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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 3.23% |
$212 - $238
|
60
$7.51K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-2Closed |
$212 - $238
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4Closed |
$425 - $476
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 1.05% |
$531 - $596
|
473
$59.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 1.11% |
$637 - $715
|
535
$67K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6- 0.26% |
$637 - $715
|
2.28K
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8- 0.16% |
$850 - $953
|
4.91K
$615K
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.03% |
$1.06K - $1.19K
|
35.4K
$4.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13- 3.16% |
$1.38K - $1.55K
|
398
$49.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16- 0.11% |
$1.7K - $1.91K
|
14.2K
$1.78M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 17.71% |
$1.81K - $2.02K
|
79
$9.89K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-18Closed |
$1.91K - $2.14K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20Closed |
$2.12K - $2.38K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-20- 0.03% |
$2.12K - $2.38K
|
59.2K
$7.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-24Closed |
$2.55K - $2.86K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24Closed |
$2.55K - $2.86K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Security Asset Management
|
SELL
|
- |
-25- 0.07% |
$2.66K - $2.98K
|
35.1K
$4.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-28- 2.92% |
$2.97K - $3.34K
|
932
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-29- 0.42% |
$3.08K - $3.45K
|
6.83K
$854K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 9.35% |
$3.19K - $3.57K
|
291
$36.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-32- 1.68% |
$3.4K - $3.81K
|
1.88K
$235K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-33- 0.04% |
$3.5K - $3.93K
|
77.8K
$9.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 0.92% |
$3.61K - $4.05K
|
3.66K
$458K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-35- 1.44% |
$3.72K - $4.17K
|
2.39K
$299K
|
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-37- 0.17% |
$3.93K - $4.41K
|
21.3K
$2.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-38- 0.7% |
$4.04K - $4.53K
|
5.38K
$673K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-38- 0.54% |
$4.04K - $4.53K
|
6.95K
$870K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 0.43% |
$4.14K - $4.65K
|
9.13K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-39- 0.54% |
$4.14K - $4.65K
|
7.21K
$903K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-39- 0.61% |
$4.14K - $4.65K
|
6.38K
$799K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-40- 4.94% |
$4.25K - $4.76K
|
770
$96.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-40- 0.31% |
$4.25K - $4.76K
|
12.7K
$1.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-41- 8.2% |
$4.35K - $4.88K
|
459
$57.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 0.44% |
$4.46K - $5K
|
9.5K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-45- 0.28% |
$4.78K - $5.36K
|
16.1K
$2.01M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-45- 1.81% |
$4.78K - $5.36K
|
2.44K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
SELL
|
- |
-47- 0.01% |
$4.99K - $5.6K
|
443K
$55.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-47- 0.88% |
$4.99K - $5.6K
|
5.3K
$663K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-48- 1.62% |
$5.1K - $5.72K
|
2.92K
$365K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-48- 0.65% |
$5.1K - $5.72K
|
7.33K
$917K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 0.17% |
$5.31K - $5.96K
|
29.1K
$3.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-50- 0.84% |
$5.31K - $5.96K
|
5.92K
$742K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-50- 0.69% |
$5.31K - $5.96K
|
7.22K
$904K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.12% |
$5.31K - $5.96K
|
4.4K
$551K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$5.84K - $6.55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 2.21% |
$5.84K - $6.55K
|
2.44K
$305K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-58- 1.45% |
$6.16K - $6.91K
|
3.94K
$494K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-58Closed |
$6.16K - $6.91K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-61- 0.44% |
$6.48K - $7.27K
|
13.8K
$1.73M
|