Purchases and Sales Made in Q4 2022 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 2022. 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 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.24K+ 11.63% |
$581K - $706K
|
31.1K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 6.01% |
$578K - $702K
|
56.9K
$19.8M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.22K+ 9.74% |
$576K - $700K
|
36.2K
$12.6M
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.2KNew |
$573K - $697K
|
3.2K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Untitled Investments LP
New York, NY |
BUY
|
- |
3.2K+ 3.98% |
$573K - $697K
|
83.6K
$29.1M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.19K+ 14.32% |
$571K - $694K
|
25.5K
$8.87M
|
|
Feb 13, 2023
Q4 2022
|
Hosking Partners LLP
|
BUY
|
- |
3.18K+ 7.48% |
$570K - $693K
|
45.8K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.18K+ 6.21% |
$569K - $692K
|
54.4K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.18K+ 33.77% |
$569K - $691K
|
12.6K
$4.38M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.14K+ 99.27% |
$562K - $683K
|
6.3K
$2.19M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.13K+ 78.43% |
$561K - $682K
|
7.13K
$2.48M
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.08K+ 1.33% |
$552K - $671K
|
235K
$81.8M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.04K+ 156.2% |
$544K - $661K
|
4.98K
$1.73M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.02KNew |
$541K - $658K
|
3.02K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.02K+ 80.47% |
$540K - $657K
|
6.77K
$2.35M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.02K+ 128.88% |
$540K - $657K
|
5.36K
$1.86M
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.01KNew |
$539K - $655K
|
3.01K
$1.05M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3K+ 45.06% |
$538K - $654K
|
9.67K
$3.37M
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
BUY
|
- |
2.99K+ 7.6% |
$536K - $651K
|
42.3K
$14.7M
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.97K+ 2.4% |
$532K - $646K
|
127K
$44M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.9K+ 9.26% |
$519K - $630K
|
34.2K
$11.9M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.89KNew |
$518K - $629K
|
2.89K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
2.87K+ 8.43% |
$513K - $624K
|
36.8K
$12.8M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.86KNew |
$513K - $623K
|
2.86K
$997K
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.86KNew |
$513K - $623K
|
2.86K
$997K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.85K+ 26.29% |
$510K - $619K
|
13.7K
$4.76M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.84K+ 27.73% |
$508K - $618K
|
13.1K
$4.55M
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.82K+ 3.36% |
$506K - $615K
|
87K
$30.3M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
2.81K+ 18.06% |
$504K - $612K
|
18.4K
$6.39M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.8K+ 14.59% |
$502K - $610K
|
22K
$7.66M
|
|
Feb 10, 2023
Q4 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
2.8K+ 5.25% |
$502K - $610K
|
56.1K
$19.5M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.78K+ 12.72% |
$498K - $605K
|
24.7K
$8.58M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.78K+ 3.15% |
$497K - $604K
|
90.9K
$31.6M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2.77K+ 1.08% |
$496K - $603K
|
260K
$90.6M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.75K+ 144.43% |
$492K - $598K
|
4.65K
$1.62M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.74K+ 10.36% |
$490K - $596K
|
29.1K
$10.1M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.73K+ 0.62% |
$489K - $595K
|
443K
$154M
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.73KNew |
$489K - $595K
|
2.73K
$950K
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.72K+ 21.23% |
$488K - $593K
|
15.6K
$5.41M
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.72K+ 9.19% |
$486K - $591K
|
32.3K
$11.2M
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
2.71K+ 32.45% |
$485K - $589K
|
11K
$3.84M
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.7KNew |
$483K - $587K
|
2.7K
$939K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.69K+ 269400.0% |
$483K - $586K
|
2.7K
$938K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.69K+ 143.75% |
$482K - $586K
|
4.56K
$1.59M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.69K+ 6.9% |
$482K - $586K
|
41.7K
$14.5M
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.67KNew |
$478K - $581K
|
2.67K
$929K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.66KNew |
$476K - $578K
|
2.66K
$924K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 31.6% |
$475K - $577K
|
11K
$3.84M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.65KNew |
$474K - $576K
|
2.65K
$921K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.62K+ 0.92% |
$469K - $570K
|
287K
$99.9M
|