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
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.72KNew |
$565K - $630K
|
2.72K
$857K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.72K+ 10.28% |
$563K - $629K
|
29.1K
$9.17M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.7K+ 55.05% |
$560K - $625K
|
7.61K
$2.39M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.67K+ 12.13% |
$554K - $618K
|
24.7K
$7.76M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.66K+ 145.25% |
$552K - $616K
|
4.49K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.63K+ 12.14% |
$545K - $608K
|
24.3K
$7.64M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.62K+ 2.1% |
$543K - $606K
|
127K
$40.1M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.59K+ 28.59% |
$538K - $600K
|
11.7K
$3.67M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.58K+ 1.58% |
$535K - $597K
|
166K
$52.1M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.58K+ 0.69% |
$534K - $596K
|
373K
$118M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.54K+ 3.62% |
$527K - $588K
|
72.7K
$22.9M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.53K+ 2.75% |
$525K - $585K
|
94.4K
$29.7M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.52K+ 13.12% |
$523K - $583K
|
21.7K
$6.84M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.51K+ 3.19% |
$521K - $582K
|
81.2K
$25.6M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2.51K+ 2.12% |
$521K - $581K
|
121K
$38.1M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.5K+ 2.57% |
$519K - $579K
|
99.8K
$31.4M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.5K+ 38.59% |
$519K - $579K
|
8.99K
$2.83M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.5K+ 4.72% |
$518K - $578K
|
55.3K
$17.4M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.48KNew |
$514K - $573K
|
2.48K
$780K
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.45K+ 75.18% |
$509K - $568K
|
5.72K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.43K+ 2.16% |
$505K - $563K
|
115K
$36.3M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.42K+ 12.51% |
$501K - $559K
|
21.7K
$6.84M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
2.4KNew |
$498K - $555K
|
2.4K
$755K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.37K+ 4.98% |
$491K - $548K
|
49.9K
$15.7M
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.35KNew |
$488K - $544K
|
2.35K
$740K
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
2.33K+ 2.73% |
$484K - $540K
|
87.9K
$27.7M
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.31K+ 0.68% |
$480K - $536K
|
341K
$107M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.31KNew |
$478K - $534K
|
2.31K
$726K
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
2.3K+ 12.23% |
$477K - $532K
|
21.1K
$6.64M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.29K+ 17.31% |
$475K - $530K
|
15.5K
$4.88M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.29K+ 6.69% |
$474K - $529K
|
36.5K
$11.5M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.29K+ 1.64% |
$474K - $529K
|
141K
$44.5M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 3.19% |
$472K - $527K
|
73.6K
$23.2M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.28K+ 27.73% |
$472K - $527K
|
10.5K
$3.3M
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$471K - $526K
|
2.27K
$715K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.27K+ 29.29% |
$471K - $526K
|
10K
$3.16M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.27KNew |
$470K - $525K
|
2.27K
$713K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.25K+ 9.12% |
$466K - $520K
|
26.9K
$8.46M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.23KNew |
$462K - $516K
|
2.23K
$701K
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.23K+ 10.4% |
$462K - $515K
|
23.6K
$7.44M
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
2.22K+ 12.09% |
$461K - $514K
|
20.6K
$6.48M
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.2K+ 8.04% |
$455K - $508K
|
29.5K
$9.28M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.19K+ 65.8% |
$454K - $507K
|
5.52K
$1.74M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.18K+ 0.41% |
$453K - $505K
|
529K
$166M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.18K+ 7.35% |
$451K - $504K
|
31.8K
$10M
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.15K+ 2.68% |
$445K - $497K
|
82.1K
$25.9M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.14K+ 2.48% |
$443K - $494K
|
88.2K
$27.8M
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.1K+ 11.23% |
$436K - $486K
|
20.8K
$6.55M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.09K+ 9.36% |
$434K - $484K
|
24.4K
$7.68M
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.08K+ 14.63% |
$431K - $481K
|
16.3K
$5.13M
|