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 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
104+ 3.54% |
$9.78K - $11K
|
3.04K
$381K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
101+ 2.99% |
$9.5K - $10.7K
|
3.48K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
101+ 0.41% |
$9.5K - $10.7K
|
24.8K
$3.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101New |
$9.5K - $10.7K
|
101
$12.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.38% |
$9.4K - $10.5K
|
26.7K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 2.42% |
$9.4K - $10.5K
|
4.22K
$529K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
95New |
$8.93K - $10K
|
95
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
94New |
$8.84K - $9.91K
|
94
$11.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
92+ 16.49% |
$8.65K - $9.7K
|
650
$81.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
90New |
$8.46K - $9.49K
|
90
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89+ 1.18% |
$8.37K - $9.39K
|
7.63K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.83% |
$8.18K - $9.18K
|
4.85K
$607K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
87+ 0.9% |
$8.18K - $9.18K
|
9.74K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
86+ 1.04% |
$8.09K - $9.07K
|
8.38K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
86+ 4.57% |
$8.09K - $9.07K
|
1.97K
$246K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83+ 4.9% |
$7.8K - $8.75K
|
1.78K
$222K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 5.16% |
$7.24K - $8.12K
|
1.57K
$196K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
75+ 2.49% |
$7.05K - $7.91K
|
3.09K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
75New |
$7.05K - $7.91K
|
75
$9.39K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
75+ 14.59% |
$7.05K - $7.91K
|
589
$73.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
75+ 144.23% |
$7.05K - $7.91K
|
127
$15.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
BUY
|
- |
75+ 0.09% |
$7.05K - $7.91K
|
79.5K
$9.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
75+ 1.38% |
$7.05K - $7.91K
|
5.49K
$688K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
73+ 1.7% |
$6.86K - $7.7K
|
4.36K
$546K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
70+ 1.56% |
$6.58K - $7.38K
|
4.57K
$572K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
70+ 0.24% |
$6.58K - $7.38K
|
29.6K
$3.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
68New |
$6.39K - $7.17K
|
68
$8.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67New |
$6.3K - $7.07K
|
67
$8.39K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
65+ 27.78% |
$6.11K - $6.85K
|
299
$37.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
63+ 1.96% |
$5.92K - $6.64K
|
3.28K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
63+ 1.99% |
$5.92K - $6.64K
|
3.23K
$404K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
60+ 1.12% |
$5.64K - $6.33K
|
5.41K
$678K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
60New |
$5.64K - $6.33K
|
60
$7.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
60+ 1.25% |
$5.64K - $6.33K
|
4.87K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
57+ 0.03% |
$5.36K - $6.01K
|
194K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
57+ 0.48% |
$5.36K - $6.01K
|
11.9K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55+ 100.0% |
$5.17K - $5.8K
|
110
$13.8K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
54New |
$5.08K - $5.69K
|
54
$6.76K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
53+ 42.74% |
$4.98K - $5.59K
|
177
$22.2K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
50+ 0.11% |
$4.7K - $5.27K
|
44.8K
$5.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50New |
$4.7K - $5.27K
|
50
$6.26K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.09% |
$4.7K - $5.27K
|
2.44K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 1.18% |
$4.7K - $5.27K
|
4.28K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.7K - $5.27K
|
50
$6.26K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
49+ 1.53% |
$4.61K - $5.17K
|
3.26K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 1.18% |
$4.51K - $5.06K
|
4.13K
$517K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 1.18% |
$4.51K - $5.06K
|
4.13K
$517K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 1.19% |
$4.23K - $4.75K
|
3.82K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
43New |
$4.04K - $4.53K
|
43
$5.38K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
43+ 1.0% |
$4.04K - $4.53K
|
4.35K
$544K
|