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 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 1.9% |
$4.78K - $5.56K
|
2.58K
$323K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-50- 17.79% |
$4.78K - $5.56K
|
231
$28.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 13.09% |
$5.06K - $5.9K
|
352
$44.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-54- 2.65% |
$5.16K - $6.01K
|
1.98K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-55Closed |
$5.26K - $6.12K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 0.54% |
$5.35K - $6.23K
|
10.2K
$1.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-57- 0.4% |
$5.45K - $6.34K
|
14.2K
$1.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
SELL
|
- |
-58- 1.27% |
$5.54K - $6.45K
|
4.52K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.17% |
$5.54K - $6.45K
|
4.9K
$614K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-60- 2.48% |
$5.73K - $6.68K
|
2.36K
$296K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-62- 2.91% |
$5.92K - $6.9K
|
2.07K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-63Closed |
$6.02K - $7.01K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-68Closed |
$6.5K - $7.57K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-68- 1.43% |
$6.5K - $7.57K
|
4.7K
$588K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 1.56% |
$6.5K - $7.57K
|
4.28K
$536K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-72- 0.12% |
$6.88K - $8.01K
|
59.7K
$7.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-72Closed |
$6.88K - $8.01K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-74- 3.04% |
$7.07K - $8.24K
|
2.36K
$296K
|
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 0.97% |
$7.17K - $8.35K
|
7.69K
$963K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-80- 1.62% |
$7.64K - $8.9K
|
4.86K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-82- 0.98% |
$7.84K - $9.13K
|
8.26K
$1.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-83- 0.39% |
$7.93K - $9.24K
|
21.3K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-84- 0.15% |
$8.03K - $9.35K
|
55.7K
$6.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-87- 1.2% |
$8.31K - $9.68K
|
7.13K
$893K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-93- 14.29% |
$8.89K - $10.3K
|
558
$69.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-99- 1.04% |
$9.46K - $11K
|
9.45K
$1.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 2.27% |
$9.56K - $11.1K
|
4.31K
$540K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.42% |
$9.56K - $11.1K
|
2.82K
$353K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 2.01% |
$9.56K - $11.1K
|
4.88K
$611K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-100- 1.71% |
$9.56K - $11.1K
|
5.75K
$719K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-100Closed |
$9.56K - $11.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 4.6% |
$9.56K - $11.1K
|
2.08K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-103- 0.14% |
$9.84K - $11.5K
|
74.6K
$9.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-105- 31.16% |
$10K - $11.7K
|
232
$29K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-105- 0.66% |
$10K - $11.7K
|
15.7K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-106- 1.71% |
$10.1K - $11.8K
|
6.11K
$764K
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
SELL
|
- |
-107- 0.63% |
$10.2K - $11.9K
|
16.8K
$2.11M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-109- 7.47% |
$10.4K - $12.1K
|
1.35K
$169K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-110- 3.34% |
$10.5K - $12.2K
|
3.19K
$399K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-113- 0.89% |
$10.8K - $12.6K
|
12.5K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-114- 1.21% |
$10.9K - $12.7K
|
9.34K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-115Closed |
$11K - $12.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-118- 4.22% |
$11.3K - $13.1K
|
2.68K
$335K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-121Closed |
$11.6K - $13.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-122Closed |
$11.7K - $13.6K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-123- 0.15% |
$11.8K - $13.7K
|
80.6K
$10.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-125- 4.17% |
$11.9K - $13.9K
|
2.87K
$360K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-127- 4.24% |
$12.1K - $14.1K
|
2.87K
$359K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-128- 4.68% |
$12.2K - $14.2K
|
2.61K
$326K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-131- 3.11% |
$12.5K - $14.6K
|
4.08K
$511K
|