634K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
4.97K+ 10.53% |
$455K - $550K
|
52.1K
$6.53M
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.97K+ 0.17% |
$455K - $550K
|
2.98M
$374M
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
4.95KNew |
$454K - $548K
|
4.95K
$620K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.95K+ 178.86% |
$454K - $548K
|
7.72K
$966K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.86K+ 3.63% |
$445K - $538K
|
139K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.77K+ 33.31% |
$438K - $529K
|
19.1K
$2.39M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$437K - $528K
|
4.77K
$597K
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.74KNew |
$434K - $525K
|
4.74K
$593K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.72K+ 78.36% |
$433K - $522K
|
10.7K
$1.34M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
4.65K+ 5.26% |
$426K - $515K
|
93.1K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.63K+ 40.5% |
$425K - $513K
|
16.1K
$2.01M
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.5KNew |
$412K - $498K
|
4.5K
$563K
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
4.42K+ 56.59% |
$405K - $489K
|
12.2K
$1.53M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.38K+ 3.53% |
$401K - $485K
|
128K
$16.1M
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
4.37KNew |
$401K - $484K
|
4.37K
$547K
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.3K+ 14.89% |
$394K - $476K
|
33.2K
$4.15M
|