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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.74K+ 14.71% |
$251K - $303K
|
21.4K
$2.68M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.74KNew |
$251K - $303K
|
2.74K
$343K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.71K+ 92.03% |
$249K - $300K
|
5.66K
$709K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.71KNew |
$248K - $300K
|
2.71K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.66KNew |
$244K - $295K
|
2.66K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.64KNew |
$242K - $293K
|
2.64K
$331K
|
|
|
Nov 09, 2022
Q3 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
2.63K+ 3.21% |
$241K - $291K
|
84.5K
$10.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.62K+ 0.53% |
$240K - $290K
|
493K
$61.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
BUY
|
- |
2.6K+ 1.7% |
$238K - $287K
|
155K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.58K+ 17.28% |
$236K - $285K
|
17.5K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.56K+ 17.78% |
$235K - $284K
|
17K
$2.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Troy Asset Management LTD
|
BUY
|
- |
2.56K+ 0.94% |
$235K - $284K
|
275K
$34.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.53K+ 4.89% |
$232K - $280K
|
54.4K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
2.53K+ 1.37% |
$232K - $280K
|
188K
$23.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.51KNew |
$230K - $278K
|
2.51K
$314K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.45K+ 8.86% |
$225K - $271K
|
30.1K
$3.77M
|
|
|
Oct 11, 2022
Q3 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
2.45K+ 1.04% |
$224K - $271K
|
239K
$29.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.45K+ 46.0% |
$224K - $271K
|
7.77K
$973K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.45KNew |
$224K - $271K
|
2.45K
$306K
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.44KNew |
$223K - $270K
|
2.44K
$305K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.42K+ 20.72% |
$222K - $268K
|
14.1K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$221K - $267K
|
2.41K
$302K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.4K+ 1.14% |
$220K - $266K
|
213K
$26.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 36.47% |
$217K - $263K
|
8.87K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
2.36KNew |
$217K - $262K
|
2.36K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.36K+ 28.07% |
$216K - $261K
|
10.8K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$216K - $261K
|
2.35K
$295K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.34K+ 64.58% |
$214K - $259K
|
5.96K
$746K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
2.33K+ 7.34% |
$214K - $258K
|
34.1K
$4.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$214K - $258K
|
2.33K
$292K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 27.12% |
$213K - $258K
|
10.9K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.33KNew |
$213K - $257K
|
2.33K
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.3K+ 18.4% |
$211K - $255K
|
14.8K
$1.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
2.3K+ 3.53% |
$211K - $254K
|
67.3K
$8.43M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.29K+ 27.32% |
$210K - $254K
|
10.7K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
2.29K+ 2.08% |
$210K - $254K
|
112K
$14.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.28KNew |
$209K - $253K
|
2.28K
$286K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.23KNew |
$205K - $247K
|
2.23K
$280K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.22KNew |
$204K - $246K
|
2.22K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.18KNew |
$200K - $241K
|
2.18K
$273K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$199K - $240K
|
2.17K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.16KNew |
$198K - $239K
|
2.16K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.16KNew |
$198K - $239K
|
2.16K
$270K
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.16KNew |
$198K - $239K
|
2.16K
$270K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.15KNew |
$197K - $238K
|
2.15K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.15KNew |
$197K - $238K
|
2.15K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.15KNew |
$197K - $238K
|
2.15K
$269K
|
|
|
Oct 27, 2022
Q3 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.15K+ 10.66% |
$197K - $238K
|
22.3K
$2.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.14K+ 2.05% |
$196K - $237K
|
106K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.13KNew |
$196K - $236K
|
2.13K
$267K
|