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 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-155- 1.86% |
$14.6K - $16.3K
|
8.19K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-160- 1.73% |
$15K - $16.9K
|
9.09K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-162- 86.63% |
$15.2K - $17.1K
|
25
$3.13K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-163- 5.42% |
$15.3K - $17.2K
|
2.84K
$356K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-171- 0.73% |
$16.1K - $18K
|
23.3K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-172- 0.36% |
$16.2K - $18.1K
|
47.6K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-178- 3.53% |
$16.7K - $18.8K
|
4.86K
$609K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-179- 56.65% |
$16.8K - $18.9K
|
137
$17.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-180- 1.84% |
$16.9K - $19K
|
9.58K
$1.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-185- 1.39% |
$17.4K - $19.5K
|
13.1K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-188- 2.46% |
$17.7K - $19.8K
|
7.46K
$934K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-191- 5.81% |
$18K - $20.1K
|
3.1K
$387K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-192- 2.94% |
$18.1K - $20.2K
|
6.34K
$793K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-200- 8.08% |
$18.8K - $21.1K
|
2.28K
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-200- 3.44% |
$18.8K - $21.1K
|
5.61K
$702K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-200- 1.75% |
$18.8K - $21.1K
|
11.2K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-200- 1.02% |
$18.8K - $21.1K
|
19.5K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-202- 1.47% |
$19K - $21.3K
|
13.5K
$1.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-202- 2.91% |
$19K - $21.3K
|
6.73K
$843K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-205- 6.79% |
$19.3K - $21.6K
|
2.81K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-206- 6.83% |
$19.4K - $21.7K
|
2.81K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-214- 2.28% |
$20.1K - $22.6K
|
9.18K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-219- 2.71% |
$20.6K - $23.1K
|
7.85K
$983K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-223- 2.55% |
$21K - $23.5K
|
8.51K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-223- 0.38% |
$21K - $23.5K
|
58.5K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-229- 0.36% |
$21.5K - $24.2K
|
62.7K
$7.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-230- 3.14% |
$21.6K - $24.3K
|
7.1K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-230- 1.31% |
$21.6K - $24.3K
|
17.3K
$2.17M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-232- 3.63% |
$21.8K - $24.5K
|
6.16K
$771K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-233- 3.91% |
$21.9K - $24.6K
|
5.72K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-241- 5.16% |
$22.7K - $25.4K
|
4.43K
$555K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-242- 9.87% |
$22.8K - $25.5K
|
2.21K
$277K
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-250- 1.16% |
$23.5K - $26.4K
|
21.3K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-254- 2.95% |
$23.9K - $26.8K
|
8.34K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-257- 1.65% |
$24.2K - $27.1K
|
15.3K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
SELL
|
- |
-264- 0.3% |
$24.8K - $27.8K
|
89K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-268- 6.21% |
$25.2K - $28.3K
|
4.05K
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-272- 0.3% |
$25.6K - $28.7K
|
90.2K
$11.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-277- 12.13% |
$26K - $29.2K
|
2.01K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-289- 1.02% |
$27.2K - $30.5K
|
28K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-290- 3.34% |
$27.3K - $30.6K
|
8.38K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-300- 0.47% |
$28.2K - $31.6K
|
63.6K
$7.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
SELL
|
- |
-300- 0.98% |
$28.2K - $31.6K
|
30.4K
$3.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-309- 3.1% |
$29.1K - $32.6K
|
9.65K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-311- 0.94% |
$29.2K - $32.8K
|
32.9K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-314- 5.74% |
$29.5K - $33.1K
|
5.16K
$646K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-315- 1.29% |
$29.6K - $33.2K
|
24.1K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-319- 1.05% |
$30K - $33.6K
|
30K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-320- 0.81% |
$30.1K - $33.7K
|
39K
$4.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-328- 4.86% |
$30.8K - $34.6K
|
6.42K
$804K
|