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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
2.12KNew |
$200K - $224K
|
2.12K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.12KNew |
$199K - $224K
|
2.12K
$266K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.1KNew |
$197K - $221K
|
2.1K
$262K
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
2.08KNew |
$195K - $219K
|
2.08K
$260K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.07K+ 12.48% |
$195K - $218K
|
18.7K
$2.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.07KNew |
$194K - $218K
|
2.07K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
2.06KNew |
$194K - $217K
|
2.06K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.05K+ 21.53% |
$193K - $216K
|
11.6K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.04KNew |
$192K - $215K
|
2.04K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.03KNew |
$191K - $215K
|
2.03K
$255K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.02KNew |
$190K - $213K
|
2.02K
$253K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.01KNew |
$189K - $212K
|
2.01K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.01K+ 9.76% |
$189K - $212K
|
22.6K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.01K+ 100.96% |
$189K - $212K
|
3.99K
$500K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2KNew |
$188K - $211K
|
2K
$250K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.99K+ 37.33% |
$187K - $210K
|
7.33K
$917K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.99KNew |
$187K - $210K
|
1.99K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
1.99KNew |
$187K - $210K
|
1.99K
$249K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.96K+ 1.19% |
$184K - $207K
|
167K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 12.1% |
$183K - $205K
|
18K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.93K+ 1932.0% |
$182K - $204K
|
2.03K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.92KNew |
$181K - $203K
|
1.92K
$241K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.91K+ 30.36% |
$180K - $202K
|
8.22K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 28.06% |
$178K - $200K
|
8.64K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.87K+ 0.86% |
$176K - $197K
|
219K
$27.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.86K+ 5.62% |
$175K - $196K
|
35K
$4.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.86K+ 0.71% |
$175K - $196K
|
262K
$32.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 1.17% |
$173K - $194K
|
159K
$19.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.84K+ 0.55% |
$173K - $194K
|
338K
$42.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.84K+ 3.7% |
$173K - $194K
|
51.5K
$6.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.83KNew |
$172K - $192K
|
1.83K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.82K+ 5.66% |
$171K - $192K
|
33.9K
$4.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.8KNew |
$169K - $189K
|
1.8K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.79KNew |
$168K - $189K
|
1.79K
$224K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.78K+ 1.39% |
$168K - $188K
|
130K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.77K+ 0.96% |
$167K - $187K
|
186K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.73KNew |
$162K - $182K
|
1.73K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.71K+ 3.12% |
$161K - $181K
|
56.5K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7K+ 7.85% |
$159K - $179K
|
23.3K
$2.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69K+ 4.5% |
$159K - $178K
|
39.3K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.66KNew |
$156K - $175K
|
1.66K
$208K
|
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
1.66K+ 0.75% |
$156K - $175K
|
223K
$27.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.64K+ 23.43% |
$154K - $173K
|
8.64K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.6K+ 11.35% |
$151K - $169K
|
15.7K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 4.1% |
$149K - $167K
|
40.1K
$5.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.56K+ 34.96% |
$147K - $165K
|
6.04K
$756K
|