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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 24.44% |
$194K - $218K
|
6.39K
$800K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.12K- 2.26% |
$199K - $223K
|
91.4K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.16K- 2.93% |
$203K - $227K
|
71.5K
$8.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.18K- 2.79% |
$205K - $230K
|
75.9K
$9.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.24K- 18.27% |
$210K - $236K
|
10K
$1.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.24K- 8.89% |
$211K - $236K
|
23K
$2.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-2.26K- 29.45% |
$213K - $239K
|
5.42K
$679K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 3.85% |
$214K - $240K
|
56.9K
$7.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.37K- 39.73% |
$223K - $250K
|
3.6K
$450K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.38K- 6.25% |
$224K - $251K
|
35.7K
$4.47M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.38K- 6.25% |
$224K - $251K
|
35.7K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2.39K- 11.43% |
$224K - $252K
|
18.5K
$2.32M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.4K- 2.64% |
$226K - $253K
|
88.5K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.41K- 54.66% |
$227K - $255K
|
2K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 4.17% |
$228K - $256K
|
55.9K
$7M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.43K- 0.08% |
$229K - $256K
|
3.01M
$377M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.44K- 5.28% |
$229K - $257K
|
43.7K
$5.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-2.47K- 1.58% |
$233K - $261K
|
154K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 8.14% |
$235K - $263K
|
28.2K
$3.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-2.51K- 6.02% |
$236K - $264K
|
39.1K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.51K- 1.74% |
$236K - $265K
|
142K
$17.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.57K- 2.7% |
$241K - $271K
|
92.5K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Focused Investors LLC
|
SELL
|
- |
-2.6K- 0.2% |
$244K - $274K
|
1.3M
$163M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.66K- 30.54% |
$250K - $280K
|
6.05K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-2.66K- 99.96% |
$250K - $281K
|
1
$125
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 3.59% |
$254K - $285K
|
72.6K
$9.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.72K- 20.68% |
$256K - $287K
|
10.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.73K- 26.53% |
$256K - $287K
|
7.55K
$945K
|
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-2.75K- 55.0% |
$259K - $290K
|
2.25K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.78K- 21.45% |
$261K - $293K
|
10.2K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.85K- 36.53% |
$268K - $301K
|
4.95K
$620K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.87K- 32.76% |
$270K - $302K
|
5.89K
$737K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.89K- 10.75% |
$272K - $305K
|
24K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.91K- 4.16% |
$274K - $307K
|
67.2K
$8.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.99K- 2.53% |
$281K - $315K
|
115K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-3K- 3.0% |
$282K - $316K
|
97K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.02K- 49.31% |
$284K - $318K
|
3.1K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.09K- 6.63% |
$290K - $326K
|
43.5K
$5.45M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-3.13K- 43.99% |
$294K - $330K
|
3.98K
$499K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
SELL
|
- |
-3.2K- 0.46% |
$301K - $337K
|
695K
$87M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.22K- 2.47% |
$303K - $340K
|
127K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.26K- 1.52% |
$306K - $344K
|
211K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.29K- 98.09% |
$310K - $347K
|
64
$8.01K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 37.12% |
$312K - $350K
|
5.62K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.38K- 38.07% |
$318K - $356K
|
5.49K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.43K- 0.51% |
$323K - $362K
|
670K
$83.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.51K- 5.42% |
$330K - $370K
|
61.2K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.52K- 2.61% |
$331K - $372K
|
131K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.62K- 41.66% |
$341K - $382K
|
5.07K
$635K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.69K- 1.34% |
$347K - $389K
|
272K
$34.1M
|