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
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
175+ 4.16% |
$33.3K - $40.9K
|
4.38K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
174+ 4.5% |
$33.1K - $40.7K
|
4.04K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
174+ 12.07% |
$33.1K - $40.7K
|
1.62K
$501K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
174+ 1.75% |
$33.1K - $40.7K
|
10.1K
$3.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
173+ 1.02% |
$32.9K - $40.5K
|
17.1K
$5.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
173+ 5.11% |
$32.9K - $40.5K
|
3.56K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
170+ 6.05% |
$32.3K - $39.8K
|
2.98K
$923K
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
170+ 0.22% |
$32.3K - $39.8K
|
78.9K
$24.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
170+ 2.73% |
$32.3K - $39.8K
|
6.4K
$1.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
169+ 6.09% |
$32.1K - $39.5K
|
2.95K
$913K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
167+ 1.1% |
$31.8K - $39.1K
|
15.3K
$4.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
166+ 9.41% |
$31.6K - $38.8K
|
1.93K
$598K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
166+ 33.4% |
$31.6K - $38.8K
|
663
$205K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
165+ 2.17% |
$31.4K - $38.6K
|
7.78K
$2.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 3.38% |
$31K - $38.1K
|
4.98K
$1.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
162+ 11.83% |
$30.8K - $37.9K
|
1.53K
$474K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
162+ 1.37% |
$30.8K - $37.9K
|
12K
$3.71M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
161New |
$30.6K - $37.7K
|
161
$49.9K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
160+ 3.38% |
$30.4K - $37.4K
|
4.9K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
160+ 7.07% |
$30.4K - $37.4K
|
2.42K
$751K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
160+ 11.94% |
$30.4K - $37.4K
|
1.5K
$465K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
160+ 7.07% |
$30.4K - $37.4K
|
2.42K
$751K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
158+ 5.96% |
$30K - $37K
|
2.81K
$870K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
158+ 1.6% |
$30K - $37K
|
10K
$3.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
156+ 3.45% |
$29.7K - $36.5K
|
4.68K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
155New |
$29.5K - $36.3K
|
155
$48K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
154+ 7.59% |
$29.3K - $36K
|
2.18K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
154+ 8.91% |
$29.3K - $36K
|
1.88K
$584K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
154+ 14.42% |
$29.3K - $36K
|
1.22K
$379K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
153+ 0.79% |
$29.1K - $35.8K
|
19.6K
$6.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
152+ 1.05% |
$28.9K - $35.5K
|
14.6K
$4.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
150+ 0.36% |
$28.5K - $35.1K
|
41.7K
$12.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
150+ 2.54% |
$28.5K - $35.1K
|
6.05K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
149+ 9.88% |
$28.3K - $34.8K
|
1.66K
$514K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
146New |
$27.8K - $34.1K
|
146
$45.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
145+ 0.43% |
$27.6K - $33.9K
|
33.7K
$10.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
144+ 4.18% |
$27.4K - $33.7K
|
3.59K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
143+ 2.16% |
$27.2K - $33.4K
|
6.76K
$2.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
143+ 1.93% |
$27.2K - $33.4K
|
7.54K
$2.34M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
141+ 4.33% |
$26.8K - $33K
|
3.4K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
140+ 12.28% |
$26.6K - $32.7K
|
1.28K
$397K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
140+ 8.74% |
$26.6K - $32.7K
|
1.74K
$540K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
140+ 4.69% |
$26.6K - $32.7K
|
3.12K
$968K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
140+ 500.0% |
$26.6K - $32.7K
|
168
$52.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
136+ 8.35% |
$25.9K - $31.8K
|
1.76K
$547K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
135+ 0.31% |
$25.7K - $31.6K
|
44.3K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
135+ 21.33% |
$25.7K - $31.6K
|
768
$238K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
135+ 3.78% |
$25.7K - $31.6K
|
3.71K
$1.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
134+ 0.99% |
$25.5K - $31.3K
|
13.7K
$4.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
133+ 4.9% |
$25.3K - $31.1K
|
2.85K
$883K
|