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 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-372Closed |
$35.5K - $41.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-374- 9.81% |
$35.7K - $41.6K
|
3.44K
$431K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-375- 10.35% |
$35.8K - $41.7K
|
3.25K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-382- 9.17% |
$36.5K - $42.5K
|
3.78K
$474K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-384- 4.23% |
$36.7K - $42.7K
|
8.69K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-400- 12.2% |
$38.2K - $44.5K
|
2.88K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 10.53% |
$38.2K - $44.5K
|
3.4K
$426K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-402- 8.82% |
$38.4K - $44.7K
|
4.16K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-410- 7.13% |
$39.2K - $45.6K
|
5.34K
$669K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-419- 9.5% |
$40K - $46.6K
|
3.99K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-433- 1.15% |
$41.4K - $48.2K
|
37.2K
$4.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-457- 9.31% |
$43.7K - $50.9K
|
4.45K
$558K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-459Closed |
$43.9K - $51.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-480- 1.0% |
$45.9K - $53.4K
|
47.6K
$5.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
SELL
|
- |
-483- 1.48% |
$46.2K - $53.8K
|
32.1K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-486- 1.32% |
$46.4K - $54.1K
|
36.2K
$4.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-487- 0.86% |
$46.5K - $54.2K
|
56K
$7.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-496- 1.7% |
$47.4K - $55.2K
|
28.6K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-500- 7.84% |
$47.8K - $55.6K
|
5.87K
$735K
|
|
|
Jan 10, 2022
Q4 2021
|
Penbrook Management LLC
|
SELL
|
- |
-500- 6.86% |
$47.8K - $55.6K
|
6.79K
$850K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-504Closed |
$48.2K - $56.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-517- 15.65% |
$49.4K - $57.5K
|
2.79K
$349K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-526- 46.18% |
$50.3K - $58.5K
|
613
$76.7K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-531- 6.36% |
$50.7K - $59.1K
|
7.82K
$979K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-534- 6.45% |
$51K - $59.4K
|
7.75K
$970K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-535- 5.8% |
$51.1K - $59.5K
|
8.69K
$1.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-552- 14.16% |
$52.7K - $61.4K
|
3.35K
$419K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
SELL
|
- |
-562- 3.81% |
$53.7K - $62.5K
|
14.2K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-564- 0.95% |
$53.9K - $62.8K
|
58.6K
$7.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-587- 1.75% |
$56.1K - $65.3K
|
32.9K
$4.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-596- 9.28% |
$56.9K - $66.3K
|
5.83K
$730K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-606Closed |
$57.9K - $67.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-612- 15.08% |
$58.5K - $68.1K
|
3.45K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-617- 5.04% |
$59K - $68.7K
|
11.6K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-650- 0.71% |
$62.1K - $72.3K
|
90.9K
$11.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-658- 19.35% |
$62.9K - $73.2K
|
2.74K
$343K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-661- 0.78% |
$63.2K - $73.6K
|
83.6K
$10.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-663- 3.91% |
$63.3K - $73.8K
|
16.3K
$2.04M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-671- 12.53% |
$64.1K - $74.7K
|
4.69K
$587K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-684- 16.31% |
$65.4K - $76.1K
|
3.51K
$439K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-702- 4.52% |
$67.1K - $78.1K
|
14.8K
$1.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-711- 11.32% |
$67.9K - $79.1K
|
5.57K
$697K
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-721- 4.09% |
$68.9K - $80.2K
|
16.9K
$2.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
SELL
|
- |
-734- 0.36% |
$70.1K - $81.7K
|
204K
$25.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-746- 3.35% |
$71.3K - $83K
|
21.5K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-751- 0.54% |
$71.8K - $83.6K
|
138K
$17.3M
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-759- 5.95% |
$72.5K - $84.5K
|
12K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-760- 9.4% |
$72.6K - $84.6K
|
7.33K
$918K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 14.74% |
$73.4K - $85.5K
|
4.44K
$556K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-769- 1.36% |
$73.5K - $85.6K
|
55.9K
$7M
|