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
|
E Rn Financial, LLC
|
BUY
|
- |
43+ 1.0% |
$4.04K - $4.53K
|
4.35K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
43+ 0.38% |
$4.04K - $4.53K
|
11.2K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41+ 1.16% |
$3.85K - $4.32K
|
3.58K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
33+ 1.35% |
$3.1K - $3.48K
|
2.47K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32New |
$3.01K - $3.37K
|
32
$4.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
31+ 0.4% |
$2.91K - $3.27K
|
7.74K
$969K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.23% |
$2.91K - $3.27K
|
13.3K
$1.66M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$2.82K - $3.16K
|
30
$3.76K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.8% |
$2.82K - $3.16K
|
3.77K
$472K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$2.82K - $3.16K
|
30
$3.76K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
30+ 1.22% |
$2.82K - $3.16K
|
2.49K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$2.63K - $2.95K
|
28
$3.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.18% |
$2.63K - $2.95K
|
15.8K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
27+ 0.45% |
$2.54K - $2.85K
|
6.09K
$763K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
26+ 0.59% |
$2.44K - $2.74K
|
4.41K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
26+ 0.09% |
$2.44K - $2.74K
|
28.3K
$3.54M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25+ 0.23% |
$2.35K - $2.64K
|
10.7K
$1.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
23New |
$2.16K - $2.43K
|
23
$2.88K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
22+ 9.17% |
$2.07K - $2.32K
|
262
$32.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
21+ 0.78% |
$1.97K - $2.21K
|
2.73K
$342K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
20New |
$1.88K - $2.11K
|
20
$2.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
19+ 0.77% |
$1.79K - $2K
|
2.48K
$311K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.11% |
$1.69K - $1.9K
|
16K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18+ 0.13% |
$1.69K - $1.9K
|
13.5K
$1.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17New |
$1.6K - $1.79K
|
17
$2.13K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 54.84% |
$1.6K - $1.79K
|
48
$6.01K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16+ 0.02% |
$1.5K - $1.69K
|
74.3K
$9.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
BUY
|
- |
16+ 0.02% |
$1.5K - $1.69K
|
89.1K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16+ 200.0% |
$1.5K - $1.69K
|
24
$3K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$1.41K - $1.58K
|
5.63K
$705K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15+ 0.21% |
$1.41K - $1.58K
|
7.27K
$910K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
15New |
$1.41K - $1.58K
|
15
$1.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.48% |
$1.41K - $1.58K
|
3.14K
$393K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 466.67% |
$1.32K - $1.48K
|
17
$2.13K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 93.33% |
$1.32K - $1.48K
|
29
$3.63K
|
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
BUY
|
- |
12+ 0.04% |
$1.13K - $1.27K
|
27.8K
$3.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.77% |
$1.13K - $1.27K
|
1.56K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
11+ 0.49% |
$1.03K - $1.16K
|
2.24K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10New |
$940 - $1.05K
|
10
$1.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
10+ 0.14% |
$940 - $1.05K
|
6.94K
$869K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.39% |
$658 - $738
|
1.82K
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$564 - $633
|
6
$751
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5+ 0.01% |
$470 - $527
|
93.2K
$11.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 21.74% |
$470 - $527
|
28
$3.51K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.69% |
$470 - $527
|
731
$91.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4+ 0.01% |
$376 - $422
|
37.8K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$376 - $422
|
22.5K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 1.69% |
$376 - $422
|
241
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$376 - $422
|
4
$501
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.14% |
$282 - $316
|
2.18K
$272K
|