Purchases and Sales Made in Q3 2021 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
240New |
$25.5K - $28.6K
|
240
$30K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
238+ 9.99% |
$25.3K - $28.3K
|
2.62K
$328K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
236+ 5.18% |
$25.1K - $28.1K
|
4.8K
$600K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
235+ 0.71% |
$25K - $28K
|
33.4K
$4.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
231+ 3.78% |
$24.5K - $27.5K
|
6.34K
$794K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
225+ 3.95% |
$23.9K - $26.8K
|
5.93K
$742K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221+ 32.03% |
$23.5K - $26.3K
|
911
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
212+ 7.83% |
$22.5K - $25.3K
|
2.92K
$365K
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
205+ 0.11% |
$21.8K - $24.4K
|
193K
$24.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
205+ 9.14% |
$21.8K - $24.4K
|
2.45K
$307K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
203+ 5.36% |
$21.6K - $24.2K
|
3.99K
$500K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
202+ 30.7% |
$21.5K - $24.1K
|
860
$108K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
202+ 6.71% |
$21.5K - $24.1K
|
3.21K
$402K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200+ 47.96% |
$21.2K - $23.8K
|
617
$77.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
200+ 0.36% |
$21.2K - $23.8K
|
55.8K
$6.99M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 0.27% |
$21.2K - $23.8K
|
73.7K
$9.23M
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
193+ 8.75% |
$20.5K - $23K
|
2.4K
$300K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerville Kurt F
|
BUY
|
- |
175+ 0.1% |
$18.6K - $20.8K
|
170K
$21.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
155+ 0.53% |
$16.5K - $18.5K
|
29.6K
$3.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150New |
$15.9K - $17.9K
|
150
$18.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
149+ 1.04% |
$15.8K - $17.7K
|
14.5K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
137+ 304.44% |
$14.6K - $16.3K
|
182
$22.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
136+ 2.25% |
$14.4K - $16.2K
|
6.18K
$774K
|
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
BUY
|
- |
135+ 0.61% |
$14.3K - $16.1K
|
22.4K
$2.81M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
133+ 5.12% |
$14.1K - $15.8K
|
2.73K
$342K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
122New |
$13K - $14.5K
|
122
$15.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
121+ 1.58% |
$12.9K - $14.4K
|
7.77K
$973K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120New |
$12.7K - $14.3K
|
120
$15K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
115New |
$12.2K - $13.7K
|
115
$14.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
115+ 0.36% |
$12.2K - $13.7K
|
32.5K
$4.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
112New |
$11.9K - $13.3K
|
112
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
109+ 1.03% |
$11.6K - $13K
|
10.7K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
105+ 3.52% |
$11.2K - $12.5K
|
3.09K
$387K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
103+ 3.79% |
$10.9K - $12.3K
|
2.82K
$353K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
100+ 1.24% |
$10.6K - $11.9K
|
8.14K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$10.6K - $11.9K
|
11K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 4.84% |
$10.6K - $11.9K
|
2.17K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95New |
$10.1K - $11.3K
|
95
$11.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
90+ 2.08% |
$9.56K - $10.7K
|
4.41K
$552K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
79+ 20.47% |
$8.39K - $9.41K
|
465
$58.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
73+ 0.25% |
$7.75K - $8.7K
|
29.8K
$3.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
72New |
$7.65K - $8.58K
|
72
$9.01K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
71+ 1.88% |
$7.54K - $8.46K
|
3.84K
$481K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
68+ 357.89% |
$7.22K - $8.1K
|
87
$10.9K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
68+ 30.49% |
$7.22K - $8.1K
|
291
$36.4K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67New |
$7.12K - $7.98K
|
67
$8.39K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
66+ 0.09% |
$7.01K - $7.86K
|
74.7K
$9.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62+ 1.38% |
$6.59K - $7.38K
|
4.55K
$569K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
62+ 0.25% |
$6.59K - $7.38K
|
24.6K
$3.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
60+ 0.05% |
$6.37K - $7.15K
|
119K
$14.9M
|