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 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
7.86KNew |
$739K - $829K
|
7.86K
$984K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
7.85K+ 38.51% |
$738K - $828K
|
28.2K
$3.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$730K - $819K
|
7.76K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
7.7K+ 17.77% |
$724K - $812K
|
51K
$6.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
7.69KNew |
$723K - $811K
|
7.69K
$963K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.49KNew |
$704K - $790K
|
7.49K
$938K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7.42KNew |
$697K - $782K
|
7.42K
$929K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.39K+ 12.63% |
$695K - $780K
|
65.9K
$8.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
7.38K+ 73.66% |
$694K - $779K
|
17.4K
$2.18M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.3K+ 25.69% |
$686K - $769K
|
35.7K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.28K+ 6.6% |
$684K - $768K
|
118K
$14.7M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
7.25K+ 30.69% |
$682K - $765K
|
30.9K
$3.87M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
7.25K+ 30.69% |
$682K - $765K
|
30.9K
$3.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.18K+ 1.18% |
$675K - $757K
|
617K
$77.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.15K+ 100.99% |
$672K - $754K
|
14.2K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.15K+ 4.33% |
$672K - $754K
|
172K
$21.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.11KNew |
$668K - $750K
|
7.11K
$890K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.07K+ 13.44% |
$665K - $746K
|
59.7K
$7.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
6.93K+ 28.62% |
$651K - $731K
|
31.1K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.92K+ 24.45% |
$650K - $729K
|
35.2K
$4.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
6.81K+ 27.49% |
$640K - $718K
|
31.6K
$3.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
6.7K+ 15.91% |
$630K - $707K
|
48.8K
$6.11M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.66K+ 337.87% |
$626K - $702K
|
8.63K
$1.08M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.35KNew |
$597K - $670K
|
6.35K
$795K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
6.29K+ 0.69% |
$592K - $664K
|
920K
$115M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.27K+ 290.77% |
$589K - $661K
|
8.43K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
5.9K+ 58.79% |
$554K - $622K
|
15.9K
$1.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.58K+ 17.35% |
$525K - $589K
|
37.8K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.5K+ 20.82% |
$517K - $580K
|
31.9K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.47K+ 5.14% |
$514K - $577K
|
112K
$14M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.46K+ 32.42% |
$514K - $576K
|
22.3K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.46K+ 245.26% |
$513K - $575K
|
7.68K
$962K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.44K+ 125.53% |
$512K - $574K
|
9.78K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.35KNew |
$503K - $564K
|
5.35K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.34K+ 2.04% |
$502K - $564K
|
267K
$33.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.28KNew |
$496K - $557K
|
5.28K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
5.2K+ 260.0% |
$489K - $548K
|
7.2K
$901K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.19K+ 10.8% |
$488K - $548K
|
53.2K
$6.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
5.18KNew |
$487K - $546K
|
5.18K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.18K+ 19.5% |
$487K - $546K
|
31.7K
$3.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.17K+ 3.88% |
$486K - $545K
|
138K
$17.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.13K+ 123.62% |
$482K - $541K
|
9.28K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.12K+ 11.38% |
$481K - $540K
|
50.1K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
5.1K+ 5.5% |
$480K - $538K
|
97.9K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5KNew |
$470K - $527K
|
5K
$626K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
4.99K+ 17.37% |
$469K - $526K
|
33.7K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.95K+ 68.6% |
$465K - $522K
|
12.2K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.91K+ 24.48% |
$462K - $518K
|
25K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.9KNew |
$461K - $517K
|
4.9K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.9K+ 0.98% |
$461K - $517K
|
502K
$62.9M
|