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
|
Brooktree Capital Management
|
BUY
|
- |
4.23K+ 8.43% |
$388K - $468K
|
54.4K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.22K+ 4.65% |
$387K - $468K
|
95.1K
$11.9M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 2.16% |
$375K - $453K
|
193K
$24.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.07K+ 7.74% |
$373K - $451K
|
56.7K
$7.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.07K+ 3.16% |
$373K - $451K
|
133K
$16.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4K+ 121.88% |
$367K - $443K
|
7.28K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
4KNew |
$367K - $443K
|
4K
$501K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.98K+ 2.76% |
$365K - $441K
|
148K
$18.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.9K+ 5.46% |
$357K - $432K
|
75.3K
$9.43M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.84KNew |
$352K - $425K
|
3.84K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$352K - $425K
|
3.84K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.68K+ 32.55% |
$337K - $407K
|
15K
$1.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.67KNew |
$336K - $406K
|
3.67K
$459K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.64KNew |
$334K - $403K
|
3.64K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.56K+ 16947.62% |
$326K - $394K
|
3.58K
$448K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.44K+ 54.33% |
$315K - $380K
|
9.76K
$1.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
BUY
|
- |
3.39K+ 13.38% |
$311K - $375K
|
28.7K
$3.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.38KNew |
$310K - $374K
|
3.38K
$423K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.38KNew |
$310K - $374K
|
3.38K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.36K+ 2.48% |
$308K - $372K
|
139K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.36KNew |
$308K - $372K
|
3.36K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
3.35K+ 1.18% |
$307K - $370K
|
288K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.34K+ 6.89% |
$306K - $370K
|
51.8K
$6.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Palmer Knight CO
|
BUY
|
- |
3.33K+ 6.47% |
$305K - $369K
|
54.8K
$6.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.33K+ 5.02% |
$305K - $368K
|
69.6K
$8.71M
|
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
3.28K+ 6.96% |
$300K - $363K
|
50.3K
$6.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.21KNew |
$294K - $355K
|
3.21K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.2KNew |
$293K - $355K
|
3.2K
$401K
|
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.2K+ 2.92% |
$293K - $354K
|
113K
$14.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.18K+ 6.77% |
$291K - $352K
|
50.1K
$6.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.15K+ 2.42% |
$289K - $349K
|
133K
$16.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.15K+ 59.38% |
$289K - $349K
|
8.46K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
3.11KNew |
$285K - $344K
|
3.11K
$389K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
3.1K+ 10.78% |
$284K - $343K
|
31.9K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.07K+ 10.43% |
$281K - $339K
|
32.5K
$4.06M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.05K+ 15.32% |
$279K - $337K
|
22.9K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.04K+ 8.67% |
$279K - $336K
|
38.1K
$4.77M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.04K+ 8.67% |
$279K - $336K
|
38.1K
$4.77M
|
|
|
Nov 09, 2022
Q3 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
3.03K+ 0.37% |
$278K - $336K
|
813K
$102M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.02KNew |
$277K - $334K
|
3.02K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.01K+ 26.58% |
$276K - $333K
|
14.3K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3K+ 375.0% |
$275K - $332K
|
3.8K
$476K
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.95KNew |
$270K - $326K
|
2.95K
$369K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.94K+ 50.97% |
$269K - $326K
|
8.71K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.9KNew |
$266K - $321K
|
2.9K
$363K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.87K+ 0.58% |
$263K - $318K
|
498K
$62.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.87K+ 10.15% |
$263K - $317K
|
31.1K
$3.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.8K+ 4.9% |
$256K - $310K
|
59.9K
$7.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.77KNew |
$254K - $307K
|
2.77K
$347K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.75K+ 3.13% |
$252K - $305K
|
90.9K
$11.4M
|