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 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.7KNew |
$258K - $300K
|
2.7K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.69K+ 18.96% |
$257K - $300K
|
16.9K
$2.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.68K+ 4.3% |
$256K - $298K
|
65K
$8.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.66K+ 25.73% |
$254K - $296K
|
13K
$1.63M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.66K+ 33.4% |
$254K - $295K
|
10.6K
$1.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.63KNew |
$252K - $293K
|
2.63K
$330K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
2.59KNew |
$247K - $288K
|
2.59K
$324K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
2.55KNew |
$244K - $284K
|
2.55K
$320K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.54KNew |
$243K - $283K
|
2.54K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.53K+ 0.76% |
$241K - $281K
|
334K
$41.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.53K+ 13.35% |
$241K - $281K
|
21.4K
$2.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
2.52KNew |
$241K - $281K
|
2.52K
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
2.52K+ 13.26% |
$241K - $280K
|
21.5K
$2.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.5K+ 3.78% |
$239K - $279K
|
68.7K
$8.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
2.48KNew |
$237K - $276K
|
2.48K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.44KNew |
$233K - $272K
|
2.44K
$306K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.42KNew |
$231K - $269K
|
2.42K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.41K+ 1461.21% |
$230K - $268K
|
2.58K
$323K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.4K+ 4.13% |
$230K - $267K
|
60.6K
$7.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.4KNew |
$230K - $267K
|
2.4K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.4KNew |
$229K - $267K
|
2.4K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.4KNew |
$229K - $267K
|
2.4K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.38K+ 5.0% |
$228K - $265K
|
50.1K
$6.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Brooktree Capital Management
|
BUY
|
- |
2.38KNew |
$227K - $265K
|
2.38K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$227K - $264K
|
2.37K
$297K
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.37KNew |
$226K - $264K
|
2.37K
$297K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.35K+ 52.58% |
$225K - $262K
|
6.83K
$855K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.33KNew |
$223K - $259K
|
2.33K
$292K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.32KNew |
$221K - $258K
|
2.32K
$290K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.28K+ 6.17% |
$218K - $254K
|
39.2K
$4.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.26KNew |
$216K - $252K
|
2.26K
$283K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.25K+ 13.77% |
$215K - $250K
|
18.6K
$2.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.24K+ 0.95% |
$214K - $249K
|
237K
$29.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
2.22KNew |
$212K - $247K
|
2.22K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
2.13K+ 20.11% |
$203K - $237K
|
12.7K
$1.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.1KNew |
$200K - $233K
|
2.1K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.09K+ 19.32% |
$200K - $233K
|
12.9K
$1.62M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.09K+ 18.09% |
$199K - $232K
|
13.6K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.05K+ 10.04% |
$196K - $228K
|
22.5K
$2.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.02K+ 9.47% |
$193K - $225K
|
23.4K
$2.93M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.02K+ 37.87% |
$193K - $225K
|
7.36K
$921K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.01K+ 14.57% |
$192K - $224K
|
15.8K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.01KNew |
$192K - $223K
|
2.01K
$251K
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
2K+ 80.0% |
$191K - $223K
|
4.5K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.99K+ 76.77% |
$190K - $222K
|
4.59K
$575K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$185K - $216K
|
1.94K
$243K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.92K+ 88.68% |
$183K - $214K
|
4.09K
$511K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 21.02% |
$183K - $214K
|
11.1K
$1.38M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.9KNew |
$182K - $211K
|
1.9K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.9K+ 15.04% |
$181K - $211K
|
14.5K
$1.82M
|