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 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 5.27% |
$179K - $200K
|
33.6K
$4.21M
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.65K+ 50.9% |
$175K - $196K
|
4.88K
$611K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.64K+ 9.32% |
$175K - $196K
|
19.3K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 0.37% |
$173K - $194K
|
436K
$54.6M
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.6K+ 50.0% |
$170K - $191K
|
4.8K
$601K
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.6K+ 1.95% |
$170K - $190K
|
83.5K
$10.5M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
1.59K+ 2.63% |
$169K - $190K
|
62.3K
$7.8M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 8.02% |
$169K - $189K
|
21.4K
$2.68M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.58K+ 8.19% |
$168K - $188K
|
20.9K
$2.62M
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.56KNew |
$166K - $186K
|
1.56K
$196K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 2.15% |
$159K - $178K
|
71K
$8.89M
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.47K+ 8.36% |
$156K - $174K
|
19K
$2.38M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.45K+ 14.13% |
$154K - $173K
|
11.7K
$1.47M
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.44K+ 3.88% |
$153K - $172K
|
38.6K
$4.83M
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
1.44K+ 27.35% |
$153K - $171K
|
6.7K
$838K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44K+ 5.2% |
$153K - $171K
|
29K
$3.64M
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.41K+ 18.44% |
$150K - $168K
|
9.06K
$1.13M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 16.94% |
$149K - $167K
|
9.7K
$1.21M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.37K+ 54.42% |
$146K - $164K
|
3.9K
$488K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 37.85% |
$145K - $162K
|
4.96K
$621K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 5.1% |
$143K - $160K
|
27.7K
$3.47M
|
|
Nov 05, 2021
Q3 2021
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 33.53% |
$142K - $159K
|
5.33K
$668K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.34K+ 16.47% |
$142K - $159K
|
9.46K
$1.18M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.33K+ 21.38% |
$141K - $158K
|
7.55K
$946K
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 68.7% |
$139K - $156K
|
3.21K
$402K
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.24K+ 0.37% |
$131K - $147K
|
331K
$41.5M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.22K+ 8.23% |
$129K - $145K
|
16K
$2M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.21K+ 2.61% |
$129K - $144K
|
47.7K
$5.97M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.19K+ 7.95% |
$127K - $142K
|
16.2K
$2.03M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.19K+ 110.27% |
$127K - $142K
|
2.27K
$285K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.19K+ 4.38% |
$126K - $142K
|
28.4K
$3.55M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.18K+ 213.64% |
$125K - $140K
|
1.73K
$216K
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.17K+ 1.98% |
$124K - $139K
|
60.2K
$7.54M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.17K+ 10.15% |
$124K - $139K
|
12.7K
$1.58M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 9.35% |
$123K - $138K
|
13.5K
$1.7M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.14K+ 17.49% |
$121K - $136K
|
7.65K
$957K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.13KNew |
$120K - $135K
|
1.13K
$141K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 11.72% |
$119K - $134K
|
10.7K
$1.34M
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.12K+ 4.76% |
$119K - $134K
|
24.7K
$3.09M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.1K+ 3.95% |
$117K - $131K
|
29K
$3.63M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 3.4% |
$113K - $127K
|
32.3K
$4.05M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.47% |
$113K - $126K
|
24.8K
$3.11M
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.06K+ 5.81% |
$112K - $126K
|
19.3K
$2.42M
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
1.05K+ 131.25% |
$112K - $125K
|
1.85K
$232K
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.04K+ 4.41% |
$110K - $123K
|
24.5K
$3.07M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.03K+ 36.85% |
$110K - $123K
|
3.84K
$480K
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
1.03K+ 0.5% |
$110K - $123K
|
206K
$25.7M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.03K+ 9.54% |
$110K - $123K
|
11.8K
$1.48M
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1K+ 5.71% |
$106K - $119K
|
18.5K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
985+ 16.45% |
$105K - $117K
|
6.97K
$873K
|