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
|
Univest Financial Corp
|
BUY
|
- |
344+ 1.12% |
$75.7K - $86.3K
|
31K
$9.84M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
343+ 3.34% |
$75.5K - $86.1K
|
10.6K
$3.37M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
342+ 8.72% |
$75.3K - $85.8K
|
4.27K
$1.36M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
342+ 6.03% |
$75.3K - $85.8K
|
6.01K
$1.91M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
340+ 4.12% |
$74.8K - $85.3K
|
8.59K
$2.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
340+ 18.63% |
$74.8K - $85.3K
|
2.17K
$688K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
339+ 3.06% |
$74.6K - $85.1K
|
11.4K
$3.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
338+ 2.51% |
$74.4K - $84.8K
|
13.8K
$4.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
334+ 4.9% |
$73.5K - $83.8K
|
7.15K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
332+ 8.35% |
$73.1K - $83.3K
|
4.31K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
332+ 29.15% |
$73.1K - $83.3K
|
1.47K
$467K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
329+ 1.88% |
$72.4K - $82.6K
|
17.8K
$5.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
327+ 4.95% |
$72K - $82.1K
|
6.93K
$2.2M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
324+ 8.64% |
$71.3K - $81.3K
|
4.08K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
322+ 0.2% |
$70.9K - $80.8K
|
161K
$51.3M
|
|
|
Nov 15, 2021
Q3 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
320+ 1.9% |
$70.4K - $80.3K
|
17.2K
$5.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
318+ 0.81% |
$70K - $79.8K
|
39.6K
$12.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
318+ 0.25% |
$70K - $79.8K
|
129K
$41M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
318+ 1.89% |
$70K - $79.8K
|
17.1K
$5.44M
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
314+ 12.55% |
$69.1K - $78.8K
|
2.82K
$895K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
314+ 3.19% |
$69.1K - $78.8K
|
10.1K
$3.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
313+ 0.88% |
$68.9K - $78.5K
|
35.9K
$11.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
311+ 0.93% |
$68.4K - $78K
|
33.6K
$10.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
311+ 11.63% |
$68.4K - $78K
|
2.98K
$948K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
310+ 2.21% |
$68.2K - $77.8K
|
14.4K
$4.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
310+ 9.72% |
$68.2K - $77.8K
|
3.5K
$1.11M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
305+ 1.68% |
$67.1K - $76.5K
|
18.5K
$5.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
305+ 9.57% |
$67.1K - $76.5K
|
3.49K
$1.11M
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
302+ 10.78% |
$66.5K - $75.8K
|
3.1K
$986K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
302+ 3.15% |
$66.5K - $75.8K
|
9.89K
$3.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
302+ 4.84% |
$66.5K - $75.8K
|
6.55K
$2.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
301+ 16.02% |
$66.2K - $75.5K
|
2.18K
$693K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
300+ 8.82% |
$66K - $75.3K
|
3.7K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
300+ 16.66% |
$66K - $75.3K
|
2.1K
$668K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
300+ 1.43% |
$66K - $75.3K
|
21.2K
$6.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 6.38% |
$66K - $75.3K
|
5K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
298New |
$65.6K - $74.8K
|
298
$94.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 10.92% |
$65.4K - $74.5K
|
3.02K
$958K
|
|
|
Oct 20, 2021
Q3 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
293+ 0.71% |
$64.5K - $73.5K
|
41.5K
$13.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
291+ 21.01% |
$64K - $73K
|
1.68K
$532K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
288+ 13.62% |
$63.4K - $72.3K
|
2.4K
$763K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
288+ 1.97% |
$63.4K - $72.3K
|
14.9K
$4.74M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 1.97% |
$63.4K - $72.3K
|
14.9K
$4.74M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
287+ 5.19% |
$63.2K - $72K
|
5.82K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
285+ 9.42% |
$62.7K - $71.5K
|
3.31K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
285+ 6.29% |
$62.7K - $71.5K
|
4.82K
$1.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
284+ 1.75% |
$62.5K - $71.3K
|
16.6K
$5.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
280+ 0.52% |
$61.6K - $70.3K
|
54.4K
$17.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
280+ 0.93% |
$61.6K - $70.3K
|
30.5K
$9.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
280+ 34.15% |
$61.6K - $70.3K
|
1.1K
$349K
|