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
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
78+ 52.0% |
$7.45K - $8.68K
|
228
$28.5K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78+ 2.6% |
$7.45K - $8.68K
|
3.08K
$385K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75New |
$7.17K - $8.35K
|
75
$9.39K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
75+ 1.61% |
$7.17K - $8.35K
|
4.74K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
71+ 2.59% |
$6.78K - $7.9K
|
2.81K
$352K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
68+ 2.62% |
$6.5K - $7.57K
|
2.67K
$334K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
67+ 1.08% |
$6.4K - $7.46K
|
6.26K
$784K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
66+ 1.89% |
$6.31K - $7.35K
|
3.56K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66+ 2.99% |
$6.31K - $7.35K
|
2.28K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58New |
$5.54K - $6.45K
|
58
$7.26K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
57New |
$5.45K - $6.34K
|
57
$7.14K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
56+ 2.13% |
$5.35K - $6.23K
|
2.69K
$337K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
55+ 0.86% |
$5.26K - $6.12K
|
6.43K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
54+ 0.37% |
$5.16K - $6.01K
|
14.6K
$1.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
53+ 0.2% |
$5.06K - $5.9K
|
27.2K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 2.18% |
$4.97K - $5.79K
|
2.44K
$306K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
51New |
$4.87K - $5.68K
|
51
$6.39K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
50+ 0.14% |
$4.78K - $5.56K
|
36.3K
$4.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 41.67% |
$4.78K - $5.56K
|
170
$21.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$4.78K - $5.56K
|
50
$6.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.73% |
$4.78K - $5.56K
|
6.88K
$861K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 1.14% |
$4.78K - $5.56K
|
4.45K
$557K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 1.75% |
$4.68K - $5.45K
|
2.84K
$356K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
49+ 0.24% |
$4.68K - $5.45K
|
20.5K
$2.57M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
48New |
$4.59K - $5.34K
|
48
$6.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47+ 2.26% |
$4.49K - $5.23K
|
2.13K
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43New |
$4.11K - $4.79K
|
43
$5.38K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
42+ 0.38% |
$4.01K - $4.67K
|
11K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
42+ 0.27% |
$4.01K - $4.67K
|
15.9K
$1.99M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
40New |
$3.82K - $4.45K
|
40
$5.01K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.45K
|
40
$5.01K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
36+ 3.81% |
$3.44K - $4.01K
|
980
$123K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
34New |
$3.25K - $3.78K
|
34
$4.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
33+ 0.07% |
$3.15K - $3.67K
|
49.9K
$6.25M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.56% |
$3.06K - $3.56K
|
5.78K
$724K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
31+ 6.67% |
$2.96K - $3.45K
|
496
$62.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
30+ 0.67% |
$2.87K - $3.34K
|
4.53K
$567K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
30+ 0.15% |
$2.87K - $3.34K
|
20.3K
$2.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22+ 0.05% |
$2.1K - $2.45K
|
42.9K
$5.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 0.43% |
$1.91K - $2.23K
|
4.68K
$586K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
20+ 1.57% |
$1.91K - $2.23K
|
1.29K
$162K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
18+ 0.88% |
$1.72K - $2K
|
2.06K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
18New |
$1.72K - $2K
|
18
$2.25K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
17+ 0.04% |
$1.62K - $1.89K
|
44.6K
$5.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
17+ 0.06% |
$1.62K - $1.89K
|
26.4K
$3.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
16+ 0.11% |
$1.53K - $1.78K
|
14K
$1.75M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16New |
$1.53K - $1.78K
|
16
$2K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.07% |
$1.43K - $1.67K
|
22.2K
$2.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 1.1% |
$1.24K - $1.45K
|
1.2K
$150K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12+ 0.42% |
$1.15K - $1.34K
|
2.9K
$363K
|