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 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.87K+ 5.06% |
$656K - $764K
|
142K
$17.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
6.8KNew |
$650K - $757K
|
6.8K
$851K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.72KNew |
$642K - $748K
|
6.72K
$841K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.48KNew |
$619K - $721K
|
6.48K
$811K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.33K+ 7.58% |
$605K - $704K
|
89.9K
$11.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
6.31KNew |
$603K - $702K
|
6.31K
$790K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.28KNew |
$600K - $698K
|
6.28K
$786K
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
6.22K+ 7.99% |
$594K - $692K
|
84K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
6.21K+ 9.2% |
$594K - $691K
|
73.8K
$9.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.09K+ 18.48% |
$582K - $678K
|
39K
$4.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
6.06KNew |
$579K - $674K
|
6.06K
$759K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.98K+ 5.6% |
$572K - $666K
|
113K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.9KNew |
$564K - $657K
|
5.9K
$739K
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
BUY
|
- |
5.82K+ 1.37% |
$556K - $648K
|
431K
$53.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.64K+ 2.69% |
$539K - $628K
|
215K
$26.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
5.55K+ 4.03% |
$531K - $618K
|
143K
$18M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.51KNew |
$527K - $614K
|
5.51K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
5.46K+ 16.6% |
$522K - $608K
|
38.4K
$4.8M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
5.42K+ 16.99% |
$517K - $603K
|
37.3K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$515K - $600K
|
5.39K
$675K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.35K+ 27.28% |
$511K - $596K
|
25K
$3.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
5.33K+ 12.85% |
$509K - $593K
|
46.8K
$5.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
5.2KNew |
$497K - $579K
|
5.2K
$651K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
5.2KNew |
$497K - $578K
|
5.2K
$651K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.12KNew |
$489K - $570K
|
5.12K
$641K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.12K+ 5.52% |
$489K - $570K
|
97.8K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.09K+ 18.85% |
$486K - $566K
|
32.1K
$4.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.08KNew |
$485K - $565K
|
5.08K
$636K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.05KNew |
$483K - $562K
|
5.05K
$632K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.02K+ 31.2% |
$479K - $558K
|
21.1K
$2.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.01KNew |
$479K - $558K
|
5.01K
$627K
|
|
|
Feb 11, 2022
Q4 2021
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
5KNew |
$478K - $556K
|
5K
$626K
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
4.94KNew |
$472K - $549K
|
4.94K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.91K+ 46.18% |
$469K - $547K
|
15.5K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.84K+ 41.48% |
$463K - $539K
|
16.5K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$462K - $538K
|
4.83K
$605K
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
4.8K+ 13.21% |
$459K - $534K
|
41.1K
$5.15M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.76K+ 3.43% |
$455K - $530K
|
144K
$18M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.74K+ 2.04% |
$453K - $528K
|
237K
$29.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
4.62K+ 7.9% |
$442K - $515K
|
63.2K
$7.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
4.61K+ 8.34% |
$440K - $512K
|
59.8K
$7.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
4.58K+ 216.61% |
$437K - $509K
|
6.69K
$838K
|
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
BUY
|
- |
4.56K+ 0.92% |
$436K - $507K
|
499K
$62.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.52K+ 114.59% |
$432K - $503K
|
8.46K
$1.06M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.49KNew |
$429K - $500K
|
4.49K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$425K - $495K
|
4.45K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.41K+ 20.71% |
$421K - $490K
|
25.7K
$3.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.31KNew |
$412K - $479K
|
4.31K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.28KNew |
$409K - $477K
|
4.28K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.28KNew |
$408K - $476K
|
4.28K
$535K
|