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
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-139- 6.72% |
$13.3K - $15.5K
|
1.93K
$242K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-143- 0.58% |
$13.7K - $15.9K
|
24.5K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-143- 5.33% |
$13.7K - $15.9K
|
2.54K
$318K
|
|
|
Jan 20, 2022
Q4 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-150- 0.24% |
$14.3K - $16.7K
|
61.1K
$7.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-151- 6.36% |
$14.4K - $16.8K
|
2.23K
$279K
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-164- 2.43% |
$15.7K - $18.3K
|
6.58K
$824K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-169- 2.09% |
$16.1K - $18.8K
|
7.94K
$994K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-179- 2.62% |
$17.1K - $19.9K
|
6.65K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-186- 25.31% |
$17.8K - $20.7K
|
549
$68.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-188- 8.1% |
$18K - $20.9K
|
2.13K
$267K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-188- 0.58% |
$18K - $20.9K
|
32.5K
$4.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-200- 3.72% |
$19.1K - $22.3K
|
5.18K
$648K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 8.01% |
$19.1K - $22.3K
|
2.3K
$287K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-206- 4.86% |
$19.7K - $22.9K
|
4.03K
$505K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-209- 1.79% |
$20K - $23.3K
|
11.5K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-210- 2.37% |
$20.1K - $23.4K
|
8.64K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-216- 2.2% |
$20.6K - $24K
|
9.61K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-216- 1.48% |
$20.6K - $24K
|
14.4K
$1.81M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-221- 7.57% |
$21.1K - $24.6K
|
2.7K
$338K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-223- 7.91% |
$21.3K - $24.8K
|
2.6K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-233- 0.47% |
$22.3K - $25.9K
|
49.4K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-238- 0.5% |
$22.7K - $26.5K
|
47.6K
$5.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-238Closed |
$22.7K - $26.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-243- 1.36% |
$23.2K - $27K
|
17.6K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-245- 1.0% |
$23.4K - $27.3K
|
24.1K
$3.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-252- 2.56% |
$24.1K - $28K
|
9.58K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-253- 4.16% |
$24.2K - $28.2K
|
5.84K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-254- 5.38% |
$24.3K - $28.3K
|
4.47K
$560K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-270- 6.77% |
$25.8K - $30K
|
3.72K
$466K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-272- 11.06% |
$26K - $30.3K
|
2.19K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-275- 7.16% |
$26.3K - $30.6K
|
3.57K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-279- 5.25% |
$26.7K - $31K
|
5.03K
$630K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-289- 1.68% |
$27.6K - $32.2K
|
17K
$2.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-292- 20.77% |
$27.9K - $32.5K
|
1.11K
$139K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 21.74% |
$28.7K - $33.4K
|
1.08K
$135K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-300- 4.29% |
$28.7K - $33.4K
|
6.7K
$839K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-300- 3.31% |
$28.7K - $33.4K
|
8.77K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-302- 6.3% |
$28.9K - $33.6K
|
4.49K
$563K
|
|
|
Jan 11, 2022
Q4 2021
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-303- 11.76% |
$29K - $33.7K
|
2.27K
$285K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-318- 0.9% |
$30.4K - $35.4K
|
34.8K
$4.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-321- 2.69% |
$30.7K - $35.7K
|
11.6K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-323Closed |
$30.9K - $35.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-325- 3.99% |
$31.1K - $36.2K
|
7.82K
$979K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-334- 6.11% |
$31.9K - $37.2K
|
5.13K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-347- 2.44% |
$33.2K - $38.6K
|
13.9K
$1.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-350Closed |
$33.4K - $39K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-362- 4.66% |
$34.6K - $40.3K
|
7.41K
$928K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-363- 8.16% |
$34.7K - $40.4K
|
4.08K
$511K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-365- 8.66% |
$34.9K - $40.6K
|
3.85K
$482K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-365- 13.08% |
$34.9K - $40.6K
|
2.43K
$304K
|