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 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-92- 2.27% |
$16.5K - $20K
|
3.96K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-93- 0.11% |
$16.7K - $20.2K
|
86K
$29.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-94- 1.06% |
$16.8K - $20.5K
|
8.8K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-94- 5.47% |
$16.8K - $20.5K
|
1.63K
$561K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
SELL
|
- |
-95- 0.15% |
$17K - $20.7K
|
64.2K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-95- 2.57% |
$17K - $20.7K
|
3.6K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-95- 0.71% |
$17K - $20.7K
|
13.3K
$4.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-97- 4.9% |
$17.4K - $21.1K
|
1.88K
$650K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-98- 5.68% |
$17.6K - $21.3K
|
1.63K
$562K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-98- 0.15% |
$17.6K - $21.3K
|
66.5K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-98- 0.76% |
$17.6K - $21.3K
|
12.8K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-98- 0.73% |
$17.6K - $21.3K
|
13.4K
$4.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100- 5.89% |
$17.9K - $21.8K
|
1.6K
$551K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 7.33% |
$17.9K - $21.8K
|
1.27K
$437K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-100- 3.57% |
$17.9K - $21.8K
|
2.7K
$933K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 4.35% |
$17.9K - $21.8K
|
2.2K
$759K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 3.92% |
$17.9K - $21.8K
|
2.45K
$846K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-100- 0.04% |
$17.9K - $21.8K
|
266K
$91.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 2.03% |
$17.9K - $21.8K
|
4.82K
$1.66M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-100- 0.04% |
$17.9K - $21.8K
|
266K
$91.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-101- 3.81% |
$18.1K - $22K
|
2.55K
$880K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-101- 8.34% |
$18.1K - $22K
|
1.11K
$383K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-101- 7.76% |
$18.1K - $22K
|
1.2K
$415K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-101- 0.52% |
$18.1K - $22K
|
19.5K
$6.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-102- 0.53% |
$18.3K - $22.2K
|
19.1K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-102- 2.37% |
$18.3K - $22.2K
|
4.19K
$1.45M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-104- 3.34% |
$18.6K - $22.6K
|
3.01K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-104- 2.84% |
$18.6K - $22.6K
|
3.55K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-105- 2.34% |
$18.8K - $22.9K
|
4.38K
$1.51M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-105- 0.74% |
$18.8K - $22.9K
|
14.1K
$4.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-106- 1.63% |
$19K - $23.1K
|
6.41K
$2.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-108- 0.36% |
$19.3K - $23.5K
|
30.3K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-109- 0.42% |
$19.5K - $23.7K
|
26.1K
$9.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-109- 1.86% |
$19.5K - $23.7K
|
5.74K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-109- 0.16% |
$19.5K - $23.7K
|
66.5K
$22.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-110- 0.25% |
$19.7K - $23.9K
|
43.9K
$15.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-110- 21.7% |
$19.7K - $23.9K
|
397
$137K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-110- 5.54% |
$19.7K - $23.9K
|
1.88K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-110- 0.63% |
$19.7K - $23.9K
|
17.3K
$5.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-111- 4.35% |
$19.9K - $24.2K
|
2.44K
$843K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-112- 2.49% |
$20.1K - $24.4K
|
4.39K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-115- 4.19% |
$20.6K - $25K
|
2.63K
$908K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-116- 1.78% |
$20.8K - $25.3K
|
6.4K
$2.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-117- 6.98% |
$21K - $25.5K
|
1.56K
$538K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-118- 1.82% |
$21.1K - $25.7K
|
6.35K
$2.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-120- 0.5% |
$21.5K - $26.1K
|
23.9K
$8.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-120- 2.06% |
$21.5K - $26.1K
|
5.7K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-121- 2.87% |
$21.7K - $26.3K
|
4.1K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-121- 6.0% |
$21.7K - $26.3K
|
1.9K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-121- 0.35% |
$21.7K - $26.3K
|
34.9K
$12M
|