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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
586+ 30.25% |
$122K - $136K
|
2.52K
$886K
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
586+ 18.99% |
$122K - $136K
|
3.67K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
581+ 3.43% |
$120K - $134K
|
17.5K
$6.15M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
580+ 57.14% |
$120K - $134K
|
1.6K
$560K
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
580+ 8.39% |
$120K - $134K
|
7.49K
$2.63M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
577+ 11.05% |
$120K - $134K
|
5.8K
$2.04M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
574+ 0.95% |
$119K - $133K
|
61.3K
$21.5M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
568+ 11.83% |
$118K - $131K
|
5.37K
$1.89M
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
566+ 3.14% |
$117K - $131K
|
18.6K
$6.53M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
565New |
$117K - $131K
|
565
$198K
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
555+ 1.0% |
$115K - $128K
|
55.9K
$19.6M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
554+ 1.56% |
$115K - $128K
|
36.1K
$12.7M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
553+ 1.29% |
$115K - $128K
|
43.5K
$15.3M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
544+ 161.9% |
$113K - $126K
|
880
$309K
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
531+ 1.87% |
$110K - $123K
|
28.9K
$10.2M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
531+ 11.6% |
$110K - $123K
|
5.11K
$1.79M
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
530+ 5.4% |
$110K - $123K
|
10.3K
$3.63M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
525+ 1.28% |
$109K - $122K
|
41.5K
$14.6M
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
524+ 32.96% |
$109K - $121K
|
2.11K
$743K
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
518+ 6.5% |
$107K - $120K
|
8.49K
$2.98M
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
516+ 19.69% |
$107K - $119K
|
3.14K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
513+ 10.07% |
$106K - $119K
|
5.61K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
512+ 0.53% |
$106K - $118K
|
97.4K
$34.2M
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
508+ 4.42% |
$105K - $118K
|
12K
$4.22M
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
508+ 3.23% |
$105K - $118K
|
16.2K
$5.7M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
506+ 1.05% |
$105K - $117K
|
48.7K
$17.1M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
502New |
$104K - $116K
|
502
$176K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
501+ 9.28% |
$104K - $116K
|
5.9K
$2.07M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
498+ 1245.0% |
$103K - $115K
|
538
$189K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
495+ 4.86% |
$103K - $115K
|
10.7K
$3.75M
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
495+ 0.21% |
$103K - $115K
|
237K
$83.4M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
493+ 11.67% |
$102K - $114K
|
4.72K
$1.66M
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
492+ 3.47% |
$102K - $114K
|
14.7K
$5.15M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
491+ 22.57% |
$102K - $114K
|
2.67K
$936K
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
490+ 2.78% |
$102K - $113K
|
18.1K
$6.36M
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
489+ 2.79% |
$101K - $113K
|
18K
$6.33M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 22.86% |
$101K - $113K
|
2.62K
$919K
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
487+ 0.02% |
$101K - $113K
|
2.4M
$845M
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
486+ 1.02% |
$101K - $112K
|
48.1K
$16.9M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
485+ 9.64% |
$101K - $112K
|
5.52K
$1.94M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
483+ 9.17% |
$100K - $112K
|
5.75K
$2.02M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
483+ 0.52% |
$100K - $112K
|
92.6K
$32.5M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
481New |
$99.8K - $111K
|
481
$169K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
478+ 7.94% |
$99.1K - $111K
|
6.5K
$2.28M
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
477+ 0.77% |
$98.9K - $110K
|
62.3K
$21.9M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
473+ 0.45% |
$98.1K - $109K
|
107K
$37.5M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
471+ 17.44% |
$97.7K - $109K
|
3.17K
$1.11M
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
471+ 7.91% |
$97.7K - $109K
|
6.42K
$2.26M
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
469+ 1.41% |
$97.3K - $109K
|
33.6K
$11.8M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
469+ 225.48% |
$97.3K - $109K
|
677
$238K
|