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 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-432- 6.87% |
$95.1K - $108K
|
5.86K
$1.86M
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-433- 2.06% |
$95.3K - $109K
|
20.6K
$6.55M
|
|
Nov 12, 2021
Q3 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-434- 0.25% |
$95.5K - $109K
|
172K
$54.6M
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-435- 0.98% |
$95.7K - $109K
|
44.1K
$14M
|
|
Nov 12, 2021
Q3 2021
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-435- 26.33% |
$95.7K - $109K
|
1.22K
$387K
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-438- 5.08% |
$96.4K - $110K
|
8.19K
$2.6M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-452- 0.38% |
$99.5K - $113K
|
117K
$37.3M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-453- 0.9% |
$99.7K - $114K
|
50.1K
$15.9M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-454- 5.36% |
$99.9K - $114K
|
8.02K
$2.55M
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-460Closed |
$101K - $115K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-465- 15.03% |
$102K - $117K
|
2.63K
$835K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-466- 0.72% |
$103K - $117K
|
64.6K
$20.5M
|
|
May 26, 2023
Q3 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-468- 0.73% |
$103K - $117K
|
63.7K
$20.2M
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-470- 1.28% |
$103K - $118K
|
36.3K
$11.5M
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-473- 2.09% |
$104K - $119K
|
22.2K
$7.04M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-474- 14.07% |
$104K - $119K
|
2.9K
$920K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-475- 0.22% |
$105K - $119K
|
211K
$67.2M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-480- 1.55% |
$106K - $120K
|
30.4K
$9.67M
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-484- 28.09% |
$107K - $121K
|
1.24K
$394K
|
|
Nov 08, 2021
Q3 2021
|
Geneva Capital Management LLC
|
SELL
|
- |
-485- 2.8% |
$107K - $122K
|
16.9K
$5.36M
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-492- 1.67% |
$108K - $123K
|
28.9K
$9.19M
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-500- 14.94% |
$110K - $125K
|
2.85K
$904K
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-500- 6.19% |
$110K - $125K
|
7.57K
$2.41M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-502- 52.4% |
$110K - $126K
|
456
$145K
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-512Closed |
$113K - $128K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-518- 1.71% |
$114K - $130K
|
29.7K
$9.45M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-528- 16.38% |
$116K - $132K
|
2.7K
$856K
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-531- 4.51% |
$117K - $133K
|
11.2K
$3.57M
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-538- 1.64% |
$118K - $135K
|
32.3K
$10.3M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-543- 8.91% |
$119K - $136K
|
5.55K
$1.76M
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-545- 5.71% |
$120K - $137K
|
9.01K
$2.86M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-547Closed |
$120K - $137K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-552- 0.64% |
$121K - $139K
|
85.5K
$27.2M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-556- 2.09% |
$122K - $140K
|
26.1K
$8.29M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-559- 20.97% |
$123K - $140K
|
2.11K
$669K
|
|
Nov 12, 2021
Q3 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-560- 1.96% |
$123K - $141K
|
28.1K
$8.92M
|
|
Oct 13, 2021
Q3 2021
|
Northcape Capital Pty LTD
|
SELL
|
- |
-566- 3.35% |
$125K - $142K
|
16.3K
$5.18M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-572- 1.73% |
$126K - $144K
|
32.6K
$10.4M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-589- 4.24% |
$130K - $148K
|
13.3K
$4.22M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-590- 14.59% |
$130K - $148K
|
3.45K
$1.1M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-592- 2.93% |
$130K - $149K
|
19.6K
$6.23M
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-595- 21.29% |
$131K - $149K
|
2.2K
$699K
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-595- 0.4% |
$131K - $149K
|
149K
$47.2M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-613- 9.2% |
$135K - $154K
|
6.05K
$1.92M
|
|
Nov 15, 2021
Q3 2021
|
Stewart Asset Management, LLC
|
SELL
|
- |
-613- 17.22% |
$135K - $154K
|
2.95K
$936K
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-616- 11.59% |
$136K - $155K
|
4.7K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-616- 3.04% |
$136K - $155K
|
19.7K
$6.25M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-616- 31.11% |
$136K - $155K
|
1.36K
$433K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-621- 1.89% |
$137K - $156K
|
32.3K
$10.3M
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-622- 27.61% |
$137K - $156K
|
1.63K
$518K
|