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 |
---|---|---|---|---|---|---|---|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
465+ 32.72% |
$96.4K - $108K
|
1.89K
$594K
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
465+ 32.72% |
$96.4K - $108K
|
1.89K
$594K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
460+ 2.71% |
$95.4K - $106K
|
17.4K
$5.48M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
459+ 45.49% |
$95.2K - $106K
|
1.47K
$462K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
457New |
$94.8K - $106K
|
457
$144K
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
455+ 4.14% |
$94.4K - $105K
|
11.5K
$3.6M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
451+ 39.6% |
$93.5K - $104K
|
1.59K
$500K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
450+ 10.22% |
$93.3K - $104K
|
4.85K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
449+ 5.68% |
$93.1K - $104K
|
8.35K
$2.63M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
442+ 12.69% |
$91.7K - $102K
|
3.92K
$1.23M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
439+ 2.22% |
$91K - $102K
|
20.2K
$6.35M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
437+ 22.95% |
$90.6K - $101K
|
2.34K
$737K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
435+ 5.13% |
$90.2K - $101K
|
8.92K
$2.81M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
435+ 33.13% |
$90.2K - $101K
|
1.75K
$550K
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
435+ 6.13% |
$90.2K - $101K
|
7.53K
$2.37M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
433+ 7.99% |
$89.8K - $100K
|
5.85K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
430+ 1.56% |
$89.2K - $99.5K
|
28K
$8.8M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
428+ 0.69% |
$88.8K - $99.1K
|
62.8K
$19.8M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
424+ 5.46% |
$87.9K - $98.1K
|
8.18K
$2.58M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
419+ 1.45% |
$86.9K - $97K
|
29.3K
$9.22M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
418+ 2.64% |
$86.7K - $96.7K
|
16.2K
$5.11M
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
416+ 2.48% |
$86.3K - $96.3K
|
17.2K
$5.42M
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
415+ 17.76% |
$86.1K - $96K
|
2.75K
$866K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
411+ 97.16% |
$85.2K - $95.1K
|
834
$262K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
408+ 17.59% |
$84.6K - $94.4K
|
2.73K
$858K
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
402+ 1.4% |
$83.4K - $93K
|
29.1K
$9.16M
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
400+ 39.72% |
$83K - $92.6K
|
1.41K
$443K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
400+ 4.79% |
$83K - $92.6K
|
8.75K
$2.75M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
398+ 15.43% |
$82.5K - $92.1K
|
2.98K
$937K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
398+ 6.33% |
$82.5K - $92.1K
|
6.69K
$2.1M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
394+ 9.37% |
$81.7K - $91.2K
|
4.6K
$1.45M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
390+ 5.65% |
$80.9K - $90.3K
|
7.29K
$2.29M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
390+ 1.21% |
$80.9K - $90.3K
|
32.7K
$10.3M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
389+ 1.25% |
$80.7K - $90K
|
31.5K
$9.92M
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
384+ 1.68% |
$79.6K - $88.9K
|
23.3K
$7.32M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
383+ 23.5% |
$79.4K - $88.6K
|
2.01K
$633K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
382+ 0.87% |
$79.2K - $88.4K
|
44.2K
$13.9M
|
|
May 03, 2023
Q1 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
382+ 7.03% |
$79.2K - $88.4K
|
5.82K
$1.83M
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
380+ 8.63% |
$78.8K - $87.9K
|
4.79K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
380+ 3.04% |
$78.8K - $87.9K
|
12.9K
$4.05M
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
378+ 1.29% |
$78.4K - $87.5K
|
29.7K
$9.35M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
376+ 1.76% |
$78K - $87K
|
21.8K
$6.85M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
374+ 4.65% |
$77.6K - $86.6K
|
8.42K
$2.65M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
370+ 3.14% |
$76.7K - $85.6K
|
12.1K
$3.82M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
370+ 0.59% |
$76.7K - $85.6K
|
63.1K
$19.9M
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
367+ 21.59% |
$76.1K - $84.9K
|
2.07K
$650K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
365+ 9.13% |
$75.7K - $84.5K
|
4.37K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
365+ 5.01% |
$75.7K - $84.5K
|
7.66K
$2.41M
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
364+ 0.96% |
$75.5K - $84.2K
|
38.1K
$12M
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
363New |
$75.3K - $84K
|
363
$114K
|