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 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-334- 9.81% |
$31.4K - $35.2K
|
3.07K
$384K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-335- 0.82% |
$31.5K - $35.3K
|
40.4K
$5.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-342- 0.47% |
$32.2K - $36.1K
|
71.9K
$9M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-343- 0.63% |
$32.2K - $36.2K
|
54K
$6.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 11.18% |
$34.1K - $38.3K
|
2.88K
$361K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-367- 0.99% |
$34.5K - $38.7K
|
36.6K
$4.58M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-368- 1.84% |
$34.6K - $38.8K
|
19.7K
$2.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-369- 1.11% |
$34.7K - $38.9K
|
32.8K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-370- 6.55% |
$34.8K - $39K
|
5.28K
$661K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-381- 5.49% |
$35.8K - $40.2K
|
6.56K
$822K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-382- 3.05% |
$35.9K - $40.3K
|
12.2K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-389- 36.91% |
$36.6K - $41K
|
665
$83.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-397- 0.85% |
$37.3K - $41.9K
|
46.2K
$5.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-399- 2.24% |
$37.5K - $42.1K
|
17.4K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-408- 0.47% |
$38.4K - $43K
|
85.9K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-409- 4.93% |
$38.5K - $43.1K
|
7.88K
$987K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-410- 0.83% |
$38.5K - $43.2K
|
48.9K
$6.13M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-413- 56.58% |
$38.8K - $43.6K
|
317
$39.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-418- 7.57% |
$39.3K - $44.1K
|
5.11K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-419- 1.19% |
$39.4K - $44.2K
|
34.9K
$4.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-434- 1.57% |
$40.8K - $45.8K
|
27.2K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-444- 13.19% |
$41.7K - $46.8K
|
2.92K
$366K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-460- 0.31% |
$43.2K - $48.5K
|
148K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-473- 7.19% |
$44.5K - $49.9K
|
6.1K
$764K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-478- 6.68% |
$44.9K - $50.4K
|
6.68K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-478- 19.41% |
$44.9K - $50.4K
|
1.99K
$249K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-483- 16.12% |
$45.4K - $50.9K
|
2.51K
$315K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-485- 16.78% |
$45.6K - $51.1K
|
2.41K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-494- 6.13% |
$46.4K - $52.1K
|
7.56K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-494- 6.13% |
$46.4K - $52.1K
|
7.56K
$947K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-499- 6.78% |
$46.9K - $52.6K
|
6.86K
$859K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 50.25% |
$47K - $52.7K
|
495
$62K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-502- 2.99% |
$47.2K - $52.9K
|
16.3K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-515- 45.58% |
$48.4K - $54.3K
|
615
$77K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-542- 2.64% |
$51K - $57.2K
|
20K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-550- 16.67% |
$51.7K - $58K
|
2.75K
$344K
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-561- 72.29% |
$52.7K - $59.2K
|
215
$26.9K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-561- 72.29% |
$52.7K - $59.2K
|
215
$26.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-567- 6.64% |
$53.3K - $59.8K
|
7.98K
$999K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-570- 3.57% |
$53.6K - $60.1K
|
15.4K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-587- 3.56% |
$55.2K - $61.9K
|
15.9K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-588- 4.53% |
$55.3K - $62K
|
12.4K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-595- 11.03% |
$55.9K - $62.7K
|
4.8K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-596- 9.11% |
$56K - $62.9K
|
5.95K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-608- 1.07% |
$57.2K - $64.1K
|
56.4K
$7.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-614- 2.95% |
$57.7K - $64.8K
|
20.2K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-673- 4.55% |
$63.3K - $71K
|
14.1K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-678- 9.19% |
$63.7K - $71.5K
|
6.7K
$839K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-688- 5.9% |
$64.7K - $72.6K
|
11K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-688- 17.21% |
$64.7K - $72.6K
|
3.31K
$414K
|