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 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-426- 2.79% |
$45.2K - $50.7K
|
14.8K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-441- 17.15% |
$46.8K - $52.5K
|
2.13K
$267K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-449- 9.52% |
$47.7K - $53.5K
|
4.27K
$534K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-455- 37.6% |
$48.3K - $54.2K
|
755
$94.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Kidder Stephen W
|
SELL
|
- |
-461- 0.53% |
$49K - $54.9K
|
86.3K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-480- 0.96% |
$51K - $57.2K
|
49.6K
$6.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-500- 7.37% |
$53.1K - $59.6K
|
6.28K
$786K
|
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 11.63% |
$53.1K - $59.6K
|
3.8K
$476K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-500- 11.37% |
$53.1K - $59.6K
|
3.9K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-510- 0.02% |
$54.2K - $60.7K
|
2.34M
$293M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-523- 46.32% |
$55.5K - $62.3K
|
606
$75.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-526- 0.87% |
$55.9K - $62.7K
|
59.7K
$7.48M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-528- 0.27% |
$56.1K - $62.9K
|
198K
$24.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-540- 1.59% |
$57.4K - $64.3K
|
33.5K
$4.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 8.59% |
$57.4K - $64.3K
|
5.75K
$720K
|
|
|
Oct 26, 2021
Q3 2021
|
Penbrook Management LLC
|
SELL
|
- |
-550- 7.01% |
$58.4K - $65.5K
|
7.29K
$913K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-555- 2.25% |
$58.9K - $66.1K
|
24.2K
$3.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-575- 1.12% |
$61.1K - $68.5K
|
51K
$6.38M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-577- 1.08% |
$61.3K - $68.7K
|
53K
$6.64M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-578- 1.09% |
$61.4K - $68.8K
|
52.3K
$6.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-589- 2.0% |
$62.6K - $70.2K
|
28.8K
$3.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-613- 9.24% |
$65.1K - $73K
|
6.02K
$754K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-614- 5.2% |
$65.2K - $73.1K
|
11.2K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-625- 1.09% |
$66.4K - $74.4K
|
56.7K
$7.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-628- 6.94% |
$66.7K - $74.8K
|
8.42K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-630- 0.76% |
$66.9K - $75K
|
82.6K
$10.3M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-635- 3.0% |
$67.4K - $75.6K
|
20.5K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-636- 1.13% |
$67.5K - $75.8K
|
55.6K
$6.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-644- 11.91% |
$68.4K - $76.7K
|
4.76K
$596K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-663- 1.99% |
$70.4K - $79K
|
32.6K
$4.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-678- 12.95% |
$72K - $80.8K
|
4.56K
$571K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-679- 5.53% |
$72.1K - $80.9K
|
11.6K
$1.45M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-698Closed |
$74.1K - $83.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.76% |
$74.3K - $83.4K
|
39K
$4.88M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-722- 1.17% |
$76.7K - $86K
|
61.1K
$7.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-723Closed |
$76.8K - $86.1K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-728- 8.72% |
$77.3K - $86.7K
|
7.62K
$954K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-747- 4.64% |
$79.3K - $89K
|
15.4K
$1.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-752- 1.25% |
$79.9K - $89.6K
|
59.2K
$7.41M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-762Closed |
$80.9K - $90.8K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-769Closed |
$81.7K - $91.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-781- 4.95% |
$83K - $93K
|
15K
$1.88M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-784- 24.45% |
$83.3K - $93.4K
|
2.42K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-787- 16.96% |
$83.6K - $93.7K
|
3.85K
$482K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-791- 6.59% |
$84K - $94.2K
|
11.2K
$1.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-794- 12.74% |
$84.3K - $94.6K
|
5.44K
$681K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-800- 19.21% |
$85K - $95.3K
|
3.37K
$421K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-813- 13.68% |
$86.3K - $96.8K
|
5.13K
$643K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-813- 14.84% |
$86.3K - $96.8K
|
4.66K
$584K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-858Closed |
$91.1K - $102K
|
0
$0
|