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 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 15.49% |
$2.08M - $2.56M
|
81.6K
$25.3M
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
10.9K+ 27.92% |
$2.08M - $2.55M
|
50K
$15.5M
|
|
Feb 14, 2022
Q4 2021
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
10.9K+ 38.62% |
$2.07M - $2.54M
|
39K
$12.1M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments America Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$2.06M - $2.54M
|
10.9K
$3.36M
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
10.8KNew |
$2.06M - $2.54M
|
10.8K
$3.36M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.8K+ 93.66% |
$2.05M - $2.52M
|
22.2K
$6.9M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7K+ 14.54% |
$2.04M - $2.51M
|
84.5K
$26.2M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.6K+ 5.34% |
$2.02M - $2.48M
|
209K
$64.8M
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
10.6KNew |
$2.01M - $2.48M
|
10.6K
$3.28M
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6KNew |
$2.01M - $2.48M
|
10.6K
$3.28M
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$2.01M - $2.48M
|
10.6K
$3.28M
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.6KNew |
$2.01M - $2.47M
|
10.6K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
10.4K+ 9.27% |
$1.99M - $2.44M
|
123K
$38.1M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 7.82% |
$1.98M - $2.44M
|
144K
$44.6M
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.4K+ 4.07% |
$1.97M - $2.43M
|
266K
$82.4M
|
|
Feb 01, 2022
Q4 2021
|
Cortland Associates Inc
|
BUY
|
- |
10.4K+ 2.9% |
$1.97M - $2.43M
|
368K
$114M
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.3KNew |
$1.95M - $2.4M
|
10.3K
$3.18M
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
10.1K+ 48.85% |
$1.92M - $2.36M
|
30.7K
$9.51M
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$1.91M - $2.36M
|
10.1K
$3.12M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10K+ 66.93% |
$1.91M - $2.34M
|
25K
$7.75M
|
|
Feb 14, 2022
Q4 2021
|
Atlas Principals, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$1.9M - $2.34M
|
10K
$3.1M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.98K+ 15.74% |
$1.9M - $2.33M
|
73.3K
$22.7M
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.79KNew |
$1.86M - $2.29M
|
9.79K
$3.04M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.78KNew |
$1.86M - $2.29M
|
9.78K
$3.03M
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
9.71K+ 17.4% |
$1.85M - $2.27M
|
65.5K
$20.3M
|
|
Feb 14, 2022
Q4 2021
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
9.68KNew |
$1.84M - $2.26M
|
9.68K
$3M
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
9.62KNew |
$1.83M - $2.25M
|
9.62K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.6K+ 0.97% |
$1.83M - $2.25M
|
996K
$309M
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
9.58KNew |
$1.82M - $2.24M
|
9.58K
$2.97M
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
BUY
|
- |
9.58K+ 2.72% |
$1.82M - $2.24M
|
361K
$112M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.58K+ 33.62% |
$1.82M - $2.24M
|
38.1K
$11.8M
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9.53KNew |
$1.81M - $2.23M
|
9.53K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
9.51K+ 65.78% |
$1.81M - $2.22M
|
24K
$7.43M
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.5KNew |
$1.81M - $2.22M
|
9.5K
$2.94M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
9.42KNew |
$1.79M - $2.2M
|
9.42K
$2.92M
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
9.34K+ 8.84% |
$1.78M - $2.18M
|
115K
$35.6M
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
9.19K+ 5.49% |
$1.75M - $2.15M
|
177K
$54.8M
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
9.18K+ 98.26% |
$1.75M - $2.15M
|
18.5K
$5.74M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.15K+ 34.85% |
$1.74M - $2.14M
|
35.4K
$11M
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
9.14K+ 17.97% |
$1.74M - $2.14M
|
60K
$18.6M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.13KNew |
$1.74M - $2.13M
|
9.13K
$2.83M
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
9.12KNew |
$1.73M - $2.13M
|
9.12K
$2.83M
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
9.12KNew |
$1.73M - $2.13M
|
9.12K
$2.82M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.11K+ 4.18% |
$1.73M - $2.13M
|
227K
$70.3M
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
9.06K+ 7.69% |
$1.72M - $2.12M
|
127K
$39.3M
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.96K+ 1.49% |
$1.7M - $2.09M
|
611K
$189M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.91KNew |
$1.69M - $2.08M
|
8.91K
$2.76M
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.91K+ 8.3% |
$1.69M - $2.08M
|
116K
$36M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.87K+ 7.73% |
$1.69M - $2.08M
|
124K
$38.3M
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
8.86K+ 41.09% |
$1.69M - $2.07M
|
30.4K
$9.43M
|