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
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
55+ 0.16% |
$12.1K - $13.8K
|
34.3K
$10.9M
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
54+ 0.8% |
$11.9K - $13.6K
|
6.79K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
54+ 0.29% |
$11.9K - $13.6K
|
19K
$6.02M
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
51+ 0.3% |
$11.2K - $12.8K
|
17K
$5.41M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
51+ 1.98% |
$11.2K - $12.8K
|
2.62K
$833K
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
50+ 1.58% |
$11K - $12.5K
|
3.22K
$1.02M
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
50+ 0.21% |
$11K - $12.5K
|
24K
$7.62M
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.41% |
$11K - $12.5K
|
12.3K
$3.89M
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50+ 1.63% |
$11K - $12.5K
|
3.12K
$990K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
49+ 1.09% |
$10.8K - $12.3K
|
4.53K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 0.86% |
$10.8K - $12.3K
|
5.76K
$1.83M
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
48+ 0.3% |
$10.6K - $12K
|
16K
$5.07M
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
47+ 0.94% |
$10.3K - $11.8K
|
5.07K
$1.61M
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
47+ 46.53% |
$10.3K - $11.8K
|
148
$47K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47+ 0.48% |
$10.3K - $11.8K
|
9.93K
$3.16M
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
46+ 0.86% |
$10.1K - $11.5K
|
5.37K
$1.71M
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
46+ 0.06% |
$10.1K - $11.5K
|
70.8K
$22.5M
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
46+ 3.68% |
$10.1K - $11.5K
|
1.3K
$412K
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
46+ 0.74% |
$10.1K - $11.5K
|
6.25K
$1.99M
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
45+ 0.14% |
$9.9K - $11.3K
|
31.8K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.05% |
$9.9K - $11.3K
|
90.9K
$28.9M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 0.09% |
$9.9K - $11.3K
|
51.4K
$16.3M
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
45+ 1.06% |
$9.9K - $11.3K
|
4.28K
$1.36M
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
44+ 4.07% |
$9.68K - $11K
|
1.12K
$357K
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
44+ 3.04% |
$9.68K - $11K
|
1.49K
$474K
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
43+ 1.34% |
$9.46K - $10.8K
|
3.25K
$1.03M
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
43+ 0.12% |
$9.46K - $10.8K
|
35.1K
$11.2M
|
|
Nov 10, 2021
Q3 2021
|
Jlb & Associates Inc
|
BUY
|
- |
42+ 0.8% |
$9.24K - $10.5K
|
5.32K
$1.69M
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42+ 0.72% |
$9.24K - $10.5K
|
5.9K
$1.87M
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42+ 0.75% |
$9.24K - $10.5K
|
5.68K
$1.8M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
41+ 1.78% |
$9.02K - $10.3K
|
2.35K
$746K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41+ 1.96% |
$9.02K - $10.3K
|
2.13K
$678K
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.01% |
$8.8K - $10K
|
416K
$132M
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 2.87% |
$8.8K - $10K
|
1.44K
$456K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 23.67% |
$8.8K - $10K
|
209
$66.4K
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
40+ 2.74% |
$8.8K - $10K
|
1.5K
$476K
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
39+ 1.24% |
$8.58K - $9.79K
|
3.19K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
39+ 4.4% |
$8.58K - $9.79K
|
925
$294K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
38+ 0.31% |
$8.36K - $9.54K
|
12.4K
$3.94M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
38+ 0.67% |
$8.36K - $9.54K
|
5.74K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
37+ 1.76% |
$8.14K - $9.28K
|
2.14K
$680K
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
37+ 1.73% |
$8.14K - $9.28K
|
2.18K
$691K
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
37+ 1.71% |
$8.14K - $9.28K
|
2.2K
$700K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.36% |
$7.92K - $9.03K
|
9.98K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 0.98% |
$7.92K - $9.03K
|
3.73K
$1.18M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
36+ 1.81% |
$7.92K - $9.03K
|
2.02K
$643K
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
36+ 0.78% |
$7.92K - $9.03K
|
4.64K
$1.48M
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.34% |
$7.7K - $8.78K
|
10.4K
$3.31M
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
35+ 12.87% |
$7.7K - $8.78K
|
307
$97.5K
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
35+ 1.16% |
$7.7K - $8.78K
|
3.06K
$971K
|