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 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 2.24% |
$1.15K - $1.34K
|
547
$68.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.15% |
$1.15K - $1.34K
|
8.09K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 50.0% |
$956 - $1.11K
|
30
$3.76K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$860 - $1K
|
9
$1.13K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
8+ 1.67% |
$764 - $890
|
487
$61K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8New |
$764 - $890
|
8
$1K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7+ 0.02% |
$669 - $779
|
41.8K
$5.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 11.11% |
$573 - $668
|
60
$7.51K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 6.9% |
$573 - $668
|
93
$11.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.22% |
$573 - $668
|
2.72K
$340K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.12% |
$478 - $556
|
4.01K
$502K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3New |
$287 - $334
|
3
$376
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$287 - $334
|
2.09K
$262K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$287 - $334
|
3
$376
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 2.47% |
$191 - $223
|
79
$9.89K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 1.64% |
$478 - $556
|
300
$37.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.72% |
$478 - $556
|
286
$35.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.11% |
$764 - $890
|
7.57K
$948K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8- 0.43% |
$764 - $890
|
1.87K
$234K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-9- 0.12% |
$860 - $1K
|
7.32K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10Closed |
$956 - $1.11K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-12- 0.02% |
$1.15K - $1.34K
|
73.4K
$9.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13- 3.17% |
$1.24K - $1.45K
|
397
$49.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.38% |
$1.34K - $1.56K
|
3.65K
$457K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$1.43K - $1.67K
|
5.9K
$739K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-18- 16.07% |
$1.72K - $2K
|
94
$11.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
SELL
|
- |
-19- -0.0% |
$1.82K - $2.11K
|
443K
$55.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-20- 0.37% |
$1.91K - $2.23K
|
5.44K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22Closed |
$2.1K - $2.45K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-23- 11.27% |
$2.2K - $2.56K
|
181
$22.7K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 1.57% |
$2.29K - $2.67K
|
1.5K
$188K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-25- 0.24% |
$2.39K - $2.78K
|
10.2K
$1.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-25- 0.97% |
$2.39K - $2.78K
|
2.54K
$318K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-25- 16.78% |
$2.39K - $2.78K
|
124
$15.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-26Closed |
$2.48K - $2.89K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-26- 0.38% |
$2.48K - $2.89K
|
6.9K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-28- 0.73% |
$2.68K - $3.12K
|
3.83K
$479K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30- 0.28% |
$2.87K - $3.34K
|
10.6K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-31Closed |
$2.96K - $3.45K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 15.58% |
$2.96K - $3.45K
|
168
$21K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-31- 7.79% |
$2.96K - $3.45K
|
367
$45.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-33- 0.14% |
$3.15K - $3.67K
|
23.2K
$2.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-33- 1.28% |
$3.15K - $3.67K
|
2.55K
$319K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-35- 7.11% |
$3.34K - $3.9K
|
457
$57.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-35- 0.86% |
$3.34K - $3.9K
|
4.05K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-35- 0.45% |
$3.34K - $3.9K
|
7.81K
$978K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-39- 0.55% |
$3.73K - $4.34K
|
7.05K
$882K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-39- 0.33% |
$3.73K - $4.34K
|
11.8K
$1.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-46Closed |
$4.4K - $5.12K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-49Closed |
$4.68K - $5.45K
|
0
$0
|