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 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
41+ 2.25% |
$7.8K - $9.59K
|
1.86K
$577K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
40+ 0.11% |
$7.61K - $9.36K
|
37.8K
$11.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
40+ 0.06% |
$7.61K - $9.36K
|
71.3K
$22.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
39+ 0.9% |
$7.42K - $9.12K
|
4.35K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.94% |
$7.42K - $9.12K
|
1.37K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
39+ 0.93% |
$7.42K - $9.12K
|
4.25K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
39+ 2.19% |
$7.42K - $9.12K
|
1.82K
$564K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 1.42% |
$7.23K - $8.89K
|
2.72K
$843K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
38+ 0.14% |
$7.23K - $8.89K
|
27.3K
$8.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 0.24% |
$7.23K - $8.89K
|
15.7K
$4.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37+ 0.11% |
$7.04K - $8.65K
|
34.3K
$10.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
37+ 1.3% |
$7.04K - $8.65K
|
2.87K
$890K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37+ 1.9% |
$7.04K - $8.65K
|
1.98K
$614K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
37+ 2.02% |
$7.04K - $8.65K
|
1.87K
$579K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
36+ 1.55% |
$6.85K - $8.42K
|
2.36K
$731K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 1.0% |
$6.66K - $8.19K
|
3.55K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
35+ 0.27% |
$6.66K - $8.19K
|
13K
$4.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
35+ 8.25% |
$6.66K - $8.19K
|
459
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
35+ 3.14% |
$6.66K - $8.19K
|
1.15K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 4.92% |
$6.66K - $8.19K
|
747
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
34+ 0.86% |
$6.47K - $7.95K
|
3.97K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
34+ 2.38% |
$6.47K - $7.95K
|
1.46K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
34New |
$6.47K - $7.95K
|
34
$10.5K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
34+ 2.68% |
$6.47K - $7.95K
|
1.3K
$404K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
33+ 2.49% |
$6.28K - $7.72K
|
1.36K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
33+ 1.51% |
$6.28K - $7.72K
|
2.22K
$689K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
33+ 2.18% |
$6.28K - $7.72K
|
1.54K
$479K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33+ 0.48% |
$6.28K - $7.72K
|
6.85K
$2.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
32+ 3.24% |
$6.09K - $7.48K
|
1.02K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
32+ 0.03% |
$6.09K - $7.48K
|
116K
$35.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
32+ 2.53% |
$6.09K - $7.48K
|
1.3K
$403K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
31+ 1.43% |
$5.89K - $7.25K
|
2.2K
$682K
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
31+ 0.3% |
$5.89K - $7.25K
|
10.5K
$3.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
30+ 1.88% |
$5.7K - $7.02K
|
1.62K
$503K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
30+ 0.25% |
$5.7K - $7.02K
|
12K
$3.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30+ 0.05% |
$5.7K - $7.02K
|
58.3K
$18.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
30+ 5.17% |
$5.7K - $7.02K
|
610
$189K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
29+ 0.29% |
$5.51K - $6.78K
|
9.86K
$3.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
29+ 2.12% |
$5.51K - $6.78K
|
1.4K
$433K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
29+ 1.54% |
$5.51K - $6.78K
|
1.91K
$593K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 1.97% |
$5.51K - $6.78K
|
1.5K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
29New |
$5.51K - $6.78K
|
29
$8.99K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
28+ 1.69% |
$5.32K - $6.55K
|
1.68K
$521K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
28+ 0.71% |
$5.32K - $6.55K
|
4K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.72% |
$5.32K - $6.55K
|
3.94K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
28+ 1.19% |
$5.32K - $6.55K
|
2.38K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.25% |
$5.32K - $6.55K
|
11.4K
$3.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
27+ 0.11% |
$5.13K - $6.31K
|
25.2K
$7.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.36% |
$4.94K - $6.08K
|
7.16K
$2.22M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26+ 0.72% |
$4.94K - $6.08K
|
3.62K
$1.12M
|