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
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.32KNew |
$247K - $276K
|
2.32K
$291K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.32K+ 44.48% |
$246K - $276K
|
7.53K
$942K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.32K+ 24.59% |
$246K - $276K
|
11.7K
$1.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.31K+ 74.55% |
$246K - $276K
|
5.42K
$678K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
2.3K+ 119.09% |
$244K - $274K
|
4.24K
$530K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
2.3K+ 4.36% |
$244K - $273K
|
54.9K
$6.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.29K+ 27.43% |
$243K - $273K
|
10.6K
$1.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.25K+ 1.82% |
$238K - $267K
|
126K
$15.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.23K+ 6.43% |
$237K - $265K
|
36.9K
$4.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.19K+ 51.57% |
$232K - $260K
|
6.43K
$804K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
2.18KNew |
$231K - $259K
|
2.18K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.17K+ 0.85% |
$230K - $258K
|
257K
$32.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 7.7% |
$229K - $257K
|
30.1K
$3.77M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.15K+ 9.07% |
$228K - $256K
|
25.9K
$3.24M
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.14K+ 4.14% |
$228K - $255K
|
54K
$6.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.14K+ 3.4% |
$227K - $254K
|
64.9K
$8.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
2.13K+ 4.67% |
$226K - $253K
|
47.6K
$5.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.11KNew |
$224K - $252K
|
2.11K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.09K+ 7.73% |
$222K - $249K
|
29.1K
$3.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.09KNew |
$222K - $249K
|
2.09K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.08KNew |
$221K - $248K
|
2.08K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.07KNew |
$220K - $246K
|
2.07K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.06K+ 3.14% |
$218K - $245K
|
67.5K
$8.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.05KNew |
$218K - $244K
|
2.05K
$257K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.05K+ 820.0% |
$218K - $244K
|
2.3K
$288K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.04K+ 3.23% |
$217K - $243K
|
65.4K
$8.19M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.04K+ 6.58% |
$217K - $243K
|
33K
$4.14M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.04KNew |
$217K - $243K
|
2.04K
$255K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.04KNew |
$216K - $243K
|
2.04K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2KNew |
$213K - $239K
|
2K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$212K - $238K
|
2K
$250K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.98KNew |
$210K - $235K
|
1.98K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
1.97K+ 0.39% |
$209K - $234K
|
506K
$63.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
BUY
|
- |
1.96K+ 1.28% |
$208K - $233K
|
155K
$19.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Wendell David Associates Inc
|
BUY
|
- |
1.95K+ 1.05% |
$207K - $232K
|
188K
$23.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.92KNew |
$204K - $228K
|
1.92K
$240K
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.89K+ 4.12% |
$201K - $225K
|
47.7K
$5.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.89K+ 7.37% |
$200K - $225K
|
27.5K
$3.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.88KNew |
$200K - $224K
|
1.88K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.87K+ 98.42% |
$199K - $223K
|
3.77K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.85KNew |
$196K - $220K
|
1.85K
$231K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.84KNew |
$196K - $220K
|
1.84K
$231K
|
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.8K+ 7.12% |
$191K - $214K
|
27.1K
$3.39M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.77KNew |
$188K - $211K
|
1.77K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.76K+ 0.69% |
$187K - $210K
|
255K
$31.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.71K+ 1.48% |
$181K - $203K
|
117K
$14.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 15.57% |
$181K - $202K
|
12.6K
$1.58M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.7K+ 0.44% |
$181K - $202K
|
389K
$48.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.7K+ 3.78% |
$180K - $202K
|
46.6K
$5.84M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7K+ 227.48% |
$180K - $202K
|
2.44K
$306K
|