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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
260+ 9.21% |
$24.8K - $28.9K
|
3.08K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
253+ 0.89% |
$24.2K - $28.2K
|
28.6K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
246+ 3.26% |
$23.5K - $27.4K
|
7.8K
$976K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
246+ 10.82% |
$23.5K - $27.4K
|
2.52K
$315K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
237+ 26.02% |
$22.6K - $26.4K
|
1.15K
$144K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
236+ 0.11% |
$22.5K - $26.3K
|
221K
$27.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
229+ 3.32% |
$21.9K - $25.5K
|
7.13K
$892K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
227+ 0.55% |
$21.7K - $25.3K
|
41.2K
$5.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
225+ 0.65% |
$21.5K - $25K
|
34.9K
$4.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
218+ 18.66% |
$20.8K - $24.3K
|
1.39K
$174K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
217+ 5.28% |
$20.7K - $24.1K
|
4.33K
$542K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
217New |
$20.7K - $24.1K
|
217
$27.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
215+ 188.6% |
$20.5K - $23.9K
|
329
$41.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
210+ 0.96% |
$20.1K - $23.4K
|
22.1K
$2.77M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
209New |
$20K - $23.3K
|
209
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
208+ 9.04% |
$19.9K - $23.1K
|
2.51K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
206+ 1.48% |
$19.7K - $22.9K
|
14.2K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
204New |
$19.5K - $22.7K
|
204
$25.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 0.54% |
$19.1K - $22.3K
|
37.6K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.18% |
$19.1K - $22.3K
|
109K
$13.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
197+ 5.07% |
$18.8K - $21.9K
|
4.08K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163+ 0.5% |
$15.6K - $18.1K
|
32.5K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
162New |
$15.5K - $18K
|
162
$20.3K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
161+ 1.66% |
$15.4K - $17.9K
|
9.86K
$1.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
150+ 6.19% |
$14.3K - $16.7K
|
2.57K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
145+ 4.76% |
$13.9K - $16.1K
|
3.19K
$400K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
142+ 1.97% |
$13.6K - $15.8K
|
7.35K
$920K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
138+ 5.01% |
$13.2K - $15.4K
|
2.89K
$362K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
133+ 73.08% |
$12.7K - $14.8K
|
315
$39.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
133New |
$12.7K - $14.8K
|
133
$16.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
132+ 6.89% |
$12.6K - $14.7K
|
2.05K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
132+ 0.48% |
$12.6K - $14.7K
|
27.9K
$3.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
128+ 27.83% |
$12.2K - $14.2K
|
588
$73.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
124New |
$11.8K - $13.8K
|
124
$15.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
122+ 1.89% |
$11.7K - $13.6K
|
6.59K
$825K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
119+ 0.1% |
$11.4K - $13.2K
|
119K
$14.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 30.08% |
$11.2K - $13K
|
506
$63.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
111+ 13.21% |
$10.6K - $12.4K
|
951
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
108+ 22.83% |
$10.3K - $12K
|
581
$72.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
108+ 37.89% |
$10.3K - $12K
|
393
$49.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
107+ 3.33% |
$10.2K - $11.9K
|
3.32K
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
104New |
$9.94K - $11.6K
|
104
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
101New |
$9.65K - $11.2K
|
101
$12.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 4.02% |
$9.36K - $10.9K
|
2.54K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
98+ 0.92% |
$9.36K - $10.9K
|
10.7K
$1.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
93+ 0.35% |
$8.89K - $10.3K
|
26.7K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
89+ 0.82% |
$8.5K - $9.9K
|
11K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
88+ 0.03% |
$8.41K - $9.79K
|
270K
$33.9M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
84+ 0.13% |
$8.03K - $9.35K
|
64.9K
$8.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
81+ 0.27% |
$7.74K - $9.01K
|
30.4K
$3.8M
|