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 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7+ 0.02% |
$1.54K - $1.76K
|
30.9K
$9.51M
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
7+ 0.16% |
$1.54K - $1.76K
|
4.52K
$1.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 3.78% |
$1.54K - $1.76K
|
192
$59.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.09% |
$1.54K - $1.76K
|
7.51K
$2.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.22% |
$1.54K - $1.76K
|
3.2K
$985K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6New |
$1.32K - $1.51K
|
6
$1.85K
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6+ 0.15% |
$1.32K - $1.51K
|
3.97K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.23% |
$1.32K - $1.51K
|
2.63K
$808K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.14% |
$1.32K - $1.51K
|
4.2K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5+ 0.03% |
$1.1K - $1.25K
|
15.9K
$4.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.14% |
$1.1K - $1.25K
|
3.53K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$1.1K - $1.25K
|
5.05K
$1.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
4+ 0.14% |
$880 - $1K
|
2.8K
$862K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.02% |
$880 - $1K
|
20.8K
$6.38M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.22% |
$880 - $1K
|
1.83K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.32% |
$880 - $1K
|
1.27K
$390K
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3+ 0.18% |
$660 - $753
|
1.64K
$505K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
3+ 0.1% |
$660 - $753
|
2.96K
$912K
|
|
|
Nov 01, 2021
Q3 2021
|
F
|
BUY
|
- |
3+ 0.24% |
$660 - $753
|
1.23K
$378K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.08% |
$660 - $753
|
3.99K
$1.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
2+ 0.21% |
$440 - $502
|
963
$296K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 1.0% |
$440 - $502
|
203
$62.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2+ 0.04% |
$440 - $502
|
4.92K
$1.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2New |
$440 - $502
|
2
$615
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$220 - $251
|
7.53K
$2.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.16% |
$220 - $251
|
613
$189K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.03% |
$220 - $251
|
3.4K
$1.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$220 - $251
|
6.05K
$1.86M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$220 - $251
|
5.11K
$1.57M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$220 - $251
|
1.14K
$351K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.05% |
$220 - $251
|
2.05K
$631K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$220 - $251
|
1.39K
$427K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$220 - $251
|
4.18K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.03% |
$220 - $251
|
3.09K
$952K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.04% |
$220 - $251
|
2.53K
$778K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$220 - $251
|
12
$3.69K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$220 - $251
|
1K
$308K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.06% |
$220 - $251
|
1.61K
$495K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.04% |
$220 - $251
|
2.26K
$697K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$220 - $251
|
1.51K
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$220 - $251
|
4
$1.23K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$220 - $251
|
3.24K
$998K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.04% |
$220 - $251
|
2.67K
$822K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.57% |
$220 - $251
|
175
$53.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.26% |
$220 - $251
|
382
$118K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.2% |
$220 - $251
|
492
$151K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.04% |
$220 - $251
|
2.26K
$697K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.04% |
$220 - $251
|
2.46K
$757K
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.01% |
$220 - $251
|
9.63K
$2.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$220 - $251
|
25.1K
$7.73M
|