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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
591+ 2.09% |
$130K - $148K
|
28.9K
$9M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
578+ 1.97% |
$127K - $145K
|
29.9K
$9.32M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
577+ 3.28% |
$127K - $145K
|
18.2K
$5.66M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
574+ 4.89% |
$126K - $144K
|
12.3K
$3.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
573+ 3.36% |
$126K - $144K
|
17.6K
$5.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
569+ 2.58% |
$125K - $143K
|
22.6K
$7.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
569+ 18.72% |
$125K - $143K
|
3.61K
$1.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
565+ 1.74% |
$124K - $142K
|
33.1K
$10.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
565+ 4.04% |
$124K - $142K
|
14.6K
$4.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
565+ 9.48% |
$124K - $142K
|
6.52K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
560+ 15.0% |
$123K - $141K
|
4.29K
$1.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
560+ 4.93% |
$123K - $141K
|
11.9K
$3.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
559+ 3.01% |
$123K - $140K
|
19.2K
$5.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
558+ 4.16% |
$123K - $140K
|
14K
$4.36M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
557+ 30.93% |
$123K - $140K
|
2.36K
$735K
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
556+ 16.34% |
$122K - $140K
|
3.96K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
550+ 2.28% |
$121K - $138K
|
24.7K
$7.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
550+ 2.81% |
$121K - $138K
|
20.1K
$6.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
547+ 7.7% |
$120K - $137K
|
7.65K
$2.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
544+ 12.77% |
$120K - $137K
|
4.81K
$1.5M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
540+ 13.42% |
$119K - $136K
|
4.56K
$1.42M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
539+ 9.49% |
$119K - $135K
|
6.22K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
538+ 15.59% |
$118K - $135K
|
3.99K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
538+ 11.91% |
$118K - $135K
|
5.06K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
535+ 2.47% |
$118K - $134K
|
22.2K
$6.91M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
527+ 48.8% |
$116K - $132K
|
1.61K
$501K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
527+ 22.54% |
$116K - $132K
|
2.87K
$893K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
527+ 6.09% |
$116K - $132K
|
9.18K
$2.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
525+ 29.91% |
$116K - $132K
|
2.28K
$711K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
524+ 2.45% |
$115K - $131K
|
21.9K
$6.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
523+ 2.32% |
$115K - $131K
|
23K
$7.18M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
521+ 22.8% |
$115K - $131K
|
2.81K
$875K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
515+ 2.1% |
$113K - $129K
|
25.1K
$7.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
514+ 55.45% |
$113K - $129K
|
1.44K
$449K
|
|
|
Oct 15, 2021
Q3 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
511+ 4.95% |
$112K - $128K
|
10.8K
$3.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
509+ 5.12% |
$112K - $128K
|
10.5K
$3.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
508+ 3.07% |
$112K - $127K
|
17K
$5.31M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
505+ 0.44% |
$111K - $127K
|
116K
$36M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
503+ 14.97% |
$111K - $126K
|
3.86K
$1.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
501+ 1.62% |
$110K - $126K
|
31.4K
$9.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
501+ 27.56% |
$110K - $126K
|
2.32K
$723K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
501+ 7.23% |
$110K - $126K
|
7.43K
$2.31M
|
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
501+ 1.17% |
$110K - $126K
|
43.2K
$13.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
500+ 2.07% |
$110K - $125K
|
24.6K
$7.67M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
500+ 11.79% |
$110K - $125K
|
4.74K
$1.48M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
499+ 5.73% |
$110K - $125K
|
9.21K
$2.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
495+ 1.79% |
$109K - $124K
|
28.1K
$8.76M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
490+ 1.09% |
$108K - $123K
|
45.2K
$14.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
489+ 38.26% |
$108K - $123K
|
1.77K
$551K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
488+ 1.9% |
$107K - $122K
|
26.2K
$8.17M
|