Purchases and Sales Made in Q4 2021 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
479+ 8.09% |
$45.8K - $53.3K
|
6.4K
$802K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments America Inc.
Toronto, A6 |
BUY
|
- |
472+ 2.44% |
$45.1K - $52.5K
|
19.8K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
471+ 5.34% |
$45K - $52.4K
|
9.29K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
462+ 6.9% |
$44.1K - $51.4K
|
7.16K
$896K
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
457+ 0.96% |
$43.7K - $50.9K
|
48.2K
$6.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
453+ 16.81% |
$43.3K - $50.4K
|
3.15K
$394K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
451+ 1.98% |
$43.1K - $50.2K
|
23.3K
$2.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
447+ 41.89% |
$42.7K - $49.7K
|
1.51K
$190K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
439+ 9.06% |
$41.9K - $48.9K
|
5.28K
$661K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
434+ 7.32% |
$41.5K - $48.3K
|
6.37K
$797K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
433+ 21.96% |
$41.4K - $48.2K
|
2.41K
$301K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
418+ 0.25% |
$39.9K - $46.5K
|
171K
$21.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
414+ 12.05% |
$39.6K - $46.1K
|
3.85K
$482K
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
413+ 4.28% |
$39.5K - $46K
|
10.1K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
400+ 36.36% |
$38.2K - $44.5K
|
1.5K
$188K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
400New |
$38.2K - $44.5K
|
400
$50.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
400+ 1.99% |
$38.2K - $44.5K
|
20.5K
$2.56M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$38.2K - $44.5K
|
400
$50.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
396+ 15.21% |
$37.8K - $44.1K
|
3K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
395+ 0.54% |
$37.7K - $44K
|
74.1K
$9.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
392+ 0.89% |
$37.5K - $43.6K
|
44.7K
$5.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
388+ 2.05% |
$37.1K - $43.2K
|
19.4K
$2.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
384New |
$36.7K - $42.7K
|
384
$48.1K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
375+ 0.57% |
$35.8K - $41.7K
|
65.8K
$8.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
371+ 4.15% |
$35.4K - $41.3K
|
9.3K
$1.16M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
370+ 8.23% |
$35.4K - $41.2K
|
4.87K
$609K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
370+ 8.23% |
$35.4K - $41.2K
|
4.87K
$609K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
350New |
$33.4K - $39K
|
350
$43.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
350+ 10.88% |
$33.4K - $39K
|
3.57K
$447K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
349New |
$33.3K - $38.8K
|
349
$43.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
346New |
$33.1K - $38.5K
|
346
$43.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
345+ 0.57% |
$33K - $38.4K
|
60.5K
$7.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
343+ 8.69% |
$32.8K - $38.2K
|
4.29K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
334New |
$31.9K - $37.2K
|
334
$41.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Palmer Knight CO
|
BUY
|
- |
330+ 0.51% |
$31.5K - $36.7K
|
64.7K
$8.11M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
326New |
$31.1K - $36.3K
|
326
$40.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
315New |
$30.1K - $35.1K
|
315
$39.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
312+ 2.79% |
$29.8K - $34.7K
|
11.5K
$1.44M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
305+ 2.06% |
$29.1K - $33.9K
|
15.1K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
305+ 1.92% |
$29.1K - $33.9K
|
16.2K
$2.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
300+ 12.33% |
$28.7K - $33.4K
|
2.73K
$342K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
300+ 1.72% |
$28.7K - $33.4K
|
17.7K
$2.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300New |
$28.7K - $33.4K
|
300
$37.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
300New |
$28.7K - $33.4K
|
300
$37.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
298New |
$28.5K - $33.2K
|
298
$37.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
293+ 340.7% |
$28K - $32.6K
|
379
$47.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
292New |
$27.9K - $32.5K
|
292
$36.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
282+ 0.41% |
$26.9K - $31.4K
|
69.4K
$8.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
278+ 0.36% |
$26.6K - $30.9K
|
78.5K
$9.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
269+ 0.17% |
$25.7K - $29.9K
|
160K
$20M
|