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 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-176- 1.93% |
$18.7K - $21K
|
8.92K
$1.12M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-190- 8.95% |
$20.2K - $22.6K
|
1.93K
$242K
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-192- 0.43% |
$20.4K - $22.9K
|
44.7K
$5.6M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-196- 2.13% |
$20.8K - $23.3K
|
9.02K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-197- 6.97% |
$20.9K - $23.5K
|
2.63K
$329K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.59% |
$21K - $23.6K
|
5.31K
$665K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-198- 6.32% |
$21K - $23.6K
|
2.94K
$368K
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 0.29% |
$21.2K - $23.8K
|
69.1K
$8.66M
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-200- 0.98% |
$21.2K - $23.8K
|
20.2K
$2.53M
|
|
Nov 15, 2021
Q3 2021
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-200- 7.41% |
$21.2K - $23.8K
|
2.5K
$313K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-204- 0.28% |
$21.7K - $24.3K
|
73.4K
$9.19M
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-208- 3.19% |
$22.1K - $24.8K
|
6.31K
$790K
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-209Closed |
$22.2K - $24.9K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-215- 6.12% |
$22.8K - $25.6K
|
3.3K
$413K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-215Closed |
$22.8K - $25.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-216- 1.06% |
$22.9K - $25.7K
|
20.2K
$2.54M
|
|
Nov 10, 2021
Q3 2021
|
Puzo Michael J
|
SELL
|
- |
-220- 0.28% |
$23.4K - $26.2K
|
78.3K
$9.8M
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-226- 1.69% |
$24K - $26.9K
|
13.1K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-226- 2.29% |
$24K - $26.9K
|
9.66K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-228- 7.12% |
$24.2K - $27.2K
|
2.97K
$372K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-234- 7.26% |
$24.9K - $27.9K
|
2.99K
$374K
|
|
Oct 05, 2021
Q3 2021
|
Birch Capital Management, LLC
|
SELL
|
- |
-235- 1.57% |
$25K - $28K
|
14.8K
$1.85M
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-238- 0.86% |
$25.3K - $28.3K
|
27.6K
$3.45M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-248- 0.59% |
$26.3K - $29.5K
|
41.8K
$5.24M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 0.38% |
$26.6K - $29.8K
|
64.8K
$8.12M
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-256- 0.56% |
$27.2K - $30.5K
|
45.6K
$5.7M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-262- 2.56% |
$27.8K - $31.2K
|
9.98K
$1.25M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-265- 19.62% |
$28.1K - $31.6K
|
1.09K
$136K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-265- 1.37% |
$28.1K - $31.6K
|
19K
$2.38M
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-266- 1.49% |
$28.3K - $31.7K
|
17.6K
$2.21M
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-268- 0.07% |
$28.5K - $31.9K
|
400K
$50.1M
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-295- 0.2% |
$31.3K - $35.1K
|
151K
$18.9M
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.42% |
$31.9K - $35.7K
|
71.3K
$8.93M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-300- 0.83% |
$31.9K - $35.7K
|
36K
$4.5M
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
SELL
|
- |
-306- 6.08% |
$32.5K - $36.4K
|
4.73K
$592K
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-319- 9.3% |
$33.9K - $38K
|
3.11K
$390K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-326Closed |
$34.6K - $38.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-329- 0.87% |
$34.9K - $39.2K
|
37.7K
$4.71M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-330- 3.51% |
$35K - $39.3K
|
9.08K
$1.14M
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-332- 1.68% |
$35.3K - $39.5K
|
19.4K
$2.43M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-336- 7.65% |
$35.7K - $40K
|
4.06K
$508K
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-350- 1.88% |
$37.2K - $41.7K
|
18.3K
$2.29M
|
|
Nov 10, 2021
Q3 2021
|
Broderick Brian C
|
SELL
|
- |
-359- 0.46% |
$38.1K - $42.8K
|
77.8K
$9.73M
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-374- 1.84% |
$39.7K - $44.5K
|
20K
$2.5M
|
|
Nov 15, 2021
Q3 2021
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-394- 0.56% |
$41.8K - $46.9K
|
70.1K
$8.77M
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 7.49% |
$42.5K - $47.6K
|
4.94K
$619K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-405- 17.63% |
$43K - $48.2K
|
1.89K
$237K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-405- 8.44% |
$43K - $48.2K
|
4.39K
$550K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-408Closed |
$43.3K - $48.6K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-425- 0.46% |
$45.1K - $50.6K
|
92.3K
$11.6M
|