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 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.07K+ 2.2% |
$203K - $250K
|
49.6K
$15.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.07KNew |
$203K - $249K
|
1.07K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 4.35% |
$199K - $245K
|
25.1K
$7.79M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.05K+ 2.22% |
$199K - $245K
|
48.2K
$14.9M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05KNew |
$199K - $245K
|
1.05K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.05K+ 1.52% |
$199K - $245K
|
69.9K
$21.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.05K+ 0.26% |
$199K - $244K
|
398K
$123M
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
1.04KNew |
$198K - $244K
|
1.04K
$323K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.04KNew |
$198K - $243K
|
1.04K
$322K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.04K+ 29.58% |
$197K - $242K
|
4.54K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
1.04KNew |
$197K - $242K
|
1.04K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.03K+ 0.6% |
$195K - $240K
|
174K
$53.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.02K+ 12.75% |
$195K - $239K
|
9.06K
$2.81M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.01K+ 66.71% |
$193K - $237K
|
2.53K
$785K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.01K+ 121.13% |
$192K - $236K
|
1.84K
$571K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 57.89% |
$192K - $236K
|
2.75K
$853K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1K+ 5.74% |
$191K - $235K
|
18.5K
$5.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
999New |
$190K - $234K
|
999
$310K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
999New |
$190K - $234K
|
999
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
998+ 12.5% |
$190K - $233K
|
8.98K
$2.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
996New |
$189K - $233K
|
996
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
992+ 8.28% |
$189K - $232K
|
13K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
991+ 2.97% |
$188K - $232K
|
34.3K
$10.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
990+ 18.44% |
$188K - $232K
|
6.36K
$1.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
989+ 3.03% |
$188K - $231K
|
33.6K
$10.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
988New |
$188K - $231K
|
988
$306K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
988+ 1.06% |
$188K - $231K
|
94.1K
$29.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
983New |
$187K - $230K
|
983
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
982+ 0.98% |
$187K - $230K
|
101K
$31.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
976+ 0.74% |
$186K - $228K
|
132K
$41M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
974+ 49.14% |
$185K - $228K
|
2.96K
$916K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
974+ 8.09% |
$185K - $228K
|
13K
$4.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
970+ 0.9% |
$184K - $227K
|
109K
$33.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
963New |
$183K - $225K
|
963
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
956+ 24.82% |
$182K - $224K
|
4.81K
$1.49M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
953+ 17.33% |
$181K - $223K
|
6.45K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
951+ 29.39% |
$181K - $222K
|
4.19K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
950+ 22.7% |
$181K - $222K
|
5.14K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
949+ 1.97% |
$180K - $222K
|
49.1K
$15.2M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
948New |
$180K - $222K
|
948
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
944+ 5.19% |
$180K - $221K
|
19.1K
$5.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
944New |
$180K - $221K
|
944
$293K
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
939New |
$179K - $220K
|
939
$291K
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
939+ 4.06% |
$179K - $220K
|
24.1K
$7.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
938+ 3.08% |
$178K - $219K
|
31.4K
$9.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
937+ 11.73% |
$178K - $219K
|
8.92K
$2.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
933+ 1.91% |
$177K - $218K
|
49.9K
$15.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
930+ 68.84% |
$177K - $218K
|
2.28K
$707K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
929+ 20.12% |
$177K - $217K
|
5.55K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
919+ 1.61% |
$175K - $215K
|
57.9K
$17.9M
|