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 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
362+ 2.65% |
$75.1K - $83.8K
|
14K
$4.41M
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
361+ 26.7% |
$74.9K - $83.5K
|
1.71K
$539K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
360+ 13.31% |
$74.7K - $83.3K
|
3.06K
$964K
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
359+ 24.59% |
$74.5K - $83.1K
|
1.82K
$572K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
358+ 7.05% |
$74.2K - $82.9K
|
5.44K
$1.71M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
357+ 0.91% |
$74K - $82.6K
|
39.7K
$12.5M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
355+ 1.28% |
$73.6K - $82.2K
|
28.1K
$8.86M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
355+ 1.27% |
$73.6K - $82.2K
|
28.2K
$8.88M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
355+ 1.27% |
$73.6K - $82.2K
|
28.2K
$8.88M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
354+ 3.16% |
$73.4K - $81.9K
|
11.5K
$3.63M
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
352+ 2.12% |
$73K - $81.5K
|
17K
$5.35M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
350+ 10.73% |
$72.6K - $81K
|
3.61K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
349+ 4.36% |
$72.4K - $80.8K
|
8.36K
$2.63M
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
346+ 15.58% |
$71.8K - $80.1K
|
2.57K
$808K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
344+ 2.63% |
$71.3K - $79.6K
|
13.4K
$4.22M
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
342+ 32.88% |
$70.9K - $79.2K
|
1.38K
$435K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
339+ 51.68% |
$70.3K - $78.5K
|
995
$313K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
339+ 8.48% |
$70.3K - $78.5K
|
4.34K
$1.36M
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
338+ 4.0% |
$70.1K - $78.2K
|
8.79K
$2.77M
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
338+ 29.19% |
$70.1K - $78.2K
|
1.5K
$471K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
336+ 2.38% |
$69.7K - $77.8K
|
14.4K
$4.54M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
336+ 2.37% |
$69.7K - $77.8K
|
14.5K
$4.57M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
333+ 1.34% |
$69.1K - $77.1K
|
25.2K
$7.93M
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
332+ 1.53% |
$68.9K - $76.8K
|
22K
$6.93M
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
330+ 9.79% |
$68.4K - $76.4K
|
3.7K
$1.17M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
324+ 16.83% |
$67.2K - $75K
|
2.25K
$708K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
323+ 1.6% |
$67K - $74.8K
|
20.5K
$6.46M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
322+ 3.89% |
$66.8K - $74.5K
|
8.6K
$2.71M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
320+ 10.08% |
$66.4K - $74.1K
|
3.5K
$1.1M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
319+ 0.35% |
$66.2K - $73.8K
|
92.2K
$29M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
318+ 8.42% |
$66K - $73.6K
|
4.1K
$1.29M
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
314+ 1.0% |
$65.1K - $72.7K
|
31.8K
$10M
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
313+ 0.19% |
$64.9K - $72.4K
|
164K
$51.6M
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
312New |
$64.7K - $72.2K
|
312
$98.2K
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
311+ 10.66% |
$64.5K - $72K
|
3.23K
$1.02M
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
310+ 7.98% |
$64.3K - $71.7K
|
4.2K
$1.32M
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
308+ 66.52% |
$63.9K - $71.3K
|
771
$243K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
306+ 6.11% |
$63.5K - $70.8K
|
5.32K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
306New |
$63.5K - $70.8K
|
306
$96.3K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
305+ 2.98% |
$63.3K - $70.6K
|
10.6K
$3.32M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
305+ 1.62% |
$63.3K - $70.6K
|
19.2K
$6.03M
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
304+ 6.63% |
$63K - $70.4K
|
4.89K
$1.54M
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
302+ 9.04% |
$62.6K - $69.9K
|
3.64K
$1.15M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
302New |
$62.6K - $69.9K
|
302
$95K
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
300+ 18.4% |
$62.2K - $69.4K
|
1.93K
$607K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
299+ 3.47% |
$62K - $69.2K
|
8.92K
$2.81M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
299+ 5.96% |
$62K - $69.2K
|
5.32K
$1.67M
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
298+ 0.31% |
$61.8K - $69K
|
96K
$30.2M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
296+ 9.8% |
$61.4K - $68.5K
|
3.32K
$1.04M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
295+ 1.26% |
$61.2K - $68.3K
|
23.7K
$7.45M
|