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 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.11K+ 3.42% |
$101K - $122K
|
33.4K
$4.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.1K+ 1.19% |
$101K - $122K
|
93.9K
$11.8M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.09K+ 2.4% |
$100K - $121K
|
46.6K
$5.84M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 48.97% |
$100K - $121K
|
3.32K
$416K
|
|
|
Nov 23, 2022
Q3 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
1.08K+ 13.27% |
$99.2K - $120K
|
9.24K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.08K+ 8.78% |
$99K - $120K
|
13.4K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.08KNew |
$98.7K - $119K
|
1.08K
$135K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.06K+ 4.34% |
$96.7K - $117K
|
25.4K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.03K+ 4.6% |
$94.8K - $114K
|
23.5K
$2.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 3.69% |
$94.6K - $114K
|
29K
$3.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.03K+ 9.68% |
$94.5K - $114K
|
11.7K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.01K+ 11.92% |
$92.9K - $112K
|
9.52K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
997+ 2.05% |
$91.4K - $110K
|
49.6K
$6.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
980+ 25.61% |
$89.8K - $109K
|
4.81K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
977+ 44.09% |
$89.6K - $108K
|
3.19K
$400K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
970+ 5.35% |
$88.9K - $107K
|
19.1K
$2.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
964+ 32.03% |
$88.4K - $107K
|
3.97K
$498K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
948+ 1.81% |
$86.9K - $105K
|
53.3K
$6.68M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
947+ 4.39% |
$86.8K - $105K
|
22.5K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
942+ 2.92% |
$86.3K - $104K
|
33.2K
$4.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
935+ 3.21% |
$85.7K - $104K
|
30.1K
$3.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
931+ 6.07% |
$85.3K - $103K
|
16.3K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
925+ 0.91% |
$84.8K - $102K
|
103K
$12.9M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
915+ 5.84% |
$83.9K - $101K
|
16.6K
$2.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
908+ 27.93% |
$83.2K - $101K
|
4.16K
$521K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
904+ 128.05% |
$82.9K - $100K
|
1.61K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
900+ 2.03% |
$82.5K - $99.6K
|
45.2K
$5.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
890+ 4.44% |
$81.6K - $98.5K
|
20.9K
$2.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
880+ 36.21% |
$80.7K - $97.4K
|
3.31K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
878+ 10.32% |
$80.5K - $97.2K
|
9.38K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
860+ 4.7% |
$78.8K - $95.2K
|
19.2K
$2.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
850+ 3.56% |
$77.9K - $94.1K
|
24.7K
$3.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
841+ 5.33% |
$77.1K - $93.1K
|
16.6K
$2.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
838+ 3.13% |
$76.8K - $92.8K
|
27.6K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
827+ 1.54% |
$75.8K - $91.6K
|
54.5K
$6.82M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
821+ 25.37% |
$75.3K - $90.9K
|
4.06K
$508K
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
813+ 1.78% |
$74.5K - $90K
|
46.4K
$5.81M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
809+ 2.02% |
$74.2K - $89.6K
|
40.9K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
800+ 12.9% |
$73.3K - $88.6K
|
7K
$876K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
796+ 20.68% |
$73K - $88.1K
|
4.65K
$582K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
771+ 2.68% |
$70.7K - $85.4K
|
29.6K
$3.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
769+ 3.48% |
$70.5K - $85.1K
|
22.9K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
768+ 4.75% |
$70.4K - $85K
|
16.9K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
753+ 6.22% |
$69K - $83.4K
|
12.9K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
745+ 29.79% |
$68.3K - $82.5K
|
3.25K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
743New |
$68.1K - $82.3K
|
743
$93K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
736+ 10.06% |
$67.5K - $81.5K
|
8.05K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
726New |
$66.5K - $80.4K
|
726
$90.9K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
725+ 0.46% |
$66.5K - $80.3K
|
158K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
703+ 0.73% |
$64.4K - $77.8K
|
96.4K
$12.1M
|