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 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.13% |
$282 - $316
|
2.25K
$282K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$94 - $105
|
40.1K
$5.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$94 - $105
|
3.19K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$94 - $105
|
5.93K
$742K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-1- 0.02% |
$94 - $105
|
4.81K
$602K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.36% |
$94 - $105
|
280
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 0.1% |
$282 - $316
|
3.13K
$392K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 10.0% |
$376 - $422
|
36
$4.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.24% |
$470 - $527
|
2.07K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 15.63% |
$470 - $527
|
27
$3.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.33% |
$564 - $633
|
1.83K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7- 0.28% |
$658 - $738
|
2.5K
$313K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-7- 0.32% |
$658 - $738
|
2.15K
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 0.09% |
$940 - $1.05K
|
10.5K
$1.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10- 4.67% |
$940 - $1.05K
|
204
$25.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 0.04% |
$1.13K - $1.27K
|
29K
$3.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-13- 0.41% |
$1.22K - $1.37K
|
3.16K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14- 2.75% |
$1.32K - $1.48K
|
496
$62.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 4.75% |
$1.32K - $1.48K
|
281
$35.2K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15- 0.64% |
$1.41K - $1.58K
|
2.34K
$293K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16- 0.67% |
$1.5K - $1.69K
|
2.37K
$297K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16- 0.13% |
$1.5K - $1.69K
|
12K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.61% |
$1.88K - $2.11K
|
3.26K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-21- 0.02% |
$1.97K - $2.21K
|
124K
$15.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-25- 2.42% |
$2.35K - $2.64K
|
1.01K
$126K
|
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-26- 0.05% |
$2.44K - $2.74K
|
54.8K
$6.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-30- 0.38% |
$2.82K - $3.16K
|
7.9K
$989K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-33- 0.45% |
$3.1K - $3.48K
|
7.37K
$923K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-33- 2.54% |
$3.1K - $3.48K
|
1.27K
$159K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 8.97% |
$3.1K - $3.48K
|
335
$41.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-35- 0.83% |
$3.29K - $3.69K
|
4.19K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-39- 1.12% |
$3.67K - $4.11K
|
3.44K
$431K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-42- 0.34% |
$3.95K - $4.43K
|
12.3K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-42- 0.3% |
$3.95K - $4.43K
|
14.2K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-45- 0.96% |
$4.23K - $4.75K
|
4.66K
$583K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-48- 0.47% |
$4.51K - $5.06K
|
10.1K
$1.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 0.18% |
$4.61K - $5.17K
|
27.1K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.15% |
$4.7K - $5.27K
|
4.3K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-50- 0.73% |
$4.7K - $5.27K
|
6.83K
$855K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-52- 2.85% |
$4.89K - $5.48K
|
1.77K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-52- 2.33% |
$4.89K - $5.48K
|
2.18K
$273K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53- 0.88% |
$4.98K - $5.59K
|
5.94K
$744K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 6.89% |
$5.08K - $5.69K
|
730
$91.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-56- 7.24% |
$5.27K - $5.91K
|
717
$89.8K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-57- 1.41% |
$5.36K - $6.01K
|
3.98K
$498K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-59- 40.69% |
$5.55K - $6.22K
|
86
$10.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-59- 1.2% |
$5.55K - $6.22K
|
4.84K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 20.75% |
$5.74K - $6.43K
|
233
$29.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-62- 1.98% |
$5.83K - $6.54K
|
3.07K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 1.01% |
$6.11K - $6.85K
|
6.35K
$795K
|