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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
296+ 9.8% |
$61.4K - $68.5K
|
3.32K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
295+ 1.26% |
$61.2K - $68.3K
|
23.7K
$8.31M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
294New |
$61K - $68K
|
294
$103K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
293+ 5.5% |
$60.8K - $67.8K
|
5.62K
$1.97M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
293+ 5.5% |
$60.8K - $67.8K
|
5.62K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
293+ 0.68% |
$60.8K - $67.8K
|
43.5K
$15.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
290+ 1.61% |
$60.1K - $67.1K
|
18.3K
$6.41M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
290+ 0.55% |
$60.1K - $67.1K
|
52.7K
$18.5M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 1.23% |
$59.9K - $66.9K
|
23.9K
$8.39M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
289+ 0.83% |
$59.9K - $66.9K
|
35.1K
$12.3M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
287+ 1.81% |
$59.5K - $66.4K
|
16.1K
$5.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
285+ 4.15% |
$59.1K - $66K
|
7.15K
$2.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
285+ 5.22% |
$59.1K - $66K
|
5.75K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
284+ 5.33% |
$58.9K - $65.7K
|
5.61K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
283+ 1.24% |
$58.7K - $65.5K
|
23.1K
$8.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
280+ 2.17% |
$58.1K - $64.8K
|
13.2K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
277+ 9.57% |
$57.4K - $64.1K
|
3.17K
$1.11M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
277+ 6.49% |
$57.4K - $64.1K
|
4.55K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
276+ 1.99% |
$57.2K - $63.9K
|
14.2K
$4.97M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
276+ 4.04% |
$57.2K - $63.9K
|
7.11K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
275+ 3.43% |
$57K - $63.6K
|
8.29K
$2.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
272+ 5.34% |
$56.4K - $63K
|
5.37K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
272+ 0.98% |
$56.4K - $63K
|
28.1K
$9.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
269+ 2.76% |
$55.8K - $62.3K
|
10K
$3.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
269+ 1.21% |
$55.8K - $62.3K
|
22.4K
$7.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
268+ 11.02% |
$55.6K - $62K
|
2.7K
$948K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
268+ 0.51% |
$55.6K - $62K
|
53K
$18.6M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
267+ 13.91% |
$55.4K - $61.8K
|
2.19K
$768K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
266+ 17.18% |
$55.2K - $61.6K
|
1.81K
$637K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
266+ 5.12% |
$55.2K - $61.6K
|
5.46K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
266+ 17.47% |
$55.2K - $61.6K
|
1.79K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
266+ 0.62% |
$55.2K - $61.6K
|
43.4K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
263+ 1.48% |
$54.5K - $60.9K
|
18K
$6.32M
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
263+ 2.86% |
$54.5K - $60.9K
|
9.45K
$3.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
261+ 0.72% |
$54.1K - $60.4K
|
36.5K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
259+ 15.0% |
$53.7K - $59.9K
|
1.99K
$698K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
258+ 1.19% |
$53.5K - $59.7K
|
22K
$7.74M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
258+ 7.19% |
$53.5K - $59.7K
|
3.85K
$1.35M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
258+ 0.41% |
$53.5K - $59.7K
|
63.2K
$22.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
257+ 0.54% |
$53.3K - $59.5K
|
48.1K
$16.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
257+ 3.91% |
$53.3K - $59.5K
|
6.83K
$2.4M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
257+ 10.31% |
$53.3K - $59.5K
|
2.75K
$966K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
254+ 10.54% |
$52.7K - $58.8K
|
2.66K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
254+ 0.76% |
$52.7K - $58.8K
|
33.7K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
249+ 1.47% |
$51.6K - $57.6K
|
17.2K
$6.03M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
249+ 0.56% |
$51.6K - $57.6K
|
44.9K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
248+ 6.74% |
$51.4K - $57.4K
|
3.93K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
248+ 13.69% |
$51.4K - $57.4K
|
2.06K
$723K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
247+ 5.45% |
$51.2K - $57.2K
|
4.78K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
245+ 24.23% |
$50.8K - $56.7K
|
1.26K
$441K
|