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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
470+ 4.8% |
$44.2K - $49.6K
|
10.3K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
467+ 6.05% |
$43.9K - $49.2K
|
8.18K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
464+ 0.17% |
$43.6K - $48.9K
|
277K
$34.7M
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
452+ 0.25% |
$42.5K - $47.7K
|
181K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
450+ 2.77% |
$42.3K - $47.5K
|
16.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
450New |
$42.3K - $47.5K
|
450
$56.3K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
450+ 1.64% |
$42.3K - $47.5K
|
28K
$3.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
BUY
|
- |
447+ 0.82% |
$42K - $47.1K
|
54.8K
$6.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
421+ 5.66% |
$39.6K - $44.4K
|
7.86K
$984K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
404+ 2.31% |
$38K - $42.6K
|
17.9K
$2.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
400+ 1.79% |
$37.6K - $42.2K
|
22.7K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
396+ 2.63% |
$37.2K - $41.8K
|
15.5K
$1.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
393+ 8.72% |
$36.9K - $41.4K
|
4.9K
$614K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
386+ 1.45% |
$36.3K - $40.7K
|
26.9K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
385+ 1.6% |
$36.2K - $40.6K
|
24.5K
$3.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
BUY
|
- |
383+ 1.45% |
$36K - $40.4K
|
26.7K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$35.6K - $40K
|
379
$47.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
368+ 5.55% |
$34.6K - $38.8K
|
7K
$877K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
360+ 4.63% |
$33.8K - $38K
|
8.13K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
359+ 1.26% |
$33.8K - $37.9K
|
28.9K
$3.61M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
354+ 7.97% |
$33.3K - $37.3K
|
4.79K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
352+ 6.07% |
$33.1K - $37.1K
|
6.16K
$771K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
343New |
$32.2K - $36.2K
|
343
$42.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
339+ 7.35% |
$31.9K - $35.8K
|
4.95K
$620K
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
336+ 0.39% |
$31.6K - $35.4K
|
86.5K
$10.8M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
335+ 8.26% |
$31.5K - $35.3K
|
4.39K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
332+ 7.98% |
$31.2K - $35K
|
4.49K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
332New |
$31.2K - $35K
|
332
$41.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
329New |
$30.9K - $34.7K
|
329
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
324+ 7.49% |
$30.5K - $34.2K
|
4.65K
$582K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
316+ 3.83% |
$29.7K - $33.3K
|
8.56K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
316+ 10.9% |
$29.7K - $33.3K
|
3.22K
$403K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
300New |
$28.2K - $31.6K
|
300
$37.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$28.2K - $31.6K
|
300
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
296+ 6.99% |
$27.8K - $31.2K
|
4.53K
$567K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
284New |
$26.7K - $30K
|
284
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
257+ 2.17% |
$24.2K - $27.1K
|
12.1K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
245+ 0.5% |
$23K - $25.8K
|
49.7K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
240+ 8.4% |
$22.6K - $25.3K
|
3.1K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
238+ 2.83% |
$22.4K - $25.1K
|
8.66K
$1.08M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
238+ 0.36% |
$22.4K - $25.1K
|
66.8K
$8.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
229+ 1.78% |
$21.5K - $24.2K
|
13.1K
$1.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
227+ 28.52% |
$21.3K - $23.9K
|
1.02K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
226+ 4.33% |
$21.2K - $23.8K
|
5.44K
$681K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
225+ 4.59% |
$21.2K - $23.7K
|
5.13K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
221+ 6.9% |
$20.8K - $23.3K
|
3.42K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
220+ 0.44% |
$20.7K - $23.2K
|
50.3K
$6.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
218New |
$20.5K - $23K
|
218
$27.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
217+ 0.47% |
$20.4K - $22.9K
|
46.2K
$5.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
215+ 2.21% |
$20.2K - $22.7K
|
9.97K
$1.25M
|