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 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-204- 2.35% |
$44.9K - $51.2K
|
8.48K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-205- 0.09% |
$45.1K - $51.4K
|
216K
$67.4M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-209- 4.72% |
$46K - $52.4K
|
4.22K
$1.32M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-209- 11.34% |
$46K - $52.4K
|
1.63K
$509K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-209- 3.5% |
$46K - $52.4K
|
5.77K
$1.8M
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-210- 1.64% |
$46.2K - $52.7K
|
12.6K
$3.93M
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-210- 1.73% |
$46.2K - $52.7K
|
12K
$3.73M
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-210- 5.28% |
$46.2K - $52.7K
|
3.76K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-210- 14.53% |
$46.2K - $52.7K
|
1.24K
$385K
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-210- 14.17% |
$46.2K - $52.7K
|
1.27K
$396K
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-211- 0.96% |
$46.4K - $52.9K
|
21.8K
$6.8M
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-212- 8.35% |
$46.7K - $53.2K
|
2.33K
$725K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-215- 0.04% |
$47.3K - $53.9K
|
572K
$178M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-216- 89.63% |
$47.5K - $54.2K
|
25
$7.79K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-219- 0.16% |
$48.2K - $55K
|
139K
$43.3M
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-219- 1.92% |
$48.2K - $55K
|
11.2K
$3.49M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-220Closed |
$48.4K - $55.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-220- 1.41% |
$48.4K - $55.2K
|
15.4K
$4.8M
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-221- 0.52% |
$48.6K - $55.5K
|
42.4K
$13.2M
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-222- 0.32% |
$48.9K - $55.7K
|
69.5K
$21.7M
|
|
Nov 12, 2021
Q3 2021
|
Troy Asset Management LTD
|
SELL
|
- |
-222- 0.01% |
$48.9K - $55.7K
|
2.54M
$791M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 67.58% |
$49.1K - $56K
|
107
$33.3K
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-225- 5.07% |
$49.5K - $56.5K
|
4.22K
$1.31M
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-228- 3.33% |
$50.2K - $57.2K
|
6.61K
$2.06M
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-230- 9.41% |
$50.6K - $57.7K
|
2.22K
$690K
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-234- 0.57% |
$51.5K - $58.7K
|
41K
$12.8M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-235- 0.56% |
$51.7K - $59K
|
41.7K
$13M
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-235- 14.15% |
$51.7K - $59K
|
1.43K
$444K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-237- 1.24% |
$52.2K - $59.5K
|
18.9K
$5.89M
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-238- 0.99% |
$52.4K - $59.7K
|
23.9K
$7.44M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-239- 0.92% |
$52.6K - $60K
|
25.8K
$8.03M
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-240- 1.25% |
$52.8K - $60.2K
|
18.9K
$5.9M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-240- 2.13% |
$52.8K - $60.2K
|
11K
$3.43M
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-240- 1.4% |
$52.8K - $60.2K
|
17K
$5.28M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-241- 0.72% |
$53K - $60.5K
|
33.3K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-244- 0.3% |
$53.7K - $61.2K
|
82.2K
$25.6M
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-245- 0.34% |
$53.9K - $61.5K
|
72.4K
$22.6M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-249- 0.86% |
$54.8K - $62.5K
|
28.8K
$8.99M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-249- 2.66% |
$54.8K - $62.5K
|
9.11K
$2.84M
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 3.12% |
$55K - $62.7K
|
7.78K
$2.42M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-250- 8.59% |
$55K - $62.7K
|
2.66K
$830K
|
|
Nov 15, 2021
Q3 2021
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-250- 8.26% |
$55K - $62.7K
|
2.78K
$865K
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-250- 15.7% |
$55K - $62.7K
|
1.34K
$418K
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-250- 9.97% |
$55K - $62.7K
|
2.26K
$704K
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-250- 6.59% |
$55K - $62.7K
|
3.54K
$1.1M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-251- 10.6% |
$55.2K - $63K
|
2.12K
$659K
|
|
Nov 16, 2021
Q3 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-252- 1.32% |
$55.5K - $63.2K
|
18.8K
$5.85M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-253- 0.54% |
$55.7K - $63.5K
|
46.4K
$14.5M
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-253- 1.13% |
$55.7K - $63.5K
|
22.1K
$6.89M
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-254- 8.89% |
$55.9K - $63.7K
|
2.6K
$811K
|