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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.4K+ 3.49% |
$290K - $323K
|
41.4K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
1.4K+ 67.47% |
$290K - $323K
|
3.47K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.39K+ 13.2% |
$287K - $321K
|
11.9K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 32.01% |
$287K - $320K
|
5.71K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 5.68% |
$286K - $319K
|
25.7K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.37K+ 14.7% |
$283K - $316K
|
10.7K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.36KNew |
$283K - $315K
|
1.36K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.36KNew |
$282K - $315K
|
1.36K
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.36KNew |
$281K - $314K
|
1.36K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.35K+ 2.53% |
$281K - $313K
|
54.9K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.35K+ 9.27% |
$281K - $313K
|
16K
$5.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.35KNew |
$280K - $313K
|
1.35K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35K+ 56.25% |
$279K - $311K
|
3.74K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.34K+ 1.19% |
$279K - $311K
|
114K
$36M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 0.22% |
$278K - $310K
|
610K
$192M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 6.87% |
$278K - $310K
|
20.8K
$6.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.33K+ 1.26% |
$276K - $309K
|
107K
$33.6M
|
|
|
May 15, 2023
Q1 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.33KNew |
$275K - $307K
|
1.33K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.31K+ 1.85% |
$273K - $304K
|
72.4K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.31K+ 4.9% |
$272K - $304K
|
28.1K
$8.85M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$271K - $302K
|
1.31K
$411K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.3K+ 103.91% |
$270K - $302K
|
2.56K
$805K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$269K - $300K
|
1.3K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.29KNew |
$267K - $298K
|
1.29K
$405K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.28KNew |
$264K - $295K
|
1.28K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
1.28K+ 0.02% |
$264K - $295K
|
5.61M
$1.77B
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.27K+ 26.45% |
$263K - $294K
|
6.07K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 16.21% |
$263K - $293K
|
9.09K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.26K+ 27.47% |
$260K - $291K
|
5.83K
$1.83M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.25K+ 1.91% |
$259K - $289K
|
66.5K
$20.9M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.25K+ 0.56% |
$259K - $289K
|
222K
$69.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.25KNew |
$258K - $288K
|
1.25K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.24K+ 33.39% |
$257K - $287K
|
4.95K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
1.23K+ 20.4% |
$256K - $285K
|
7.27K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 4.19% |
$254K - $284K
|
30.4K
$9.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.22K+ 4.72% |
$253K - $282K
|
27.1K
$8.52M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
1.22K+ 6.59% |
$253K - $282K
|
19.7K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.22KNew |
$253K - $282K
|
1.22K
$384K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 3.16% |
$251K - $280K
|
39.5K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.21K+ 0.0% |
$251K - $280K
|
32.2M
$10.1B
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.21K+ 54.52% |
$250K - $279K
|
3.42K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1.2K+ 75.61% |
$249K - $278K
|
2.79K
$877K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.19K+ 14.3% |
$247K - $275K
|
9.5K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.18K+ 1.88% |
$245K - $273K
|
63.8K
$20.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 2.66% |
$244K - $273K
|
45.4K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.17K+ 6.28% |
$243K - $271K
|
19.9K
$6.25M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.17K+ 0.35% |
$242K - $270K
|
336K
$106M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.17KNew |
$242K - $270K
|
1.17K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 0.7% |
$241K - $269K
|
167K
$52.6M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 29.08% |
$240K - $267K
|
5.13K
$1.61M
|