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 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-70- 2.86% |
$6.58K - $7.38K
|
2.38K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-71- 0.26% |
$6.68K - $7.49K
|
26.8K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-73- 28.63% |
$6.86K - $7.7K
|
182
$22.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 1.52% |
$7.05K - $7.91K
|
4.88K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-75- 10.67% |
$7.05K - $7.91K
|
628
$78.6K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-75- 2.83% |
$7.05K - $7.91K
|
2.58K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-77- 0.18% |
$7.24K - $8.12K
|
42.3K
$5.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-77- 0.4% |
$7.24K - $8.12K
|
19.2K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-82- 19.76% |
$7.71K - $8.65K
|
333
$41.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-82- 0.07% |
$7.71K - $8.65K
|
125K
$15.7M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-85- 1.58% |
$7.99K - $8.96K
|
5.29K
$662K
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-87- 0.94% |
$8.18K - $9.18K
|
9.15K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-91- 0.6% |
$8.56K - $9.6K
|
15.1K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-91- 2.76% |
$8.56K - $9.6K
|
3.21K
$402K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-91- 8.67% |
$8.56K - $9.6K
|
959
$120K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-92- 0.3% |
$8.65K - $9.7K
|
30.2K
$3.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-96- 0.46% |
$9.03K - $10.1K
|
20.6K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-96- 3.15% |
$9.03K - $10.1K
|
2.95K
$370K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 8.4% |
$9.4K - $10.5K
|
1.09K
$136K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.78% |
$9.4K - $10.5K
|
3.49K
$437K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 1.46% |
$9.4K - $10.5K
|
6.75K
$844K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 4.23% |
$9.4K - $10.5K
|
2.27K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-100- 4.34% |
$9.4K - $10.5K
|
2.21K
$276K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-102- 1.32% |
$9.59K - $10.8K
|
7.61K
$953K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-106- 3.06% |
$9.97K - $11.2K
|
3.36K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-110- 9.05% |
$10.3K - $11.6K
|
1.11K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-115- 0.09% |
$10.8K - $12.1K
|
124K
$15.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-119- 0.51% |
$11.2K - $12.5K
|
23.4K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-121- 0.2% |
$11.4K - $12.8K
|
59.7K
$7.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-123- 3.64% |
$11.6K - $13K
|
3.25K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-123- 4.6% |
$11.6K - $13K
|
2.55K
$320K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-125- 29.27% |
$11.8K - $13.2K
|
302
$37.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-125- 2.73% |
$11.8K - $13.2K
|
4.45K
$557K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-128- 0.44% |
$12K - $13.5K
|
28.9K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-128- 0.19% |
$12K - $13.5K
|
66.2K
$8.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-128- 61.24% |
$12K - $13.5K
|
81
$10.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-129- 24.16% |
$12.1K - $13.6K
|
405
$50.7K
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-129- 2.95% |
$12.1K - $13.6K
|
4.24K
$531K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-130- 8.85% |
$12.2K - $13.7K
|
1.34K
$168K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-130- 1.57% |
$12.2K - $13.7K
|
8.17K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-130- 0.14% |
$12.2K - $13.7K
|
93.2K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-131- 1.25% |
$12.3K - $13.8K
|
10.4K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-140- 3.13% |
$13.2K - $14.8K
|
4.33K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-145- 2.26% |
$13.6K - $15.3K
|
6.26K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-147- 1.81% |
$13.8K - $15.5K
|
7.99K
$1M
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 3.54% |
$14.1K - $15.8K
|
4.09K
$512K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-150- 3.7% |
$14.1K - $15.8K
|
3.91K
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-155- 0.72% |
$14.6K - $16.3K
|
21.4K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-155- 0.83% |
$14.6K - $16.3K
|
18.6K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-155- 1.86% |
$14.6K - $16.3K
|
8.19K
$1.03M
|