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 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
98+ 6.0% |
$18.6K - $22.9K
|
1.73K
$537K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
95+ 1.64% |
$18.1K - $22.2K
|
5.9K
$1.83M
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
95+ 4.65% |
$18.1K - $22.2K
|
2.14K
$663K
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
94+ 9.73% |
$17.9K - $22K
|
1.06K
$329K
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
94+ 0.66% |
$17.9K - $22K
|
14.4K
$4.45M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
92+ 9.19% |
$17.5K - $21.5K
|
1.09K
$339K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
92New |
$17.5K - $21.5K
|
92
$28.5K
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
89+ 4.4% |
$16.9K - $20.8K
|
2.11K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
89+ 8.29% |
$16.9K - $20.8K
|
1.16K
$360K
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
88+ 4.91% |
$16.7K - $20.6K
|
1.88K
$583K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
88+ 1.21% |
$16.7K - $20.6K
|
7.38K
$2.29M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
88+ 3.04% |
$16.7K - $20.6K
|
2.98K
$924K
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
87+ 0.75% |
$16.5K - $20.3K
|
11.7K
$3.61M
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
86+ 6.03% |
$16.4K - $20.1K
|
1.51K
$469K
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
85+ 3.27% |
$16.2K - $19.9K
|
2.69K
$833K
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
84New |
$16K - $19.6K
|
84
$26K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
84+ 2.4% |
$16K - $19.6K
|
3.59K
$1.11M
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
83+ 2.1% |
$15.8K - $19.4K
|
4.03K
$1.25M
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
82+ 1.35% |
$15.6K - $19.2K
|
6.13K
$1.9M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
81+ 0.14% |
$15.4K - $18.9K
|
56.5K
$17.5M
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
78+ 6.5% |
$14.8K - $18.2K
|
1.28K
$396K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
77+ 25.84% |
$14.6K - $18K
|
375
$116K
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
77+ 1.05% |
$14.6K - $18K
|
7.43K
$2.3M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
77+ 2.94% |
$14.6K - $18K
|
2.7K
$836K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
76New |
$14.5K - $17.8K
|
76
$23.6K
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
75+ 2.24% |
$14.3K - $17.5K
|
3.43K
$1.06M
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
75+ 6.67% |
$14.3K - $17.5K
|
1.2K
$372K
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
75+ 0.6% |
$14.3K - $17.5K
|
12.5K
$3.87M
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
75New |
$14.3K - $17.5K
|
75
$23.2K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
75+ 1.01% |
$14.3K - $17.5K
|
7.48K
$2.32M
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
74+ 1.16% |
$14.1K - $17.3K
|
6.44K
$2M
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
73+ 1.71% |
$13.9K - $17.1K
|
4.34K
$1.34M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
72+ 0.36% |
$13.7K - $16.8K
|
19.8K
$6.14M
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
72+ 0.16% |
$13.7K - $16.8K
|
45.3K
$14M
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
71+ 5.43% |
$13.5K - $16.6K
|
1.38K
$427K
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
71New |
$13.5K - $16.6K
|
71
$22K
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
71+ 0.54% |
$13.5K - $16.6K
|
13.1K
$4.07M
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
71+ 4.0% |
$13.5K - $16.6K
|
1.85K
$573K
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
71+ 0.41% |
$13.5K - $16.6K
|
17.2K
$5.34M
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
71+ 9.92% |
$13.5K - $16.6K
|
787
$244K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
70+ 3.52% |
$13.3K - $16.4K
|
2.06K
$638K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
70New |
$13.3K - $16.4K
|
70
$21.7K
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
70+ 8.82% |
$13.3K - $16.4K
|
864
$268K
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
70+ 3.22% |
$13.3K - $16.4K
|
2.25K
$696K
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
70+ 1.22% |
$13.3K - $16.4K
|
5.81K
$1.8M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
69+ 2.04% |
$13.1K - $16.1K
|
3.46K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
69+ 0.26% |
$13.1K - $16.1K
|
26.2K
$8.11M
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
68+ 0.9% |
$12.9K - $15.9K
|
7.62K
$2.36M
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
68+ 0.48% |
$12.9K - $15.9K
|
14.3K
$4.44M
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
67+ 4.17% |
$12.7K - $15.7K
|
1.67K
$519K
|