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 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.09K+ 8.69% |
$192K - $231K
|
26.1K
$3.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.06K+ 18.94% |
$189K - $229K
|
13K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.06KNew |
$189K - $228K
|
2.06K
$258K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.04K+ 56.42% |
$187K - $226K
|
5.66K
$709K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.03K+ 15.58% |
$186K - $225K
|
15.1K
$1.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.02KNew |
$185K - $223K
|
2.02K
$252K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.02K+ 23.4% |
$185K - $223K
|
10.6K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2KNew |
$183K - $221K
|
2K
$250K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.98K+ 3.81% |
$181K - $219K
|
53.8K
$6.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.91K+ 7.17% |
$175K - $211K
|
28.5K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.89K+ 5.44% |
$173K - $209K
|
36.6K
$4.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.89K+ 1.32% |
$173K - $209K
|
145K
$18.1M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.86K+ 4.34% |
$171K - $206K
|
44.8K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.85K+ 2.58% |
$170K - $205K
|
73.7K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.83K+ 9.27% |
$167K - $202K
|
21.5K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 0.96% |
$167K - $202K
|
191K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.82K+ 8.37% |
$167K - $202K
|
23.6K
$2.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
1.75K+ 2.07% |
$160K - $194K
|
86.1K
$10.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.74K+ 3.44% |
$159K - $192K
|
52.3K
$6.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.73K+ 0.74% |
$158K - $191K
|
235K
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.73K+ 35.49% |
$158K - $191K
|
6.59K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.69K+ 15.0% |
$155K - $187K
|
12.9K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16.78% |
$154K - $185K
|
11.7K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 5.81% |
$153K - $185K
|
30.5K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Noble Path Asset Management LP
New York, NY |
BUY
|
- |
1.67K+ 3.79% |
$153K - $185K
|
45.8K
$5.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.64K+ 1.56% |
$150K - $181K
|
106K
$13.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.63K+ 6.11% |
$149K - $180K
|
28.3K
$3.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.62K+ 0.63% |
$149K - $180K
|
261K
$32.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.62K+ 41.64% |
$149K - $180K
|
5.52K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.6K+ 24.54% |
$147K - $177K
|
8.12K
$1.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.6KNew |
$147K - $177K
|
1.6K
$200K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.53K+ 0.45% |
$141K - $170K
|
340K
$42.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.52K+ 1.43% |
$140K - $169K
|
108K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 15.49% |
$133K - $161K
|
10.8K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 2.53% |
$132K - $159K
|
58.3K
$7.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.39K+ 10.14% |
$127K - $154K
|
15.1K
$1.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.36K+ 35.92% |
$125K - $151K
|
5.15K
$644K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.35K+ 184.5% |
$123K - $149K
|
2.07K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.31K+ 15.55% |
$120K - $145K
|
9.77K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31K+ 33.21% |
$120K - $145K
|
5.24K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.3K+ 36.11% |
$119K - $144K
|
4.9K
$613K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.28K+ 0.78% |
$117K - $142K
|
165K
$20.6M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.28K+ 0.78% |
$117K - $142K
|
165K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.26K+ 6.52% |
$115K - $140K
|
20.6K
$2.58M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.26K+ 76.76% |
$115K - $139K
|
2.89K
$362K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
1.22K+ 7.38% |
$112K - $136K
|
17.8K
$2.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.22KNew |
$112K - $135K
|
1.22K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.18K+ 4.33% |
$108K - $130K
|
28.3K
$3.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1.15K+ 31.95% |
$105K - $127K
|
4.74K
$594K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.14K+ 7.28% |
$105K - $127K
|
16.9K
$2.11M
|