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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.77K+ 8.41% |
$448K - $503K
|
61.4K
$7.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
4.67K+ 3.28% |
$439K - $492K
|
147K
$18.4M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.59K+ 0.72% |
$432K - $484K
|
644K
$80.7M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.57KNew |
$430K - $482K
|
4.57K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.46KNew |
$420K - $471K
|
4.46K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.41KNew |
$415K - $465K
|
4.41K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.41K+ 19.58% |
$414K - $465K
|
26.9K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$414K - $464K
|
4.4K
$551K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$411K - $461K
|
4.38K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.37KNew |
$411K - $461K
|
4.37K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.34K+ 8.67% |
$408K - $458K
|
54.4K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.24K+ 196.98% |
$399K - $447K
|
6.39K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
4.24KNew |
$398K - $447K
|
4.24K
$530K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
4.12K+ 4.6% |
$387K - $434K
|
93.6K
$11.7M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
4.08K+ 8.72% |
$384K - $430K
|
50.9K
$6.37M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.07K+ 2.14% |
$382K - $429K
|
194K
$24.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 998.5% |
$376K - $422K
|
4.41K
$552K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3.99KNew |
$376K - $421K
|
3.99K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 29.52% |
$376K - $421K
|
17.5K
$2.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.99K+ 10.77% |
$375K - $421K
|
41K
$5.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.97KNew |
$374K - $419K
|
3.97K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.93K+ 133.94% |
$370K - $415K
|
6.87K
$860K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
3.88KNew |
$365K - $409K
|
3.88K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$358K - $401K
|
3.81K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.79K+ 9.86% |
$356K - $399K
|
42.2K
$5.28M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.77K+ 2.58% |
$354K - $397K
|
150K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
3.71K+ 1.93% |
$349K - $391K
|
196K
$24.6M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.71KNew |
$348K - $391K
|
3.71K
$464K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.55KNew |
$333K - $374K
|
3.55K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.54KNew |
$333K - $374K
|
3.54K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.52K+ 21.28% |
$330K - $371K
|
20K
$2.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.5KNew |
$329K - $369K
|
3.5K
$438K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 151.19% |
$323K - $362K
|
5.71K
$715K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.37KNew |
$317K - $356K
|
3.37K
$422K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.36KNew |
$316K - $355K
|
3.36K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.36KNew |
$316K - $355K
|
3.36K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 0.89% |
$315K - $353K
|
378K
$47.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.32KNew |
$312K - $350K
|
3.32K
$415K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.3K+ 5156.25% |
$310K - $348K
|
3.36K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.24K+ 24.35% |
$305K - $342K
|
16.5K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$301K - $337K
|
3.2K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.19K+ 22.22% |
$299K - $336K
|
17.5K
$2.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.17KNew |
$298K - $334K
|
3.17K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.16KNew |
$297K - $333K
|
3.16K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.15KNew |
$296K - $332K
|
3.15K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.13KNew |
$295K - $330K
|
3.13K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$293K - $329K
|
3.12K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.12K+ 4.68% |
$293K - $329K
|
69.6K
$8.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
BUY
|
- |
3.09K+ 0.06% |
$291K - $326K
|
5.06M
$634M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.08KNew |
$290K - $325K
|
3.08K
$386K
|