Purchases and Sales Made in Q4 2022 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
872New |
$82K - $92K
|
872
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
870New |
$81.8K - $91.8K
|
870
$109K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
868+ 0.63% |
$81.6K - $91.5K
|
140K
$17.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
858+ 7.34% |
$80.7K - $90.5K
|
12.5K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
851+ 1.16% |
$80K - $89.7K
|
74.1K
$9.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
841+ 35.82% |
$79.1K - $88.7K
|
3.19K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
841+ 13.68% |
$79.1K - $88.7K
|
6.99K
$875K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
824+ 5.91% |
$77.5K - $86.9K
|
14.8K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
814+ 5.51% |
$76.5K - $85.8K
|
15.6K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
808+ 2.86% |
$76K - $85.2K
|
29.1K
$3.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
804+ 1.19% |
$75.6K - $84.8K
|
68.1K
$8.53M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
798+ 18.31% |
$75K - $84.2K
|
5.16K
$646K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
798+ 39.5% |
$75K - $84.2K
|
2.82K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
786+ 11.98% |
$73.9K - $82.9K
|
7.35K
$920K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
765+ 612.0% |
$71.9K - $80.7K
|
890
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
763+ 3.65% |
$71.7K - $80.5K
|
21.7K
$2.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
760+ 1.14% |
$71.5K - $80.1K
|
67.5K
$8.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
750New |
$70.5K - $79.1K
|
750
$93.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
730New |
$68.6K - $77K
|
730
$91.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
724+ 5.56% |
$68.1K - $76.4K
|
13.8K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
719+ 66.76% |
$67.6K - $75.8K
|
1.8K
$225K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
703+ 5.74% |
$66.1K - $74.1K
|
12.9K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
701+ 10.31% |
$65.9K - $73.9K
|
7.5K
$939K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
682New |
$64.1K - $71.9K
|
682
$85.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
678+ 4.88% |
$63.7K - $71.5K
|
14.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
678+ 8.98% |
$63.7K - $71.5K
|
8.23K
$1.03M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
669+ 1.79% |
$62.9K - $70.6K
|
38.1K
$4.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
662+ 52.88% |
$62.2K - $69.8K
|
1.91K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
659+ 1.75% |
$62K - $69.5K
|
38.4K
$4.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
655+ 9.62% |
$61.6K - $69.1K
|
7.46K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
630+ 15.8% |
$59.2K - $66.4K
|
4.62K
$578K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
609+ 4.72% |
$57.3K - $64.2K
|
13.5K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
604+ 7.47% |
$56.8K - $63.7K
|
8.69K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 2.02% |
$56.4K - $63.3K
|
30.3K
$3.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
600+ 0.95% |
$56.4K - $63.3K
|
63.5K
$7.96M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
586+ 2.8% |
$55.1K - $61.8K
|
21.5K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
585+ 10.29% |
$55K - $61.7K
|
6.27K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
574+ 6.03% |
$54K - $60.5K
|
10.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
568+ 1.31% |
$53.4K - $59.9K
|
43.9K
$5.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
565+ 9.49% |
$53.1K - $59.6K
|
6.52K
$816K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
557+ 5.54% |
$52.4K - $58.7K
|
10.6K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
555+ 14.56% |
$52.2K - $58.5K
|
4.37K
$547K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550+ 45.01% |
$51.7K - $58K
|
1.77K
$222K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
546+ 22.02% |
$51.3K - $57.6K
|
3.03K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
543+ 4.15% |
$51.1K - $57.3K
|
13.6K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
535+ 1.72% |
$50.3K - $56.4K
|
31.6K
$3.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
517+ 3.86% |
$48.6K - $54.5K
|
13.9K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
500+ 3.38% |
$47K - $52.7K
|
15.3K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
483+ 14.44% |
$45.4K - $50.9K
|
3.83K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
482+ 4.94% |
$45.3K - $50.8K
|
10.2K
$1.28M
|