Purchases and Sales Made in Q4 2021 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$603K - $742K
|
3.17K
$983K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.15KNew |
$599K - $737K
|
3.15K
$976K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.14K+ 5.4% |
$597K - $735K
|
61.3K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.14K+ 2.11% |
$597K - $734K
|
152K
$47M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.12K+ 0.94% |
$594K - $730K
|
337K
$104M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.1K+ 36.83% |
$589K - $724K
|
11.5K
$3.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
3.1K+ 2.55% |
$589K - $724K
|
125K
$38.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$588K - $723K
|
3.09K
$958K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.07KNew |
$584K - $719K
|
3.07K
$952K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.07KNew |
$584K - $718K
|
3.07K
$951K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.06K+ 12.69% |
$581K - $715K
|
27.1K
$8.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.05K+ 2.93% |
$580K - $714K
|
107K
$33.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
3.05KNew |
$579K - $712K
|
3.05K
$944K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.04K+ 21.49% |
$578K - $710K
|
17.2K
$5.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.04K+ 3.16% |
$577K - $710K
|
99K
$30.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.03K+ 67.5% |
$576K - $709K
|
7.52K
$2.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.03K+ 19.65% |
$576K - $709K
|
18.5K
$5.72M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.01KNew |
$572K - $703K
|
3.01K
$932K
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3KNew |
$571K - $702K
|
3K
$930K
|
|
|
Feb 08, 2022
Q4 2021
|
Galibier Capital Management Ltd.
|
BUY
|
- |
3KNew |
$570K - $702K
|
3K
$930K
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3K+ 22.22% |
$570K - $702K
|
16.5K
$5.11M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.99KNew |
$569K - $700K
|
2.99K
$927K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.99K+ 11.74% |
$568K - $699K
|
28.4K
$8.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.97K+ 5.76% |
$565K - $695K
|
54.6K
$16.9M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2.97KNew |
$565K - $695K
|
2.97K
$921K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
2.97K+ 9.87% |
$564K - $694K
|
33K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
2.96K+ 2.52% |
$562K - $692K
|
120K
$37.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.91K+ 106.39% |
$554K - $681K
|
5.65K
$1.75M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.9K+ 252.96% |
$552K - $679K
|
4.05K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.88KNew |
$547K - $672K
|
2.88K
$891K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$543K - $667K
|
2.85K
$884K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.84KNew |
$541K - $665K
|
2.84K
$881K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 5.23% |
$541K - $665K
|
57.2K
$17.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
2.84K+ 15.63% |
$541K - $665K
|
21K
$6.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.84KNew |
$540K - $664K
|
2.84K
$880K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.83KNew |
$538K - $662K
|
2.83K
$877K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.82KNew |
$535K - $658K
|
2.82K
$872K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.81KNew |
$534K - $657K
|
2.81K
$870K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2.81K+ 496.64% |
$534K - $656K
|
3.37K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.76K+ 12.06% |
$525K - $646K
|
25.7K
$7.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.71K+ 6.42% |
$516K - $635K
|
45K
$13.9M
|
|
|
May 13, 2022
Q4 2021
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$513K - $631K
|
2.7K
$837K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.69KNew |
$511K - $629K
|
2.69K
$833K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$510K - $627K
|
2.68K
$831K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.68K+ 40.93% |
$510K - $627K
|
9.23K
$2.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.67K+ 2.88% |
$508K - $625K
|
95.6K
$29.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
2.67KNew |
$508K - $624K
|
2.67K
$827K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Investment Management
|
BUY
|
- |
2.65K+ 3.85% |
$504K - $620K
|
71.5K
$22.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
2.65KNew |
$503K - $619K
|
2.65K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.64K+ 10.71% |
$502K - $618K
|
27.3K
$8.46M
|