Purchases and Sales Made in Q4 2021 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.28KNew |
$408K - $476K
|
4.28K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.27K+ 18.75% |
$408K - $476K
|
27.1K
$3.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
4.26K+ 169.06% |
$407K - $474K
|
6.78K
$849K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$398K - $463K
|
4.16K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.14K+ 29.47% |
$395K - $460K
|
18.2K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.09KNew |
$391K - $455K
|
4.09K
$512K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.08KNew |
$389K - $454K
|
4.08K
$510K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4.07K+ 133.07% |
$389K - $453K
|
7.13K
$893K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4K+ 2.6% |
$382K - $445K
|
158K
$19.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.98K+ 7.37% |
$380K - $442K
|
57.9K
$7.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.91KNew |
$373K - $435K
|
3.91K
$489K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.76K+ 3.2% |
$359K - $418K
|
121K
$15.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.72K+ 58.37% |
$355K - $414K
|
10.1K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.69KNew |
$352K - $410K
|
3.69K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.63K+ 32.37% |
$347K - $404K
|
14.8K
$1.86M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.52KNew |
$336K - $391K
|
3.52K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.5K+ 10.6% |
$334K - $390K
|
36.5K
$4.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.48K+ 7.66% |
$332K - $387K
|
48.8K
$6.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.47K+ 11.97% |
$331K - $386K
|
32.4K
$4.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.45K+ 8.19% |
$329K - $384K
|
45.6K
$5.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$329K - $383K
|
3.44K
$431K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$324K - $378K
|
3.4K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.36K+ 32.16% |
$321K - $374K
|
13.8K
$1.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.36K+ 1.54% |
$321K - $374K
|
221K
$27.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.27K+ 4.6% |
$312K - $363K
|
74.3K
$9.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.25K+ 17.33% |
$311K - $362K
|
22K
$2.76M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.24K+ 132.46% |
$309K - $360K
|
5.68K
$711K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.23K+ 108.0% |
$308K - $359K
|
6.22K
$778K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19K+ 83.06% |
$304K - $355K
|
7.02K
$879K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.18KNew |
$304K - $354K
|
3.18K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.15K+ 1.59% |
$301K - $350K
|
201K
$25.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.14K+ 28.27% |
$300K - $350K
|
14.3K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.12K+ 4.33% |
$298K - $347K
|
75K
$9.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.1K+ 50.91% |
$296K - $345K
|
9.2K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.08KNew |
$294K - $342K
|
3.08K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3.06KNew |
$293K - $341K
|
3.06K
$383K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
3.04K+ 10479.31% |
$290K - $338K
|
3.07K
$384K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
3.03KNew |
$289K - $337K
|
3.03K
$379K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$287K - $334K
|
3K
$376K
|
|
|
Feb 09, 2022
Q4 2021
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
3KNew |
$287K - $334K
|
3K
$376K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3K+ 31.99% |
$286K - $334K
|
12.4K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.99K+ 207.71% |
$286K - $333K
|
4.43K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.98K+ 31.36% |
$285K - $332K
|
12.5K
$1.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.86KNew |
$273K - $318K
|
2.86K
$358K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.83KNew |
$270K - $314K
|
2.83K
$354K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.81K+ 5.38% |
$269K - $313K
|
55.1K
$6.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.79K+ 14.58% |
$267K - $311K
|
21.9K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.76K+ 4.25% |
$264K - $307K
|
67.7K
$8.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
2.73KNew |
$261K - $304K
|
2.73K
$342K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
2.72KNew |
$260K - $303K
|
2.72K
$341K
|