Purchases and Sales Made in Q1 2023 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 0.7% |
$241K - $269K
|
167K
$58.7M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 29.08% |
$240K - $267K
|
5.13K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.14K+ 0.55% |
$237K - $265K
|
211K
$74.1M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.14K+ 3.27% |
$237K - $264K
|
36.1K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.14KNew |
$237K - $264K
|
1.14K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.14K+ 4.69% |
$236K - $264K
|
25.4K
$8.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.13KNew |
$233K - $260K
|
1.13K
$395K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.12KNew |
$232K - $259K
|
1.12K
$393K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.13% |
$232K - $259K
|
100K
$35.1M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.11K+ 90.17% |
$230K - $257K
|
2.34K
$822K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.11K+ 14.81% |
$230K - $256K
|
8.59K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.11K+ 9.5% |
$230K - $256K
|
12.8K
$4.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.88% |
$229K - $256K
|
29.6K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 1.24% |
$229K - $255K
|
90.1K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.1K+ 2.28% |
$229K - $255K
|
49.4K
$17.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.09K+ 6.71% |
$227K - $253K
|
17.4K
$6.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.09K+ 8.72% |
$226K - $253K
|
13.6K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.09K+ 12.37% |
$226K - $253K
|
9.92K
$3.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.09K+ 15.53% |
$226K - $253K
|
8.12K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.09K+ 11.32% |
$226K - $252K
|
10.7K
$3.77M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.09K+ 7.96% |
$226K - $252K
|
14.8K
$5.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.09K+ 0.58% |
$225K - $251K
|
187K
$65.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.08K+ 4.13% |
$224K - $250K
|
27.2K
$9.56M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 7.23% |
$222K - $248K
|
15.9K
$5.58M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$221K - $246K
|
1.07K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 6.96% |
$221K - $246K
|
16.3K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 90.99% |
$220K - $245K
|
2.23K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.06K+ 0.11% |
$220K - $245K
|
964K
$339M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.06KNew |
$219K - $244K
|
1.06K
$371K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$219K - $244K
|
1.06K
$371K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.05K+ 1.72% |
$217K - $242K
|
62K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.04KNew |
$216K - $241K
|
1.04K
$365K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.04KNew |
$215K - $240K
|
1.04K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.04KNew |
$215K - $240K
|
1.04K
$364K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.04K+ 34.44% |
$215K - $240K
|
4.04K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.04KNew |
$215K - $240K
|
1.04K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.03KNew |
$214K - $239K
|
1.03K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.03K+ 5.36% |
$214K - $238K
|
20.3K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.02KNew |
$212K - $237K
|
1.02K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.02KNew |
$211K - $235K
|
1.02K
$357K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 2.79% |
$210K - $234K
|
37.2K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 45.11% |
$209K - $234K
|
3.25K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 64.05% |
$208K - $233K
|
2.57K
$904K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.01K+ 1.92% |
$208K - $233K
|
53.4K
$18.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1KNew |
$208K - $232K
|
1K
$352K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1KNew |
$208K - $232K
|
1K
$352K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1KNew |
$207K - $231K
|
1K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
991+ 4.28% |
$206K - $229K
|
24.1K
$8.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
983New |
$204K - $228K
|
983
$345K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
983New |
$204K - $228K
|
983
$345K
|