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 13, 2021
Q3 2021
|
Albert D Mason Inc
|
BUY
|
- |
59+ 0.35% |
$6.27K - $7.03K
|
16.9K
$2.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
59+ 5.85% |
$6.27K - $7.03K
|
1.07K
$134K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59+ 1.37% |
$6.27K - $7.03K
|
4.35K
$545K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
59+ 0.82% |
$6.27K - $7.03K
|
7.29K
$913K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
55New |
$5.84K - $6.55K
|
55
$6.89K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
52+ 54.74% |
$5.52K - $6.19K
|
147
$18.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
51+ 7.46% |
$5.42K - $6.07K
|
735
$92K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
51+ 0.88% |
$5.42K - $6.07K
|
5.85K
$732K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50+ 37.31% |
$5.31K - $5.96K
|
184
$23K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
50+ 0.3% |
$5.31K - $5.96K
|
16.9K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
47+ 17.03% |
$4.99K - $5.6K
|
323
$40.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 1.42% |
$4.78K - $5.36K
|
3.2K
$401K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
43+ 0.95% |
$4.57K - $5.12K
|
4.58K
$573K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
42+ 0.34% |
$4.46K - $5K
|
12.2K
$1.53M
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
41+ 0.22% |
$4.35K - $4.88K
|
18.4K
$2.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Dempze Nancy E
|
BUY
|
- |
40+ 0.16% |
$4.25K - $4.76K
|
25.2K
$3.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 1.15% |
$4.25K - $4.76K
|
3.52K
$440K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 1.42% |
$4.04K - $4.53K
|
2.71K
$340K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 0.44% |
$3.93K - $4.41K
|
8.51K
$1.07M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
37+ 1.5% |
$3.93K - $4.41K
|
2.5K
$312K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
36+ 0.2% |
$3.82K - $4.29K
|
17.8K
$2.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
35+ 0.18% |
$3.72K - $4.17K
|
19.5K
$2.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33+ 1.3% |
$3.5K - $3.93K
|
2.58K
$323K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$3.4K - $3.81K
|
6.98K
$874K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
31New |
$3.29K - $3.69K
|
31
$3.88K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31+ 18.45% |
$3.29K - $3.69K
|
199
$24.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
29+ 0.22% |
$3.08K - $3.45K
|
13.2K
$1.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 3.19% |
$2.76K - $3.1K
|
840
$105K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
25+ 625.0% |
$2.66K - $2.98K
|
29
$3.63K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22New |
$2.34K - $2.62K
|
22
$2.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21+ 6.65% |
$2.23K - $2.5K
|
337
$42.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 0.24% |
$2.12K - $2.38K
|
8.27K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.81% |
$2.12K - $2.38K
|
2.5K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20+ 0.59% |
$2.12K - $2.38K
|
3.4K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$1.91K - $2.14K
|
24.9K
$3.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.23% |
$1.7K - $1.91K
|
6.9K
$864K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
16+ 0.23% |
$1.7K - $1.91K
|
7.02K
$879K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.26% |
$1.59K - $1.79K
|
5.89K
$738K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
15+ 2.36% |
$1.59K - $1.79K
|
651
$81.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
14+ 0.55% |
$1.49K - $1.67K
|
2.57K
$321K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.27K - $1.43K
|
61.1K
$7.65M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
9+ 12.5% |
$956 - $1.07K
|
81
$10.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
9New |
$956 - $1.07K
|
9
$1.13K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.67% |
$531 - $596
|
305
$38.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 1.05% |
$531 - $596
|
479
$60K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 0.18% |
$531 - $596
|
2.76K
$345K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.33% |
$531 - $596
|
1.52K
$191K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.08% |
$425 - $476
|
4.72K
$591K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.25% |
$319 - $357
|
1.19K
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
1+ 0.49% |
$106 - $119
|
204
$25.5K
|