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 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.07K- 13.21% |
$101K - $113K
|
7.05K
$883K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.08K- 2.06% |
$102K - $114K
|
51.4K
$6.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.09K- 27.25% |
$102K - $115K
|
2.9K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.1K- 1.26% |
$103K - $116K
|
86K
$10.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.1K- 1.06% |
$104K - $116K
|
103K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.11K- 2.5% |
$104K - $117K
|
43.3K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.14K- 11.57% |
$107K - $120K
|
8.67K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.14K- 1.93% |
$107K - $120K
|
58K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.14K- 37.27% |
$107K - $120K
|
1.92K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.17K- 6.03% |
$110K - $123K
|
18.2K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.18K- 7.36% |
$111K - $124K
|
14.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.24K- 9.22% |
$117K - $131K
|
12.2K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 3.68% |
$120K - $135K
|
33.4K
$4.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.33K- 4.71% |
$125K - $140K
|
26.9K
$3.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 18.84% |
$126K - $141K
|
5.76K
$722K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.37K- 0.82% |
$128K - $144K
|
166K
$20.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.37K- 63.24% |
$129K - $145K
|
797
$99.8K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.41K- 1.97% |
$132K - $148K
|
70.2K
$8.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.44K- 15.98% |
$135K - $151K
|
7.55K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.45K- 1.11% |
$137K - $153K
|
129K
$16.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.47K- 9.22% |
$138K - $155K
|
14.5K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-1.48K- 1.11% |
$139K - $156K
|
131K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.51K- 8.89% |
$142K - $159K
|
15.5K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.54K- 31.48% |
$145K - $163K
|
3.35K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.55K- 4.08% |
$146K - $163K
|
36.4K
$4.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 5.64% |
$148K - $166K
|
26.4K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.58K- 31.24% |
$149K - $167K
|
3.49K
$437K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-1.62K- 7.58% |
$152K - $171K
|
19.7K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 1.08% |
$154K - $173K
|
150K
$18.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 9.59% |
$155K - $173K
|
15.5K
$1.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.66K- 2.28% |
$156K - $175K
|
71K
$8.88M
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.69K- 3.36% |
$159K - $178K
|
48.6K
$6.09M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.71K- 8.81% |
$161K - $180K
|
17.7K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.73K- 13.65% |
$163K - $182K
|
10.9K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.74K- 0.33% |
$164K - $183K
|
527K
$65.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-1.75K- 0.43% |
$164K - $184K
|
401K
$50.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.78K- 25.36% |
$167K - $188K
|
5.24K
$656K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 49.18% |
$168K - $189K
|
1.85K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.79K- 42.27% |
$168K - $189K
|
2.45K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8K- 26.53% |
$169K - $190K
|
4.98K
$624K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.86K- 0.52% |
$175K - $196K
|
356K
$44.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.87K- 1.41% |
$176K - $197K
|
131K
$16.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.9K- 7.64% |
$178K - $200K
|
22.9K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.91K- 0.8% |
$179K - $201K
|
237K
$29.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.96K- 48.38% |
$184K - $207K
|
2.09K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.96K- 4.55% |
$185K - $207K
|
41.2K
$5.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.97K- 5.75% |
$185K - $208K
|
32.3K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.98K- 15.41% |
$186K - $209K
|
10.9K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2K- 1.74% |
$188K - $211K
|
113K
$14.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2K- 6.28% |
$188K - $211K
|
29.9K
$3.74M
|