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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 1.01% |
$4.18K - $4.77K
|
1.9K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19+ 0.11% |
$4.18K - $4.77K
|
16.9K
$5.37M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
18+ 1.02% |
$3.96K - $4.52K
|
1.78K
$565K
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
17+ 0.49% |
$3.74K - $4.27K
|
3.48K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17+ 0.87% |
$3.74K - $4.27K
|
1.97K
$626K
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
17+ 1.29% |
$3.74K - $4.27K
|
1.34K
$424K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
16+ 1.67% |
$3.52K - $4.01K
|
973
$309K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
16+ 0.12% |
$3.52K - $4.01K
|
13.1K
$4.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
16+ 0.54% |
$3.52K - $4.01K
|
2.98K
$946K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
15+ 0.38% |
$3.3K - $3.76K
|
3.95K
$1.26M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.98% |
$3.3K - $3.76K
|
1.55K
$492K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
14+ 0.39% |
$3.08K - $3.51K
|
3.62K
$1.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
14+ 0.22% |
$3.08K - $3.51K
|
6.44K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14+ 1.74% |
$3.08K - $3.51K
|
819
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14+ 0.39% |
$3.08K - $3.51K
|
3.62K
$1.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
13+ 0.49% |
$2.86K - $3.26K
|
2.67K
$847K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13+ 0.11% |
$2.86K - $3.26K
|
11.5K
$3.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
13+ 0.71% |
$2.86K - $3.26K
|
1.84K
$584K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.6% |
$2.86K - $3.26K
|
827
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
13+ 1.06% |
$2.86K - $3.26K
|
1.24K
$393K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
12+ 1.08% |
$2.64K - $3.01K
|
1.12K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
12+ 0.31% |
$2.64K - $3.01K
|
3.84K
$1.22M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
12+ 1.16% |
$2.64K - $3.01K
|
1.05K
$332K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
12+ 13.64% |
$2.64K - $3.01K
|
100
$31.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
12+ 0.1% |
$2.64K - $3.01K
|
12.5K
$3.98M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
12+ 1.7% |
$2.64K - $3.01K
|
716
$227K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
11+ 0.58% |
$2.42K - $2.76K
|
1.9K
$604K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
10+ 0.89% |
$2.2K - $2.51K
|
1.13K
$359K
|
|
|
Nov 05, 2021
Q3 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
10+ 0.03% |
$2.2K - $2.51K
|
33.5K
$10.7M
|
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
10+ 0.17% |
$2.2K - $2.51K
|
5.92K
$1.88M
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10+ 0.11% |
$2.2K - $2.51K
|
9.04K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
10+ 0.01% |
$2.2K - $2.51K
|
72K
$22.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.09% |
$2.2K - $2.51K
|
11K
$3.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.9% |
$2.2K - $2.51K
|
1.12K
$355K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.2% |
$2.2K - $2.51K
|
5.07K
$1.61M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.8% |
$2.2K - $2.51K
|
1.27K
$402K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
9+ 0.02% |
$1.98K - $2.26K
|
52.6K
$16.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
9New |
$1.98K - $2.26K
|
9
$2.86K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
9+ 0.66% |
$1.98K - $2.26K
|
1.37K
$435K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
9+ 0.31% |
$1.98K - $2.26K
|
2.91K
$923K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
9+ 0.03% |
$1.98K - $2.26K
|
30.4K
$9.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.91% |
$1.98K - $2.26K
|
993
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
9+ 0.62% |
$1.98K - $2.26K
|
1.45K
$461K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
9+ 5.42% |
$1.98K - $2.26K
|
175
$55.6K
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9+ 0.12% |
$1.98K - $2.26K
|
7.72K
$2.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
8+ 0.22% |
$1.76K - $2.01K
|
3.57K
$1.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$1.76K - $2.01K
|
3.35K
$1.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.97% |
$1.76K - $2.01K
|
833
$265K
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8+ 0.04% |
$1.76K - $2.01K
|
21.3K
$6.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7+ 0.02% |
$1.54K - $1.76K
|
30.9K
$9.82M
|