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 02, 2021
Q3 2021
|
Tfc Financial Management
|
SELL
|
- |
-15- 5.54% |
$3.3K - $3.76K
|
256
$81.3K
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 2.31% |
$3.3K - $3.76K
|
633
$201K
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 0.21% |
$3.52K - $4.01K
|
7.55K
$2.4M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.58% |
$3.52K - $4.01K
|
2.76K
$878K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-17- 0.17% |
$3.74K - $4.27K
|
9.99K
$3.17M
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-18- 0.51% |
$3.96K - $4.52K
|
3.53K
$1.12M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-18- 0.09% |
$3.96K - $4.52K
|
19K
$6.05M
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
SELL
|
- |
-19- 1.76% |
$4.18K - $4.77K
|
1.06K
$336K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-20Closed |
$4.4K - $5.02K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20- 1.57% |
$4.4K - $5.02K
|
1.25K
$398K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-21- 3.02% |
$4.62K - $5.27K
|
675
$214K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-21- 0.93% |
$4.62K - $5.27K
|
2.25K
$713K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21- 0.14% |
$4.62K - $5.27K
|
14.7K
$4.67M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-21- 2.0% |
$4.62K - $5.27K
|
1.03K
$327K
|
|
Nov 03, 2021
Q3 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-22- 1.0% |
$4.84K - $5.52K
|
2.18K
$691K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-22- 0.58% |
$4.84K - $5.52K
|
3.8K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-22- 0.53% |
$4.84K - $5.52K
|
4.16K
$1.32M
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-24- 0.5% |
$5.28K - $6.02K
|
4.76K
$1.51M
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-24- 0.05% |
$5.28K - $6.02K
|
45.8K
$14.5M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-24- 0.43% |
$5.28K - $6.02K
|
5.62K
$1.79M
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-24- 2.19% |
$5.28K - $6.02K
|
1.07K
$341K
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-24- 1.03% |
$5.28K - $6.02K
|
2.3K
$729K
|
|
Oct 25, 2021
Q3 2021
|
Weybosset Research & Management LLC
|
SELL
|
- |
-24- 1.38% |
$5.28K - $6.02K
|
1.72K
$546K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-25- 0.35% |
$5.5K - $6.27K
|
7.21K
$2.29M
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-25- 0.93% |
$5.5K - $6.27K
|
2.65K
$843K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-25- 0.86% |
$5.5K - $6.27K
|
2.9K
$920K
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-25- 0.5% |
$5.5K - $6.27K
|
5.02K
$1.59M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.57% |
$5.5K - $6.27K
|
4.32K
$1.37M
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-26- 0.84% |
$5.72K - $6.52K
|
3.07K
$976K
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-27- 0.96% |
$5.94K - $6.78K
|
2.78K
$882K
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-27- 0.61% |
$5.94K - $6.78K
|
4.43K
$1.41M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27- 1.79% |
$5.94K - $6.78K
|
1.49K
$472K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-28- 0.15% |
$6.16K - $7.03K
|
18.8K
$5.98M
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-28- 0.27% |
$6.16K - $7.03K
|
10.5K
$3.34M
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-29- 0.48% |
$6.38K - $7.28K
|
6.01K
$1.91M
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-29- 0.77% |
$6.38K - $7.28K
|
3.75K
$1.19M
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-30- 0.14% |
$6.6K - $7.53K
|
21K
$6.66M
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-30- 1.66% |
$6.6K - $7.53K
|
1.78K
$565K
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-30- 0.17% |
$6.6K - $7.53K
|
17.6K
$5.6M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-31Closed |
$6.82K - $7.78K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-31- 0.05% |
$6.82K - $7.78K
|
61.5K
$19.5M
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-32- 1.95% |
$7.04K - $8.03K
|
1.61K
$512K
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-32- 0.37% |
$7.04K - $8.03K
|
8.72K
$2.77M
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-32- 2.87% |
$7.04K - $8.03K
|
1.08K
$344K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-32- 1.26% |
$7.04K - $8.03K
|
2.51K
$797K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-35- 20.47% |
$7.7K - $8.78K
|
136
$43.2K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.12% |
$7.7K - $8.78K
|
28.9K
$9.2M
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-35- 0.51% |
$7.7K - $8.78K
|
6.81K
$2.16M
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-36- 2.44% |
$7.92K - $9.03K
|
1.44K
$458K
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-36- 3.42% |
$7.92K - $9.03K
|
1.02K
$323K
|