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 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.8K+ 4.47% |
$616K - $690K
|
136K
$17M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.78KNew |
$614K - $688K
|
5.78K
$724K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.76K+ 90.21% |
$612K - $686K
|
12.1K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.71K+ 34.54% |
$607K - $681K
|
22.3K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5.7K+ 20.86% |
$605K - $679K
|
33K
$4.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.65K+ 9.26% |
$600K - $672K
|
66.6K
$8.34M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.65K+ 9.26% |
$600K - $672K
|
66.6K
$8.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
5.6K+ 15.33% |
$595K - $667K
|
42.1K
$5.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
5.5K+ 26.34% |
$584K - $655K
|
26.4K
$3.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.47KNew |
$580K - $651K
|
5.47K
$684K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
5.45K+ 4.42% |
$578K - $649K
|
129K
$16.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
5.37K+ 5.99% |
$570K - $640K
|
95.1K
$11.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.3K+ 2.3% |
$563K - $631K
|
235K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.29K+ 1.56% |
$562K - $630K
|
343K
$43M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.09K+ 87.85% |
$541K - $606K
|
10.9K
$1.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
5.07K+ 1.95% |
$538K - $604K
|
265K
$33.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5K+ 33.33% |
$531K - $596K
|
20K
$2.5M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
4.95K+ 1.55% |
$526K - $590K
|
325K
$40.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
4.93K+ 7.88% |
$523K - $587K
|
67.4K
$8.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.66K+ 0.73% |
$495K - $555K
|
647K
$81M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.65K+ 42.62% |
$494K - $554K
|
15.6K
$1.95M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.63KNew |
$491K - $551K
|
4.63K
$579K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.61K+ 101.3% |
$490K - $549K
|
9.16K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.51K+ 40.82% |
$478K - $537K
|
15.5K
$1.95M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.48KNew |
$475K - $533K
|
4.48K
$560K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$472K - $530K
|
4.45K
$557K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.36K+ 3.76% |
$463K - $520K
|
120K
$15.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
4.3KNew |
$456K - $512K
|
4.3K
$538K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
4.26K+ 11.86% |
$452K - $507K
|
40.2K
$5.03M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 5.61% |
$445K - $499K
|
78.8K
$9.87M
|
|
|
Oct 22, 2021
Q3 2021
|
Palmer Knight CO
|
BUY
|
- |
4.17K+ 6.92% |
$443K - $496K
|
64.4K
$8.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08K+ 73.74% |
$434K - $486K
|
9.62K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.05K+ 16.33% |
$430K - $482K
|
28.8K
$3.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
4.04K+ 2.17% |
$429K - $481K
|
191K
$23.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.03KNew |
$428K - $480K
|
4.03K
$505K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4KNew |
$425K - $476K
|
4K
$501K
|
|
|
Nov 04, 2021
Q3 2021
|
Sycomore Asset Management
|
BUY
|
- |
3.96K+ 7.14% |
$421K - $472K
|
59.4K
$7.44M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.94K+ 7.07% |
$418K - $469K
|
59.6K
$7.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.87K+ 27.86% |
$411K - $461K
|
17.8K
$2.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.84K+ 4.32% |
$407K - $457K
|
92.7K
$11.6M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.78K+ 8.0% |
$401K - $450K
|
51K
$6.38M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.74K+ 6.36% |
$398K - $446K
|
62.6K
$7.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
3.7K+ 4.17% |
$393K - $441K
|
92.4K
$11.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.67KNew |
$389K - $437K
|
3.67K
$459K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.53K+ 1.75% |
$375K - $421K
|
205K
$25.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
3.49KNew |
$371K - $416K
|
3.49K
$437K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
3.48K+ 2.76% |
$370K - $415K
|
130K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.44K+ 11.52% |
$365K - $409K
|
33.3K
$4.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.43K+ 14.58% |
$365K - $409K
|
27K
$3.38M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.42K+ 7.05% |
$363K - $407K
|
52K
$6.51M
|