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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
214+ 6.29% |
$20.1K - $22.6K
|
3.61K
$452K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
213+ 0.4% |
$20K - $22.5K
|
54K
$6.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
211+ 2.41% |
$19.8K - $22.3K
|
8.97K
$1.12M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
211New |
$19.8K - $22.3K
|
211
$26.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
209+ 1.5% |
$19.7K - $22K
|
14.2K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
207+ 0.19% |
$19.5K - $21.8K
|
107K
$13.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
205+ 2.28% |
$19.3K - $21.6K
|
9.2K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
203+ 1.96% |
$19.1K - $21.4K
|
10.5K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
201+ 5.32% |
$18.9K - $21.2K
|
3.98K
$498K
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
200+ 0.4% |
$18.8K - $21.1K
|
49.7K
$6.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
199New |
$18.7K - $21K
|
199
$24.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
198+ 0.4% |
$18.6K - $20.9K
|
49.5K
$6.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
196+ 63.64% |
$18.4K - $20.7K
|
504
$63.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
190+ 3.86% |
$17.9K - $20K
|
5.12K
$640K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
185New |
$17.4K - $19.5K
|
185
$23.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
180+ 7.42% |
$16.9K - $19K
|
2.61K
$326K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180+ 2.47% |
$16.9K - $19K
|
7.46K
$934K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
175+ 4.4% |
$16.5K - $18.5K
|
4.15K
$519K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
170+ 1.43% |
$16K - $17.9K
|
12.1K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 34.62% |
$16K - $17.9K
|
661
$82.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
169+ 0.69% |
$15.9K - $17.8K
|
24.7K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
166+ 1.62% |
$15.6K - $17.5K
|
10.4K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
162+ 4.37% |
$15.2K - $17.1K
|
3.87K
$484K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
160New |
$15K - $16.9K
|
160
$20K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
160+ 0.16% |
$15K - $16.9K
|
103K
$12.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
159+ 0.32% |
$14.9K - $16.8K
|
49.2K
$6.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
159+ 0.54% |
$14.9K - $16.8K
|
29.8K
$3.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
158+ 2.63% |
$14.9K - $16.7K
|
6.17K
$772K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
154+ 7.64% |
$14.5K - $16.2K
|
2.17K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
153+ 2.97% |
$14.4K - $16.1K
|
5.3K
$663K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
153+ 96.84% |
$14.4K - $16.1K
|
311
$38.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
150+ 0.14% |
$14.1K - $15.8K
|
108K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 6.01% |
$13.5K - $15.2K
|
2.54K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
143+ 4.21% |
$13.4K - $15.1K
|
3.54K
$443K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
142+ 0.57% |
$13.4K - $15K
|
24.9K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$17.8K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
138+ 3.35% |
$13K - $14.6K
|
4.26K
$534K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 3.35% |
$13K - $14.6K
|
4.26K
$534K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
134New |
$12.6K - $14.1K
|
134
$16.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
134+ 9.32% |
$12.6K - $14.1K
|
1.57K
$197K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
132New |
$12.4K - $13.9K
|
132
$16.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 2.08% |
$12.3K - $13.8K
|
6.43K
$805K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
130+ 3.93% |
$12.2K - $13.7K
|
3.44K
$431K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
129+ 1.81% |
$12.1K - $13.6K
|
7.26K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 2.71% |
$12.1K - $13.6K
|
4.89K
$612K
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
119+ 1.12% |
$11.2K - $12.5K
|
10.7K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119+ 5.58% |
$11.2K - $12.5K
|
2.25K
$282K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
111New |
$10.4K - $11.7K
|
111
$13.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
109+ 2.63% |
$10.2K - $11.5K
|
4.25K
$532K
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
107+ 0.52% |
$10.1K - $11.3K
|
20.7K
$2.59M
|