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
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1- -0.0% |
$220 - $251
|
23.7K
$7.53M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1- 0.01% |
$220 - $251
|
18.6K
$5.89M
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.01% |
$440 - $502
|
21.5K
$6.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3- 0.02% |
$660 - $753
|
19.7K
$6.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3- 0.09% |
$660 - $753
|
3.51K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 0.15% |
$880 - $1K
|
2.62K
$831K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-4- 0.03% |
$880 - $1K
|
14.5K
$4.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- -0.0% |
$880 - $1K
|
139K
$44.1M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-4- 0.02% |
$880 - $1K
|
19.4K
$6.15M
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-5- 0.52% |
$1.1K - $1.25K
|
952
$302K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-5- 0.16% |
$1.1K - $1.25K
|
3.22K
$1.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-5- 4.27% |
$1.1K - $1.25K
|
112
$35.6K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5- 0.21% |
$1.1K - $1.25K
|
2.39K
$759K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.06% |
$1.1K - $1.25K
|
9K
$2.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.49% |
$1.1K - $1.25K
|
1.02K
$323K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-5- 0.25% |
$1.1K - $1.25K
|
2.03K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5- 0.27% |
$1.1K - $1.25K
|
1.86K
$591K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-6- 0.24% |
$1.32K - $1.51K
|
2.45K
$778K
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
SELL
|
- |
-6- 0.01% |
$1.32K - $1.51K
|
47.3K
$15M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.49% |
$1.32K - $1.51K
|
1.22K
$387K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.56% |
$1.32K - $1.51K
|
1.06K
$337K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 0.05% |
$1.54K - $1.76K
|
15.2K
$4.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.28% |
$1.54K - $1.76K
|
2.53K
$805K
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-7- 0.01% |
$1.54K - $1.76K
|
53.4K
$17M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-8- 0.01% |
$1.76K - $2.01K
|
64.3K
$20.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-8- 0.03% |
$1.76K - $2.01K
|
24.7K
$7.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-8- 0.07% |
$1.76K - $2.01K
|
11.9K
$3.77M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-8- 0.24% |
$1.76K - $2.01K
|
3.35K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-8- 0.12% |
$1.76K - $2.01K
|
6.6K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 0.08% |
$1.76K - $2.01K
|
9.64K
$3.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-9- 0.94% |
$1.98K - $2.26K
|
947
$301K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-9- 0.2% |
$1.98K - $2.26K
|
4.42K
$1.4M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 1.71% |
$1.98K - $2.26K
|
517
$164K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-9- 0.77% |
$1.98K - $2.26K
|
1.16K
$368K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-9- 0.55% |
$1.98K - $2.26K
|
1.63K
$517K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9- 0.16% |
$1.98K - $2.26K
|
5.52K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.04% |
$1.98K - $2.26K
|
20.7K
$6.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-10- 0.36% |
$2.2K - $2.51K
|
2.76K
$876K
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-10- 0.41% |
$2.2K - $2.51K
|
2.42K
$768K
|
|
|
Nov 15, 2021
Q3 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-10- 0.01% |
$2.2K - $2.51K
|
73.4K
$23.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11- 0.69% |
$2.42K - $2.76K
|
1.57K
$500K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-11- 0.27% |
$2.42K - $2.76K
|
4.02K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-12- 0.17% |
$2.64K - $3.01K
|
7.21K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12- 1.87% |
$2.64K - $3.01K
|
630
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 1.1% |
$2.64K - $3.01K
|
1.08K
$344K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13- 1.26% |
$2.86K - $3.26K
|
1.02K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-13- 1.3% |
$2.86K - $3.26K
|
984
$313K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13Closed |
$2.86K - $3.26K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.65% |
$3.3K - $3.76K
|
2.28K
$724K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-15- 4.23% |
$3.3K - $3.76K
|
340
$108K
|