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 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
679+ 57.84% |
$141K - $157K
|
1.85K
$583K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
677+ 6.45% |
$140K - $157K
|
11.2K
$3.51M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
677+ 2.25% |
$140K - $157K
|
30.8K
$9.69M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
676+ 18.7% |
$140K - $156K
|
4.29K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
674+ 0.22% |
$140K - $156K
|
305K
$96M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
673+ 64.59% |
$140K - $156K
|
1.72K
$540K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
672+ 68.78% |
$139K - $156K
|
1.65K
$519K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
672+ 2.01% |
$139K - $156K
|
34.2K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
667+ 7.08% |
$138K - $154K
|
10.1K
$3.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
660+ 5.69% |
$137K - $153K
|
12.3K
$3.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
652+ 0.54% |
$135K - $151K
|
122K
$38.5M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
645New |
$134K - $149K
|
645
$203K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
643+ 3.16% |
$133K - $149K
|
21K
$6.61M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
640+ 5.11% |
$133K - $148K
|
13.2K
$4.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
639+ 2.26% |
$133K - $148K
|
28.9K
$9.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
638+ 3.12% |
$132K - $148K
|
21.1K
$6.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
637+ 2.87% |
$132K - $147K
|
22.8K
$7.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
637+ 9.71% |
$132K - $147K
|
7.19K
$2.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
635+ 7.14% |
$132K - $147K
|
9.52K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
635New |
$132K - $147K
|
635
$200K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
633+ 0.96% |
$131K - $147K
|
66.5K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
630+ 14.36% |
$131K - $146K
|
5.02K
$1.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
624+ 7.43% |
$129K - $144K
|
9.02K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
623+ 0.39% |
$129K - $144K
|
160K
$50.3M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
623+ 52.0% |
$129K - $144K
|
1.82K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
621+ 8.61% |
$129K - $144K
|
7.83K
$2.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
616+ 4.0% |
$128K - $143K
|
16K
$5.04M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
615+ 15.9% |
$128K - $142K
|
4.48K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
610+ 1.08% |
$127K - $141K
|
57.1K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
610+ 1.49% |
$127K - $141K
|
41.6K
$13.1M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
609+ 24.71% |
$126K - $141K
|
3.07K
$967K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
608+ 4.69% |
$126K - $141K
|
13.6K
$4.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
606+ 20.11% |
$126K - $140K
|
3.62K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
606+ 10.69% |
$126K - $140K
|
6.27K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
604+ 13.76% |
$125K - $140K
|
4.99K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$125K - $140K
|
603
$190K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
602+ 60200.0% |
$125K - $139K
|
603
$190K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
602+ 3.58% |
$125K - $139K
|
17.4K
$5.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
600+ 7.14% |
$124K - $139K
|
9.01K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600+ 27.27% |
$124K - $139K
|
2.8K
$881K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
598+ 4.1% |
$124K - $138K
|
15.2K
$4.78M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
598+ 8.42% |
$124K - $138K
|
7.7K
$2.42M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
595+ 30.47% |
$123K - $138K
|
2.55K
$802K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
595+ 16.53% |
$123K - $138K
|
4.19K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
595+ 0.58% |
$123K - $138K
|
103K
$32.5M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
592+ 2.2% |
$123K - $137K
|
27.5K
$8.66M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
590+ 44.97% |
$122K - $137K
|
1.9K
$599K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
590+ 44.97% |
$122K - $137K
|
1.9K
$599K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
586+ 30.25% |
$122K - $136K
|
2.52K
$794K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
586+ 18.99% |
$122K - $136K
|
3.67K
$1.16M
|