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 15, 2023
Q1 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
978+ 0.07% |
$203K - $226K
|
1.48M
$464M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
978+ 22.97% |
$203K - $226K
|
5.24K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
975New |
$202K - $226K
|
975
$307K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
974New |
$202K - $225K
|
974
$307K
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
966New |
$200K - $224K
|
966
$304K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
961+ 4.58% |
$199K - $222K
|
21.9K
$6.9M
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
960New |
$199K - $222K
|
960
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
955New |
$198K - $221K
|
955
$301K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
955+ 5.34% |
$198K - $221K
|
18.8K
$5.93M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
954New |
$198K - $221K
|
954
$300K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
954New |
$198K - $221K
|
954
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
953New |
$198K - $221K
|
953
$300K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
951+ 1.25% |
$197K - $220K
|
77K
$24.2M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
949New |
$197K - $220K
|
949
$299K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
946+ 6.25% |
$196K - $219K
|
16.1K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
946New |
$196K - $219K
|
946
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
944+ 1.75% |
$196K - $218K
|
54.9K
$17.3M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
943New |
$196K - $218K
|
943
$297K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
942+ 27.96% |
$195K - $218K
|
4.31K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
941+ 29.34% |
$195K - $218K
|
4.15K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
940New |
$195K - $218K
|
940
$296K
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
940New |
$195K - $218K
|
940
$296K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
937+ 3.83% |
$194K - $217K
|
25.4K
$7.99M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
936New |
$194K - $217K
|
936
$295K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
934New |
$194K - $216K
|
934
$294K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
933New |
$194K - $216K
|
933
$294K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
932New |
$193K - $216K
|
932
$293K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
930New |
$193K - $215K
|
930
$293K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
930New |
$193K - $215K
|
930
$293K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
930+ 75.24% |
$193K - $215K
|
2.17K
$682K
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
924+ 37.9% |
$192K - $214K
|
3.36K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
919New |
$191K - $213K
|
919
$289K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
917+ 1.62% |
$190K - $212K
|
57.5K
$18.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
916New |
$190K - $212K
|
916
$288K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
915New |
$190K - $212K
|
915
$288K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
914+ 8.26% |
$190K - $212K
|
12K
$3.77M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
914New |
$190K - $212K
|
914
$288K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
914+ 3.28% |
$190K - $212K
|
28.8K
$9.06M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
907+ 6.43% |
$188K - $210K
|
15K
$4.73M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
904New |
$187K - $209K
|
904
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
901New |
$187K - $209K
|
901
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
900+ 1.87% |
$187K - $208K
|
49.1K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
900New |
$187K - $208K
|
900
$283K
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
900New |
$187K - $208K
|
900
$283K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
900New |
$187K - $208K
|
900
$283K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
898New |
$186K - $208K
|
898
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
898New |
$186K - $208K
|
898
$283K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
897New |
$186K - $208K
|
897
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
891New |
$185K - $206K
|
891
$280K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
891New |
$185K - $206K
|
891
$280K
|