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 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
492+ 2.66% |
$52.3K - $58.6K
|
19K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
481+ 7.29% |
$51.1K - $57.3K
|
7.08K
$886K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
479+ 4.74% |
$50.9K - $57.1K
|
10.6K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
475+ 0.61% |
$50.4K - $56.6K
|
78.2K
$9.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
439+ 13.6% |
$46.6K - $52.3K
|
3.67K
$459K
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
438+ 0.93% |
$46.5K - $52.2K
|
47.7K
$5.98M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
430+ 45.26% |
$45.7K - $51.2K
|
1.38K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
422+ 4.21% |
$44.8K - $50.3K
|
10.5K
$1.31M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
416+ 1.14% |
$44.2K - $49.5K
|
36.9K
$4.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.25% |
$42.5K - $47.6K
|
163K
$20.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
400+ 1.08% |
$42.5K - $47.6K
|
37.4K
$4.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
394+ 16.44% |
$41.8K - $46.9K
|
2.79K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
392+ 6.42% |
$41.6K - $46.7K
|
6.5K
$814K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
385+ 4.88% |
$40.9K - $45.9K
|
8.28K
$1.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
385+ 7.26% |
$40.9K - $45.9K
|
5.69K
$712K
|
|
|
Nov 12, 2021
Q3 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
380+ 0.32% |
$40.4K - $45.3K
|
119K
$14.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
372+ 4.35% |
$39.5K - $44.3K
|
8.93K
$1.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
372New |
$39.5K - $44.3K
|
372
$46.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
362+ 2.14% |
$38.4K - $43.1K
|
17.2K
$2.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
352+ 1.46% |
$37.4K - $41.9K
|
24.4K
$3.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
351+ 30.1% |
$37.3K - $41.8K
|
1.52K
$190K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
350New |
$37.2K - $41.7K
|
350
$43.8K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
349+ 15.27% |
$37.1K - $41.6K
|
2.64K
$330K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
347+ 2.24% |
$36.9K - $41.3K
|
15.8K
$1.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
344+ 2.33% |
$36.5K - $41K
|
15.1K
$1.89M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
339+ 2.18% |
$36K - $40.4K
|
15.9K
$1.99M
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
337+ 0.06% |
$35.8K - $40.1K
|
547K
$68.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
336+ 1.3% |
$35.7K - $40K
|
26.2K
$3.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
334+ 1.38% |
$35.5K - $39.8K
|
24.5K
$3.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
332+ 0.96% |
$35.3K - $39.5K
|
34.8K
$4.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
331+ 0.52% |
$35.2K - $39.4K
|
64.2K
$8.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
327+ 9.03% |
$34.7K - $38.9K
|
3.95K
$494K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
326+ 30.44% |
$34.6K - $38.8K
|
1.4K
$175K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
311+ 0.77% |
$33K - $37K
|
40.9K
$5.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
293+ 4.02% |
$31.1K - $34.9K
|
7.58K
$949K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
292+ 26.21% |
$31K - $34.8K
|
1.41K
$176K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
291+ 0.36% |
$30.9K - $34.7K
|
80.7K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
290+ 0.34% |
$30.8K - $34.5K
|
85.1K
$10.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
285+ 11.88% |
$30.3K - $33.9K
|
2.69K
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
285New |
$30.3K - $33.9K
|
285
$35.7K
|
|
|
Nov 15, 2021
Q3 2021
|
New Mountain Vantage Advisers, L.L.C.
New York, NY |
BUY
|
- |
283+ 0.1% |
$30.1K - $33.7K
|
295K
$37M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
282+ 13.74% |
$30K - $33.6K
|
2.33K
$292K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
282+ 3.59% |
$30K - $33.6K
|
8.13K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
269+ 9.68% |
$28.6K - $32K
|
3.05K
$382K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
266+ 10.87% |
$28.3K - $31.7K
|
2.71K
$340K
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
262+ 1.55% |
$27.8K - $31.2K
|
17.1K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
261+ 29.73% |
$27.7K - $31.1K
|
1.14K
$143K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
256+ 3.37% |
$27.2K - $30.5K
|
7.85K
$982K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
252+ 2.43% |
$26.8K - $30K
|
10.6K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
250+ 229.36% |
$26.6K - $29.8K
|
359
$44.9K
|