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 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.44K+ 3.75% |
$714K - $797K
|
95.3K
$30M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.44K+ 2.71% |
$712K - $795K
|
130K
$40.9M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.43K+ 356.12% |
$712K - $795K
|
4.4K
$1.38M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.42K+ 8.2% |
$710K - $792K
|
45.2K
$14.2M
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.41K+ 0.28% |
$706K - $788K
|
1.21M
$382M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 6.22% |
$705K - $786K
|
58K
$18.3M
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.37KNew |
$698K - $779K
|
3.37K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.31KNew |
$686K - $765K
|
3.31K
$1.04M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.27K+ 23.49% |
$678K - $757K
|
17.2K
$5.41M
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 50.0% |
$674K - $752K
|
9.75K
$3.07M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.24K+ 0.68% |
$672K - $749K
|
478K
$151M
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
3.24K+ 318.72% |
$671K - $749K
|
4.25K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.23KNew |
$670K - $748K
|
3.23K
$1.02M
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 4.76% |
$669K - $747K
|
70.9K
$22.3M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.22KNew |
$667K - $745K
|
3.22K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.21K+ 16.86% |
$665K - $742K
|
22.2K
$6.99M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.2K+ 1.51% |
$663K - $740K
|
215K
$67.6M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 99.0% |
$658K - $734K
|
6.38K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
3.17K+ 1.76% |
$657K - $733K
|
183K
$57.5M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.13K+ 174.83% |
$648K - $723K
|
4.91K
$1.55M
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
3.09K+ 1.21% |
$641K - $715K
|
258K
$81.3M
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.09KNew |
$640K - $714K
|
3.09K
$971K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 0.51% |
$633K - $707K
|
607K
$191M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$628K - $701K
|
3.03K
$953K
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.01K+ 15.35% |
$624K - $696K
|
22.6K
$7.11M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3KNew |
$623K - $695K
|
3K
$945K
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
3KNew |
$622K - $694K
|
3K
$944K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.99K+ 9.7% |
$621K - $693K
|
33.9K
$10.7M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 67.68% |
$620K - $692K
|
7.41K
$2.33M
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 160.52% |
$616K - $687K
|
4.82K
$1.52M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96K+ 7.39% |
$614K - $685K
|
43K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.96K+ 69.66% |
$613K - $684K
|
7.2K
$2.26M
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.95K+ 95.81% |
$611K - $682K
|
6.03K
$1.9M
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.94K+ 83.07% |
$610K - $680K
|
6.48K
$2.04M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.92K+ 115.1% |
$605K - $676K
|
5.46K
$1.72M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.91K+ 1.2% |
$604K - $674K
|
246K
$77.3M
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
2.9K+ 0.84% |
$601K - $671K
|
350K
$110M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.87K+ 166.96% |
$595K - $664K
|
4.59K
$1.44M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.87K+ 44.81% |
$595K - $664K
|
9.27K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.86K+ 3.35% |
$594K - $662K
|
88.3K
$27.8M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.84K+ 20.56% |
$589K - $658K
|
16.7K
$5.24M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.84K+ 7.89% |
$589K - $658K
|
38.9K
$12.2M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.84KNew |
$588K - $657K
|
2.84K
$893K
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
2.84K+ 56.29% |
$588K - $656K
|
7.87K
$2.48M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.8K+ 9.77% |
$580K - $647K
|
31.4K
$9.89M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.78K+ 0.44% |
$576K - $643K
|
634K
$199M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 4.31% |
$575K - $642K
|
67K
$21.1M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.74K+ 26.81% |
$569K - $635K
|
13K
$4.08M
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.74K+ 17.49% |
$569K - $635K
|
18.4K
$5.8M
|
|
May 12, 2023
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.73K+ 2.24% |
$566K - $632K
|
125K
$39.2M
|