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 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
2.05KNew |
$425K - $474K
|
2.05K
$644K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.03K+ 9.16% |
$422K - $471K
|
24.2K
$7.63M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.03K+ 41.15% |
$420K - $469K
|
6.95K
$2.19M
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.02K+ 10.96% |
$419K - $468K
|
20.5K
$6.44M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.02KNew |
$418K - $467K
|
2.02K
$635K
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.01K+ 4.32% |
$417K - $466K
|
48.6K
$15.3M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.01K+ 5.88% |
$416K - $465K
|
36.2K
$11.4M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2K+ 50.54% |
$415K - $464K
|
5.97K
$1.88M
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2K+ 88.89% |
$415K - $463K
|
4.25K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2K+ 33.33% |
$415K - $463K
|
8K
$2.52M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.99K+ 21.07% |
$413K - $461K
|
11.5K
$3.6M
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.99K+ 5.22% |
$412K - $460K
|
40K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.97K+ 12.74% |
$408K - $455K
|
17.4K
$5.47M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.96K+ 20.43% |
$405K - $452K
|
11.5K
$3.63M
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.95K+ 82.61% |
$404K - $451K
|
4.3K
$1.35M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.95K+ 0.89% |
$404K - $451K
|
220K
$69.3M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$399K - $445K
|
1.92K
$605K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.91KNew |
$396K - $442K
|
1.91K
$601K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 12.89% |
$394K - $440K
|
16.7K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.88K+ 68.84% |
$389K - $434K
|
4.6K
$1.45M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.88KNew |
$389K - $434K
|
1.88K
$590K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.87K+ 8.45% |
$388K - $433K
|
24K
$7.56M
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$388K - $433K
|
1.87K
$588K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.87K+ 6.34% |
$387K - $432K
|
31.3K
$9.86M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 3.38% |
$383K - $427K
|
56.4K
$17.7M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.83KNew |
$379K - $423K
|
1.83K
$575K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
1.83K+ 10.25% |
$379K - $423K
|
19.6K
$6.18M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.82K+ 3.66% |
$378K - $422K
|
51.7K
$16.3M
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.81K+ 26.74% |
$375K - $419K
|
8.58K
$2.7M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.8K+ 0.28% |
$373K - $417K
|
647K
$204M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$372K - $416K
|
1.8K
$565K
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.78K+ 88.87% |
$369K - $412K
|
3.78K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.78K+ 12.81% |
$369K - $412K
|
15.7K
$4.93M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.77K+ 7.89% |
$368K - $410K
|
24.3K
$7.63M
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.76K+ 6.39% |
$365K - $407K
|
29.3K
$9.22M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.75K+ 6.82% |
$363K - $405K
|
27.4K
$8.61M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.73K+ 3.94% |
$359K - $400K
|
45.7K
$14.4M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.73K+ 5.92% |
$358K - $399K
|
30.9K
$9.72M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.71K+ 42.13% |
$355K - $397K
|
5.78K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 9.5% |
$355K - $396K
|
19.7K
$6.2M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.71KNew |
$354K - $395K
|
1.71K
$537K
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.71KNew |
$354K - $395K
|
1.71K
$537K
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 4.58% |
$353K - $393K
|
38.8K
$12.2M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.69K+ 2.92% |
$351K - $392K
|
59.7K
$18.8M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 6.95% |
$351K - $392K
|
26K
$8.19M
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.69K+ 18.32% |
$349K - $390K
|
10.9K
$3.42M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.68K+ 36.94% |
$349K - $389K
|
6.23K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.68K+ 0.33% |
$347K - $388K
|
509K
$160M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.66K+ 0.77% |
$345K - $385K
|
217K
$68.2M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.66K+ 1.4% |
$344K - $384K
|
120K
$37.8M
|