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 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
407+ 3.31% |
$89.6K - $102K
|
12.7K
$4.04M
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
407+ 5.34% |
$89.6K - $102K
|
8.03K
$2.55M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
406+ 1.99% |
$89.3K - $102K
|
20.8K
$6.62M
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
406+ 25.83% |
$89.3K - $102K
|
1.98K
$628K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
405+ 5.2% |
$89.1K - $102K
|
8.2K
$2.6M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
405+ 2.61% |
$89.1K - $102K
|
15.9K
$5.06M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
402+ 3.27% |
$88.5K - $101K
|
12.7K
$4.04M
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
402+ 22.57% |
$88.5K - $101K
|
2.18K
$694K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
402+ 0.93% |
$88.5K - $101K
|
43.4K
$13.8M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
400+ 9.6% |
$88K - $100K
|
4.57K
$1.45M
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
400+ 33.53% |
$88K - $100K
|
1.59K
$506K
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
400+ 1.79% |
$88K - $100K
|
22.7K
$7.21M
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
397+ 25.47% |
$87.4K - $99.6K
|
1.96K
$621K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
395+ 0.67% |
$86.9K - $99.1K
|
59K
$18.7M
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
394+ 0.4% |
$86.7K - $98.9K
|
98.9K
$31.4M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
393+ 0.49% |
$86.5K - $98.6K
|
80.4K
$25.5M
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
392+ 16.77% |
$86.3K - $98.4K
|
2.73K
$867K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
392+ 71.27% |
$86.3K - $98.4K
|
942
$299K
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
392+ 1.58% |
$86.3K - $98.4K
|
25.3K
$8.03M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
391+ 11.91% |
$86K - $98.1K
|
3.67K
$1.17M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
389+ 23.89% |
$85.6K - $97.6K
|
2.02K
$641K
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
388+ 5.02% |
$85.4K - $97.4K
|
8.11K
$2.58M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
387+ 6.54% |
$85.2K - $97.1K
|
6.3K
$2M
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
387+ 1.01% |
$85.2K - $97.1K
|
38.6K
$12.3M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
381+ 4.2% |
$83.8K - $95.6K
|
9.44K
$3M
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
381+ 0.5% |
$83.8K - $95.6K
|
76.6K
$24.3M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
381+ 5.47% |
$83.8K - $95.6K
|
7.35K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
379+ 1.18% |
$83.4K - $95.1K
|
32.5K
$10.3M
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
378+ 2.65% |
$83.2K - $94.9K
|
14.7K
$4.66M
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$82.5K - $94.1K
|
375
$119K
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
371+ 30.56% |
$81.6K - $93.1K
|
1.59K
$504K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
367+ 5.16% |
$80.8K - $92.1K
|
7.48K
$2.38M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
367+ 4.82% |
$80.8K - $92.1K
|
7.99K
$2.54M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
360+ 11.44% |
$79.2K - $90.3K
|
3.51K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
359+ 1.95% |
$79K - $90.1K
|
18.8K
$5.96M
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
358+ 3.8% |
$78.8K - $89.8K
|
9.78K
$3.11M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358+ 3.72% |
$78.8K - $89.8K
|
9.99K
$3.17M
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
357+ 2.61% |
$78.6K - $89.6K
|
14K
$4.46M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
357+ 3.1% |
$78.6K - $89.6K
|
11.9K
$3.77M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
357+ 11.7% |
$78.6K - $89.6K
|
3.41K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
357+ 16.2% |
$78.6K - $89.6K
|
2.56K
$814K
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
353+ 1.91% |
$77.7K - $88.6K
|
18.8K
$5.97M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
352+ 4.95% |
$77.5K - $88.3K
|
7.46K
$2.37M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
351+ 2.74% |
$77.2K - $88.1K
|
13.2K
$4.19M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
350+ 26.38% |
$77K - $87.8K
|
1.68K
$533K
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
348+ 3.47% |
$76.6K - $87.3K
|
10.4K
$3.3M
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
346+ 1.31% |
$76.1K - $86.8K
|
26.8K
$8.5M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
345+ 1.47% |
$75.9K - $86.6K
|
23.9K
$7.58M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
344+ 9.09% |
$75.7K - $86.3K
|
4.13K
$1.31M
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
344+ 30.99% |
$75.7K - $86.3K
|
1.45K
$462K
|