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 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
140+ 0.22% |
$30.8K - $35.1K
|
64K
$20.3M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
BUY
|
- |
138+ 1.34% |
$30.4K - $34.6K
|
10.4K
$3.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
137+ 3.94% |
$30.1K - $34.4K
|
3.62K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
137+ 5.98% |
$30.1K - $34.4K
|
2.43K
$772K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
135+ 2.16% |
$29.7K - $33.9K
|
6.4K
$2.03M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
135+ 3.31% |
$29.7K - $33.9K
|
4.21K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
135+ 5.12% |
$29.7K - $33.9K
|
2.77K
$880K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
135+ 0.11% |
$29.7K - $33.9K
|
124K
$39.4M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
134+ 2.3% |
$29.5K - $33.6K
|
5.97K
$1.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
133+ 3.8% |
$29.3K - $33.4K
|
3.63K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
132+ 0.83% |
$29K - $33.1K
|
16K
$5.08M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
131New |
$28.8K - $32.9K
|
131
$41.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
129+ 4.05% |
$28.4K - $32.4K
|
3.31K
$1.05M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
129+ 4.06% |
$28.4K - $32.4K
|
3.31K
$1.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
126+ 5.24% |
$27.7K - $31.6K
|
2.53K
$803K
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
126+ 0.66% |
$27.7K - $31.6K
|
19.4K
$6.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
126+ 2.18% |
$27.7K - $31.6K
|
5.9K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
126+ 0.08% |
$27.7K - $31.6K
|
158K
$50.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
124+ 2.01% |
$27.3K - $31.1K
|
6.28K
$1.99M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
124+ 1.99% |
$27.3K - $31.1K
|
6.34K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
123+ 0.8% |
$27.1K - $30.9K
|
15.5K
$4.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
122+ 5.57% |
$26.8K - $30.6K
|
2.31K
$735K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
121+ 3.26% |
$26.6K - $30.4K
|
3.83K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
120+ 1.24% |
$26.4K - $30.1K
|
9.76K
$3.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
120+ 1.66% |
$26.4K - $30.1K
|
7.36K
$2.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
119+ 8.46% |
$26.2K - $29.9K
|
1.53K
$485K
|
|
|
Nov 09, 2021
Q3 2021
|
University Of Texas
|
BUY
|
- |
117New |
$25.7K - $29.4K
|
117
$37.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
116+ 2.89% |
$25.5K - $29.1K
|
4.13K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
116+ 8.67% |
$25.5K - $29.1K
|
1.45K
$462K
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
116+ 12.53% |
$25.5K - $29.1K
|
1.04K
$331K
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
115+ 0.88% |
$25.3K - $28.9K
|
13.1K
$4.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
115+ 8.1% |
$25.3K - $28.9K
|
1.53K
$487K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
113+ 0.38% |
$24.9K - $28.4K
|
29.5K
$9.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
113+ 0.73% |
$24.9K - $28.4K
|
15.7K
$4.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
112+ 2.86% |
$24.6K - $28.1K
|
4.02K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
112+ 29.09% |
$24.6K - $28.1K
|
497
$158K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
110+ 4.7% |
$24.2K - $27.6K
|
2.45K
$778K
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
110+ 7.06% |
$24.2K - $27.6K
|
1.67K
$530K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$23.8K - $27.1K
|
108
$34.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
107+ 0.7% |
$23.5K - $26.8K
|
15.4K
$4.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.7% |
$23.5K - $26.8K
|
6.4K
$2.03M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
106+ 4.43% |
$23.3K - $26.6K
|
2.5K
$793K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
106+ 1.68% |
$23.3K - $26.6K
|
6.42K
$2.04M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
105+ 0.78% |
$23.1K - $26.3K
|
13.5K
$4.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
105+ 0.26% |
$23.1K - $26.3K
|
40.4K
$12.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
105+ 2.62% |
$23.1K - $26.3K
|
4.12K
$1.31M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
104+ 1.0% |
$22.9K - $26.1K
|
10.5K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
103+ 3.28% |
$22.7K - $25.8K
|
3.24K
$1.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
102+ 1.03% |
$22.4K - $25.6K
|
9.99K
$3.17M
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
102+ 0.24% |
$22.4K - $25.6K
|
42K
$13.3M
|