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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
67+ 2.81% |
$12.7K - $15.7K
|
2.46K
$761K
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
66+ 2.05% |
$12.6K - $15.4K
|
3.28K
$1.02M
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
66+ 1.3% |
$12.6K - $15.4K
|
5.13K
$1.59M
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 2.3% |
$12.6K - $15.4K
|
2.93K
$908K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
66+ 5.31% |
$12.6K - $15.4K
|
1.31K
$406K
|
|
Feb 14, 2022
Q4 2021
|
Marshfield Associates
Washington, DC |
BUY
|
- |
65+ 0.01% |
$12.4K - $15.2K
|
761K
$236M
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
65+ 1.29% |
$12.4K - $15.2K
|
5.12K
$1.59M
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
64+ 3.5% |
$12.2K - $15K
|
1.89K
$587K
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
63+ 1.22% |
$12K - $14.7K
|
5.23K
$1.62M
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
62+ 0.08% |
$11.8K - $14.5K
|
75.4K
$23.4M
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
62+ 13.6% |
$11.8K - $14.5K
|
518
$161K
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
62+ 6.26% |
$11.8K - $14.5K
|
1.05K
$326K
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.96% |
$11.4K - $14K
|
3.13K
$969K
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
60+ 0.07% |
$11.4K - $14K
|
91.6K
$28.4M
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
60+ 1.71% |
$11.4K - $14K
|
3.57K
$1.11M
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
60+ 2.14% |
$11.4K - $14K
|
2.86K
$887K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
59+ 1.57% |
$11.2K - $13.8K
|
3.83K
$1.19M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 2.79% |
$11K - $13.6K
|
2.14K
$663K
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
57+ 2.0% |
$10.8K - $13.3K
|
2.9K
$900K
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
56+ 50.0% |
$10.6K - $13.1K
|
168
$52.1K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
56+ 3.07% |
$10.6K - $13.1K
|
1.88K
$582K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 1.57% |
$10.5K - $12.9K
|
3.56K
$1.1M
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
55+ 0.52% |
$10.5K - $12.9K
|
10.6K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
55+ 1.32% |
$10.5K - $12.9K
|
4.22K
$1.31M
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
54+ 0.19% |
$10.3K - $12.6K
|
28.4K
$8.79M
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
54+ 0.18% |
$10.3K - $12.6K
|
30.4K
$9.43M
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
54+ 0.42% |
$10.3K - $12.6K
|
12.8K
$3.96M
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
50+ 2.6% |
$9.51K - $11.7K
|
1.97K
$611K
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 1.07% |
$9.51K - $11.7K
|
4.73K
$1.46M
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
50+ 0.29% |
$9.51K - $11.7K
|
17.3K
$5.35M
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
49+ 2.2% |
$9.32K - $11.5K
|
2.27K
$704K
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
48+ 1.19% |
$9.13K - $11.2K
|
4.09K
$1.27M
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
48+ 1.5% |
$9.13K - $11.2K
|
3.24K
$1M
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
48+ 0.96% |
$9.13K - $11.2K
|
5.06K
$1.57M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
48+ 0.35% |
$9.13K - $11.2K
|
13.9K
$4.32M
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
48+ 1.39% |
$9.13K - $11.2K
|
3.5K
$1.09M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
47+ 0.11% |
$8.94K - $11K
|
44.2K
$13.7M
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
47+ 0.96% |
$8.94K - $11K
|
4.95K
$1.53M
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
46+ 0.81% |
$8.75K - $10.8K
|
5.76K
$1.78M
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
46+ 0.96% |
$8.75K - $10.8K
|
4.85K
$1.5M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
46+ 3.09% |
$8.75K - $10.8K
|
1.54K
$476K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45+ 0.43% |
$8.56K - $10.5K
|
10.6K
$3.27M
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
45+ 3.12% |
$8.56K - $10.5K
|
1.49K
$461K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
44+ 0.29% |
$8.37K - $10.3K
|
15.2K
$4.72M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
43+ 1.09% |
$8.18K - $10.1K
|
4K
$1.24M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43+ 0.82% |
$8.18K - $10.1K
|
5.29K
$1.64M
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
43+ 2.06% |
$8.18K - $10.1K
|
2.13K
$659K
|
|
Feb 11, 2022
Q4 2021
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
42+ 0.03% |
$7.99K - $9.82K
|
141K
$43.7M
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
41+ 1.71% |
$7.8K - $9.59K
|
2.44K
$757K
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
41+ 1.14% |
$7.8K - $9.59K
|
3.62K
$1.12M
|