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 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
235+ 1.41% |
$48.7K - $54.4K
|
16.9K
$5.31M
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
235+ 3.9% |
$48.7K - $54.4K
|
6.26K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
234+ 15.09% |
$48.5K - $54.2K
|
1.79K
$562K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
233+ 16.81% |
$48.3K - $53.9K
|
1.62K
$509K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
231+ 1.58% |
$47.9K - $53.5K
|
14.8K
$4.66M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
229+ 1.79% |
$47.5K - $53K
|
13K
$4.1M
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
228+ 0.99% |
$47.3K - $52.8K
|
23.4K
$7.35M
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
228+ 0.97% |
$47.3K - $52.8K
|
23.6K
$7.43M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
227+ 1.52% |
$47.1K - $52.5K
|
15.1K
$4.77M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
225+ 0.08% |
$46.7K - $52.1K
|
285K
$89.7M
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
225New |
$46.7K - $52.1K
|
225
$70.8K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
224+ 5.55% |
$46.5K - $51.8K
|
4.26K
$1.34M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
221+ 0.82% |
$45.8K - $51.1K
|
27K
$8.51M
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
220+ 1.55% |
$45.6K - $50.9K
|
14.4K
$4.54M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
217+ 5.21% |
$45K - $50.2K
|
4.38K
$1.38M
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
217+ 0.53% |
$45K - $50.2K
|
41.4K
$13M
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
217+ 19.73% |
$45K - $50.2K
|
1.32K
$414K
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
214+ 5.13% |
$44.4K - $49.5K
|
4.38K
$1.38M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
212+ 0.86% |
$44K - $49.1K
|
24.9K
$7.82M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
212+ 0.46% |
$44K - $49.1K
|
46.5K
$14.6M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
209+ 6.44% |
$43.3K - $48.4K
|
3.46K
$1.09M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
208+ 2.15% |
$43.1K - $48.1K
|
9.88K
$3.11M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
206+ 21.85% |
$42.7K - $47.7K
|
1.15K
$362K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
206+ 2.96% |
$42.7K - $47.7K
|
7.18K
$2.26M
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
206+ 7.72% |
$42.7K - $47.7K
|
2.88K
$905K
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
205+ 3.98% |
$42.5K - $47.4K
|
5.36K
$1.69M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
205+ 5.75% |
$42.5K - $47.4K
|
3.77K
$1.19M
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
205+ 0.89% |
$42.5K - $47.4K
|
23.2K
$7.3M
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
201+ 0.12% |
$41.7K - $46.5K
|
168K
$52.9M
|
|
May 09, 2023
Q1 2023
|
Northcape Capital Pty LTD
|
BUY
|
- |
201+ 1.09% |
$41.7K - $46.5K
|
18.6K
$5.86M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 16.46% |
$41.5K - $46.3K
|
1.42K
$445K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 666.67% |
$41.5K - $46.3K
|
230
$72.4K
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
200+ 1.13% |
$41.5K - $46.3K
|
17.9K
$5.64M
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
200+ 1.13% |
$41.5K - $46.3K
|
18K
$5.66M
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
200+ 3.19% |
$41.5K - $46.3K
|
6.46K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
200+ 10.0% |
$41.5K - $46.3K
|
2.2K
$692K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 0.84% |
$41.5K - $46.3K
|
24K
$7.57M
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
199+ 3.61% |
$41.3K - $46.1K
|
5.72K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
198+ 4.94% |
$41.1K - $45.8K
|
4.21K
$1.32M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
194+ 10.03% |
$40.2K - $44.9K
|
2.13K
$670K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
194+ 17.91% |
$40.2K - $44.9K
|
1.28K
$402K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
194+ 1.98% |
$40.2K - $44.9K
|
10K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
194+ 1.85% |
$40.2K - $44.9K
|
10.7K
$3.37M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.25% |
$39.8K - $44.4K
|
6.1K
$1.92M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
191+ 0.11% |
$39.6K - $44.2K
|
181K
$57M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
190+ 6.24% |
$39.4K - $44K
|
3.23K
$1.02M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
189+ 14.64% |
$39.2K - $43.7K
|
1.48K
$466K
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
189+ 0.13% |
$39.2K - $43.7K
|
151K
$47.5M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
187+ 1.14% |
$38.8K - $43.3K
|
16.6K
$5.23M
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185+ 7.62% |
$38.4K - $42.8K
|
2.61K
$823K
|