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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.78K- 42.45% |
$189K - $212K
|
2.42K
$302K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.82K- 5.41% |
$193K - $217K
|
31.9K
$3.99M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-1.82K- 1.28% |
$194K - $217K
|
141K
$17.6M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-1.86K- 14.76% |
$198K - $222K
|
10.8K
$1.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.88K- 0.22% |
$199K - $224K
|
835K
$105M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.89K- 18.66% |
$200K - $225K
|
8.22K
$1.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.89KClosed |
$200K - $225K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.92K- 4.02% |
$204K - $229K
|
45.9K
$5.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.94KClosed |
$206K - $231K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.94KClosed |
$206K - $231K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.95KClosed |
$207K - $232K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.96K- 2.13% |
$208K - $233K
|
90K
$11.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.96K- 0.91% |
$208K - $234K
|
214K
$26.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.05K- 89.13% |
$218K - $244K
|
250
$31.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.05KClosed |
$218K - $244K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.07KClosed |
$219K - $246K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.09KClosed |
$222K - $249K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.1K- 3.84% |
$223K - $250K
|
52.5K
$6.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 4.21% |
$224K - $252K
|
48.1K
$6.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.12K- 2.27% |
$225K - $252K
|
91.2K
$11.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.12KClosed |
$225K - $253K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.14KClosed |
$227K - $255K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.16K- 26.15% |
$229K - $257K
|
6.1K
$763K
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.22K- 1.3% |
$236K - $264K
|
169K
$21.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.23K- 13.69% |
$236K - $265K
|
14K
$1.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 4.58% |
$245K - $275K
|
48K
$6.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.32KClosed |
$246K - $276K
|
0
$0
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.36KClosed |
$251K - $281K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.39K- 0.08% |
$254K - $285K
|
2.83M
$354M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.4K- 4.78% |
$255K - $286K
|
47.8K
$5.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-2.41K- 89.56% |
$256K - $287K
|
281
$35.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.47K- 3.77% |
$263K - $295K
|
63.1K
$7.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.48KClosed |
$263K - $295K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-2.49KClosed |
$264K - $296K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-2.5K- 3.7% |
$266K - $298K
|
65K
$8.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.55KClosed |
$270K - $303K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.57KClosed |
$272K - $306K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.57KClosed |
$273K - $307K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.65KClosed |
$281K - $315K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.66K- 45.0% |
$283K - $317K
|
3.25K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.71K- 0.13% |
$288K - $323K
|
2.09M
$262M
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-2.73K- 7.36% |
$290K - $325K
|
34.3K
$4.3M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.74KClosed |
$291K - $326K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.78KClosed |
$295K - $331K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.8K- 1.72% |
$297K - $333K
|
160K
$20M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.87K- 18.72% |
$305K - $342K
|
12.5K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.94KClosed |
$312K - $350K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$313K - $351K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-3K- 15.79% |
$319K - $357K
|
16K
$2M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.01KClosed |
$319K - $358K
|
0
$0
|