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 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
891+ 39.25% |
$185K - $206K
|
3.16K
$995K
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
889New |
$184K - $206K
|
889
$280K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
888+ 3.52% |
$184K - $206K
|
26.1K
$8.22M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
887New |
$184K - $205K
|
887
$279K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
884+ 4.18% |
$183K - $205K
|
22.1K
$6.94M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
882+ 6.67% |
$183K - $204K
|
14.1K
$4.44M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
881New |
$183K - $204K
|
881
$277K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
874+ 2.15% |
$181K - $202K
|
41.5K
$13.1M
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
868+ 3.77% |
$180K - $201K
|
23.9K
$7.52M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
859+ 7.35% |
$178K - $199K
|
12.6K
$3.95M
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
857+ 11.16% |
$178K - $198K
|
8.54K
$2.69M
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
857+ 41.1% |
$178K - $198K
|
2.94K
$926K
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
840+ 0.96% |
$174K - $194K
|
88.1K
$27.7M
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
839+ 35.52% |
$174K - $194K
|
3.2K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
835+ 3.64% |
$173K - $193K
|
23.8K
$7.49M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
826+ 7.27% |
$171K - $191K
|
12.2K
$3.83M
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
822+ 65.92% |
$170K - $190K
|
2.07K
$651K
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
817+ 1.4% |
$169K - $189K
|
59.1K
$18.6M
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
812+ 1.47% |
$168K - $188K
|
56.2K
$17.7M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
800New |
$166K - $185K
|
800
$252K
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
799+ 0.89% |
$166K - $185K
|
90.5K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
797+ 4.1% |
$165K - $184K
|
20.2K
$6.36M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
789+ 3.87% |
$164K - $183K
|
21.2K
$6.66M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
789+ 1.15% |
$164K - $183K
|
69.2K
$21.8M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
788+ 2.87% |
$163K - $182K
|
28.3K
$8.9M
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
786+ 12.03% |
$163K - $182K
|
7.32K
$2.3M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
775+ 16.57% |
$161K - $179K
|
5.45K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
773New |
$160K - $179K
|
773
$243K
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
770+ 8.19% |
$160K - $178K
|
10.2K
$3.2M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
767+ 0.6% |
$159K - $178K
|
128K
$40.4M
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
765+ 3.84% |
$159K - $177K
|
20.7K
$6.51M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
762+ 4.75% |
$158K - $176K
|
16.8K
$5.29M
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
754+ 2.89% |
$156K - $175K
|
26.9K
$8.45M
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
750+ 4.49% |
$156K - $174K
|
17.4K
$5.49M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
750+ 1.31% |
$156K - $174K
|
58K
$18.2M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
747+ 17.65% |
$155K - $173K
|
4.98K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
747+ 1.62% |
$155K - $173K
|
46.8K
$14.7M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
737New |
$153K - $171K
|
737
$232K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
731+ 0.91% |
$152K - $169K
|
81K
$25.5M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
718+ 21.56% |
$149K - $166K
|
4.05K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
718+ 8.76% |
$149K - $166K
|
8.91K
$2.8M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
713+ 20.22% |
$148K - $165K
|
4.24K
$1.33M
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
713+ 0.35% |
$148K - $165K
|
206K
$64.8M
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
707+ 33.38% |
$147K - $164K
|
2.83K
$889K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
706+ 3.89% |
$146K - $163K
|
18.9K
$5.93M
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
692+ 49.93% |
$144K - $160K
|
2.08K
$654K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
689+ 11.8% |
$143K - $159K
|
6.53K
$2.05M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
688+ 0.74% |
$143K - $159K
|
93.6K
$29.4M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
685+ 61.82% |
$142K - $159K
|
1.79K
$564K
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
682+ 48.61% |
$141K - $158K
|
2.09K
$656K
|