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
|
Becker Capital Management Inc
|
SELL
|
- |
-693- 17.23% |
$65.2K - $73.1K
|
3.33K
$417K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-729- 1.86% |
$68.5K - $76.9K
|
38.5K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-733- 2.42% |
$68.9K - $77.3K
|
29.6K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-741- 12.47% |
$69.7K - $78.1K
|
5.2K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-741- 48.81% |
$69.7K - $78.1K
|
777
$97.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-743- 0.28% |
$69.9K - $78.4K
|
264K
$33M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-746- 0.42% |
$70.1K - $78.7K
|
177K
$22.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-754- 0.32% |
$70.9K - $79.5K
|
238K
$29.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-763- 16.63% |
$71.7K - $80.5K
|
3.83K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-766- 4.61% |
$72K - $80.8K
|
15.9K
$1.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-768- 7.09% |
$72.2K - $81K
|
10.1K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-780- 7.98% |
$73.3K - $82.3K
|
8.99K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-780- 43.82% |
$73.3K - $82.3K
|
1K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-785- 6.52% |
$73.8K - $82.8K
|
11.2K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-786- 1.11% |
$73.9K - $82.9K
|
70K
$8.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-788- 3.73% |
$74.1K - $83.1K
|
20.4K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Fosun International LTD
|
SELL
|
- |
-800- 1.0% |
$75.2K - $84.4K
|
78.9K
$9.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-807- 2.26% |
$75.9K - $85.1K
|
34.8K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-810- 2.4% |
$76.2K - $85.4K
|
32.9K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-841- 5.93% |
$79.1K - $88.7K
|
13.3K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-872- 3.75% |
$82K - $92K
|
22.4K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-895- 1.37% |
$84.1K - $94.4K
|
64.6K
$8.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 0.85% |
$84.6K - $94.9K
|
105K
$13.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-902- 3.32% |
$84.8K - $95.1K
|
26.2K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-925- 4.19% |
$87K - $97.6K
|
21.2K
$2.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-934- 43.0% |
$87.8K - $98.5K
|
1.24K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-937- 2.58% |
$88.1K - $98.8K
|
35.4K
$4.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-956- 18.24% |
$89.9K - $101K
|
4.29K
$537K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-957- 9.1% |
$90K - $101K
|
9.57K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-957- 0.48% |
$90K - $101K
|
197K
$24.7M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-958- 8.88% |
$90.1K - $101K
|
9.83K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-963- 8.08% |
$90.5K - $102K
|
11K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-975- 1.31% |
$91.7K - $103K
|
73.7K
$9.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-975- 3.84% |
$91.7K - $103K
|
24.4K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-977- 30.6% |
$91.9K - $103K
|
2.22K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-980- 3.32% |
$92.1K - $103K
|
28.5K
$3.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-992- 5.83% |
$93.3K - $105K
|
16K
$2M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-997- 7.89% |
$93.7K - $105K
|
11.6K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-1K- 6.63% |
$94K - $105K
|
14.1K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 2.83% |
$94K - $105K
|
34.3K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 41.34% |
$94.7K - $106K
|
1.43K
$179K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.03K- 3.09% |
$96.8K - $109K
|
32.3K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.03K- 3.94% |
$96.9K - $109K
|
25.1K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.04K- 35.36% |
$97.9K - $110K
|
1.9K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.05K- 2.98% |
$98.3K - $110K
|
34.1K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06K- 31.91% |
$99.6K - $112K
|
2.26K
$283K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 1.36% |
$99.8K - $112K
|
77.2K
$9.67M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.07K- 6.51% |
$100K - $112K
|
15.3K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 26.1% |
$100K - $113K
|
3.02K
$378K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-1.07K- 0.74% |
$101K - $113K
|
144K
$18M
|