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 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-63- 0.29% |
$6.69K - $7.5K
|
21.6K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 0.98% |
$6.8K - $7.62K
|
6.47K
$809K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-67- 0.75% |
$7.12K - $7.98K
|
8.82K
$1.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-70Closed |
$7.43K - $8.34K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-70- 1.27% |
$7.43K - $8.34K
|
5.46K
$684K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-74- 0.11% |
$7.86K - $8.81K
|
67.8K
$8.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-75- 33.33% |
$7.97K - $8.93K
|
150
$18.8K
|
|
|
Nov 12, 2021
Q3 2021
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-75- 3.61% |
$7.97K - $8.93K
|
2K
$250K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-76- 0.16% |
$8.07K - $9.05K
|
47.4K
$5.94M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-77- 1.78% |
$8.18K - $9.17K
|
4.24K
$531K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-80- 0.12% |
$8.5K - $9.53K
|
64.3K
$8.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-86- 1.21% |
$9.13K - $10.2K
|
7K
$876K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-90- 0.75% |
$9.56K - $10.7K
|
11.9K
$1.49M
|
|
|
Nov 17, 2021
Q3 2021
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-91- 0.79% |
$9.67K - $10.8K
|
11.4K
$1.43M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-92- 1.31% |
$9.77K - $11K
|
6.93K
$867K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-94- 0.03% |
$9.98K - $11.2K
|
352K
$44.1M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-94- 4.27% |
$9.98K - $11.2K
|
2.11K
$264K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 1.97% |
$10.6K - $11.9K
|
4.98K
$623K
|
|
|
Nov 01, 2021
Q3 2021
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-100- 0.28% |
$10.6K - $11.9K
|
35.9K
$4.5M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$10.6K - $11.9K
|
155K
$19.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 7.28% |
$10.6K - $11.9K
|
1.27K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-101- 0.72% |
$10.7K - $12K
|
13.9K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-103- 3.82% |
$10.9K - $12.3K
|
2.6K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-105- 2.51% |
$11.2K - $12.5K
|
4.08K
$511K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-106- 0.56% |
$11.3K - $12.6K
|
18.8K
$2.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-107Closed |
$11.4K - $12.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-108- 8.46% |
$11.5K - $12.9K
|
1.17K
$146K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-111- 5.52% |
$11.8K - $13.2K
|
1.9K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-115- 0.73% |
$12.2K - $13.7K
|
15.5K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-118- 4.9% |
$12.5K - $14.1K
|
2.29K
$287K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
SELL
|
- |
-120- 0.05% |
$12.7K - $14.3K
|
221K
$27.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-120- 1.85% |
$12.7K - $14.3K
|
6.37K
$798K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-121- 4.07% |
$12.9K - $14.4K
|
2.86K
$357K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 3.34% |
$13.3K - $14.9K
|
3.62K
$453K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-126- 0.09% |
$13.4K - $15K
|
134K
$16.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-131- 1.15% |
$13.9K - $15.6K
|
11.2K
$1.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-135- 1.47% |
$14.3K - $16.1K
|
9.07K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-137- 0.62% |
$14.6K - $16.3K
|
21.9K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-140- 1.45% |
$14.9K - $16.7K
|
9.55K
$1.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-140- 5.79% |
$14.9K - $16.7K
|
2.28K
$285K
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-140- 1.02% |
$14.9K - $16.7K
|
13.5K
$1.69M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-144- 49.15% |
$15.3K - $17.2K
|
149
$18.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-151- 0.78% |
$16K - $18K
|
19.2K
$2.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-152- 0.34% |
$16.1K - $18.1K
|
44.6K
$5.59M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-159Closed |
$16.9K - $18.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-159- 0.71% |
$16.9K - $18.9K
|
22.2K
$2.78M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-169- 7.89% |
$17.9K - $20.1K
|
1.97K
$247K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-171- 11.24% |
$18.2K - $20.4K
|
1.35K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-172- 5.67% |
$18.3K - $20.5K
|
2.86K
$358K
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-172- 2.49% |
$18.3K - $20.5K
|
6.75K
$845K
|