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 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
1.55K+ 3.35% |
$146K - $164K
|
48K
$6.01M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.5K+ 80.0% |
$141K - $158K
|
3.38K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$141K - $158K
|
1.5K
$188K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
1.46K+ 1.57% |
$137K - $154K
|
94.5K
$11.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.45K+ 4.25% |
$136K - $153K
|
35.6K
$4.45M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$136K - $153K
|
1.45K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.43K+ 6.08% |
$135K - $151K
|
25K
$3.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.38K+ 2.44% |
$130K - $146K
|
58K
$7.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.38K+ 0.74% |
$130K - $146K
|
188K
$23.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.38K+ 29.09% |
$130K - $145K
|
6.12K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.32K+ 7.69% |
$124K - $139K
|
18.4K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.31K+ 26.09% |
$123K - $138K
|
6.32K
$791K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.66% |
$122K - $137K
|
200K
$25M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.29K+ 1.86% |
$121K - $136K
|
70.8K
$8.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.28K+ 13.59% |
$120K - $134K
|
10.7K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.26K+ 12.53% |
$118K - $133K
|
11.3K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 11.5% |
$118K - $132K
|
12.2K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.24K+ 2.48% |
$117K - $131K
|
51.3K
$6.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.23K+ 4.07% |
$115K - $129K
|
31.3K
$3.92M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.22K+ 31.86% |
$115K - $129K
|
5.07K
$634K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.2K+ 49.24% |
$113K - $127K
|
3.65K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.19K+ 0.73% |
$112K - $125K
|
163K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.17KNew |
$110K - $123K
|
1.17K
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.16K+ 5.19% |
$109K - $123K
|
23.5K
$2.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 4.15% |
$108K - $122K
|
28.9K
$3.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.14K+ 1.11% |
$107K - $120K
|
104K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.13K+ 20.03% |
$106K - $119K
|
6.75K
$845K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 35.01% |
$105K - $117K
|
4.29K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.1K+ 1.56% |
$103K - $116K
|
71.4K
$8.94M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.1K+ 2.9% |
$103K - $116K
|
39.1K
$4.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 34.06% |
$103K - $115K
|
4.3K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.08K+ 19.01% |
$101K - $113K
|
6.74K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.07K+ 3.54% |
$101K - $113K
|
31.4K
$3.93M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.07K+ 4.63% |
$101K - $113K
|
24.2K
$3.03M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.06K+ 0.31% |
$99.4K - $111K
|
344K
$43M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.03K+ 7.85% |
$97.2K - $109K
|
14.2K
$1.78M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
1.03K+ 17.55% |
$96.5K - $108K
|
6.87K
$860K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 0.53% |
$95.7K - $107K
|
192K
$24.1M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.02K+ 0.3% |
$95.7K - $107K
|
341K
$42.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 64.52% |
$95.1K - $107K
|
2.58K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1K+ 1.43% |
$94.2K - $106K
|
70.9K
$8.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
993+ 1.9% |
$93.4K - $105K
|
53.1K
$6.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
989+ 2.03% |
$93K - $104K
|
49.7K
$6.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
940+ 1.75% |
$88.4K - $99.1K
|
54.7K
$6.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
939New |
$88.3K - $99K
|
939
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
926+ 5.47% |
$87.1K - $97.7K
|
17.9K
$2.24M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
920New |
$86.5K - $97K
|
920
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
916+ 1.99% |
$86.1K - $96.6K
|
47K
$5.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
906+ 0.84% |
$85.2K - $95.5K
|
109K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
901+ 148.19% |
$84.7K - $95K
|
1.51K
$189K
|