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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.03KNew |
$285K - $320K
|
3.03K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3K+ 0.67% |
$282K - $317K
|
450K
$56.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
BUY
|
- |
2.98K+ 14.81% |
$280K - $314K
|
23.1K
$2.89M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.97KNew |
$280K - $314K
|
2.97K
$372K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.92K+ 9.7% |
$275K - $308K
|
33K
$4.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.92K+ 3.11% |
$274K - $308K
|
96.8K
$12.1M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.82KNew |
$265K - $297K
|
2.82K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.81K+ 8.41% |
$264K - $296K
|
36.3K
$4.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.77K+ 1.24% |
$261K - $292K
|
226K
$28.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77KNew |
$260K - $292K
|
2.77K
$346K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.75K+ 43.8% |
$259K - $290K
|
9.04K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.75KNew |
$258K - $290K
|
2.75K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Turtle Creek Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.7KNew |
$254K - $285K
|
2.7K
$338K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.67K+ 5.22% |
$251K - $281K
|
53.8K
$6.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.57K+ 17.13% |
$241K - $271K
|
17.6K
$2.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.55K+ 12.13% |
$240K - $269K
|
23.6K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.54KNew |
$239K - $268K
|
2.54K
$318K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$238K - $267K
|
2.53K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
2.5K+ 7.14% |
$235K - $264K
|
37.5K
$4.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.5KNew |
$235K - $264K
|
2.5K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
2.49KNew |
$234K - $262K
|
2.49K
$311K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 1.08% |
$232K - $260K
|
232K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.46KNew |
$231K - $260K
|
2.46K
$308K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.44K+ 1.54% |
$230K - $257K
|
161K
$20.1M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.43K+ 2.02% |
$229K - $257K
|
123K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.43KNew |
$228K - $256K
|
2.43K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.42K+ 102.41% |
$227K - $255K
|
4.78K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 0.82% |
$225K - $252K
|
293K
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.38K+ 74.2% |
$223K - $251K
|
5.58K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.37K+ 64.58% |
$223K - $250K
|
6.05K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$220K - $247K
|
2.34K
$293K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.33K+ 2.49% |
$219K - $245K
|
95.7K
$12M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.32K+ 5.68% |
$218K - $245K
|
43.2K
$5.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.3K+ 923.69% |
$216K - $243K
|
2.55K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.29KNew |
$215K - $241K
|
2.29K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.28K+ 9.04% |
$215K - $241K
|
27.5K
$3.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$214K - $240K
|
2.28K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.28K+ 30.93% |
$214K - $240K
|
9.64K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
2.28K+ 1.73% |
$214K - $240K
|
134K
$16.8M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
2.27K+ 0.33% |
$213K - $239K
|
683K
$85.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.26K+ 4.58% |
$213K - $239K
|
51.7K
$6.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.25K+ 4.3% |
$212K - $237K
|
54.6K
$6.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.25K+ 23.68% |
$212K - $237K
|
11.8K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
2.24KNew |
$211K - $236K
|
2.24K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.22K+ 8.89% |
$209K - $234K
|
27.2K
$3.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.17K+ 0.62% |
$204K - $229K
|
355K
$44.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.17KNew |
$204K - $229K
|
2.17K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.17K+ 2.45% |
$204K - $229K
|
90.6K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
2.16K+ 0.59% |
$203K - $228K
|
368K
$46.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.15KNew |
$203K - $227K
|
2.15K
$270K
|