Purchases and Sales Made in Q3 2021 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 2021. The information is specifically focused on institutions that hold shares of VISA INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.05K+ 35.57% |
$230K - $262K
|
3.99K
$1.27M
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.05K+ 2.2% |
$230K - $262K
|
48.5K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.03K+ 27.71% |
$227K - $259K
|
4.76K
$1.51M
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 5.02% |
$225K - $256K
|
21.4K
$6.79M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.02K+ 95.13% |
$223K - $255K
|
2.08K
$661K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.01K+ 1.67% |
$223K - $254K
|
61.8K
$19.6M
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.01KNew |
$222K - $254K
|
1.01K
$321K
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
1.01K+ 3.21% |
$222K - $253K
|
32.4K
$10.3M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.01K+ 2.07% |
$221K - $252K
|
49.6K
$15.8M
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1K+ 19.24% |
$221K - $252K
|
6.22K
$1.98M
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
1K+ 3.83% |
$220K - $251K
|
27.1K
$8.62M
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
999+ 6.17% |
$220K - $251K
|
17.2K
$5.46M
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
989New |
$218K - $248K
|
989
$314K
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
978+ 2.56% |
$215K - $245K
|
39.1K
$12.4M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
975+ 3.67% |
$215K - $245K
|
27.6K
$8.75M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
968+ 4.27% |
$213K - $243K
|
23.6K
$7.5M
|
|
Nov 12, 2021
Q3 2021
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
957+ 7.91% |
$211K - $240K
|
13.1K
$4.15M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
954New |
$210K - $239K
|
954
$303K
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
949New |
$209K - $238K
|
949
$302K
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
940+ 2.09% |
$207K - $236K
|
46K
$14.6M
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
932+ 160.97% |
$205K - $234K
|
1.51K
$480K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
930+ 8.63% |
$205K - $233K
|
11.7K
$3.72M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
928+ 1.01% |
$204K - $233K
|
93.1K
$29.6M
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
928New |
$204K - $233K
|
928
$295K
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
926New |
$204K - $232K
|
926
$294K
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
925+ 3.19% |
$204K - $232K
|
29.9K
$9.51M
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
920New |
$202K - $231K
|
920
$292K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
913+ 24.65% |
$201K - $229K
|
4.62K
$1.47M
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
912+ 1.45% |
$201K - $229K
|
64K
$20.3M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
911+ 14.87% |
$200K - $229K
|
7.04K
$2.24M
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
909+ 11.14% |
$200K - $228K
|
9.07K
$2.88M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
908+ 2.15% |
$200K - $228K
|
43.2K
$13.7M
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
905+ 2.07% |
$199K - $227K
|
44.6K
$14.2M
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
905+ 4.27% |
$199K - $227K
|
22.1K
$7.02M
|
|
Oct 26, 2021
Q3 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
900New |
$198K - $226K
|
900
$286K
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
900New |
$198K - $226K
|
900
$286K
|
|
Nov 15, 2021
Q3 2021
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
900+ 4.14% |
$198K - $226K
|
22.6K
$7.19M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
899+ 3.87% |
$198K - $226K
|
24.1K
$7.67M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
896+ 0.6% |
$197K - $225K
|
149K
$47.4M
|
|
Nov 12, 2021
Q3 2021
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
891+ 0.64% |
$196K - $224K
|
141K
$44.8M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
888+ 13.16% |
$195K - $223K
|
7.63K
$2.43M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
888+ 1.74% |
$195K - $223K
|
52K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
888New |
$195K - $223K
|
888
$282K
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
875+ 4.75% |
$193K - $220K
|
19.3K
$6.13M
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
875+ 8.75% |
$193K - $220K
|
10.9K
$3.45M
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
869+ 0.48% |
$191K - $218K
|
182K
$57.8M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
865+ 7.32% |
$190K - $217K
|
12.7K
$4.03M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
864+ 10.73% |
$190K - $217K
|
8.92K
$2.83M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
862+ 80.56% |
$190K - $216K
|
1.93K
$614K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
860+ 6.78% |
$189K - $216K
|
13.5K
$4.3M
|