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 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
152+ 1.36% |
$31.5K - $35.2K
|
11.3K
$3.57M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
151+ 3.69% |
$31.3K - $34.9K
|
4.24K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
151+ 8.7% |
$31.3K - $34.9K
|
1.89K
$594K
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
150+ 9.75% |
$31.1K - $34.7K
|
1.69K
$532K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
150+ 1.95% |
$31.1K - $34.7K
|
7.85K
$2.47M
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 1.35% |
$31.1K - $34.7K
|
11.3K
$3.56M
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
150+ 5.91% |
$31.1K - $34.7K
|
2.69K
$848K
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 1.99% |
$31.1K - $34.7K
|
7.7K
$2.43M
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
148+ 3.96% |
$30.7K - $34.3K
|
3.88K
$1.22M
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
147+ 10.6% |
$30.5K - $34K
|
1.53K
$483K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
147+ 5.16% |
$30.5K - $34K
|
3K
$944K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
147+ 4.38% |
$30.5K - $34K
|
3.5K
$1.1M
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
146+ 0.23% |
$30.3K - $33.8K
|
63.5K
$20M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
145+ 1.79% |
$30.1K - $33.6K
|
8.23K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
143+ 0.33% |
$29.7K - $33.1K
|
43.3K
$13.7M
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
141+ 6.45% |
$29.2K - $32.6K
|
2.33K
$733K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
140+ 4.49% |
$29K - $32.4K
|
3.26K
$1.03M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
140+ 4.32% |
$29K - $32.4K
|
3.38K
$1.06M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
140+ 4.32% |
$29K - $32.4K
|
3.38K
$1.06M
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
139+ 0.78% |
$28.8K - $32.2K
|
17.9K
$5.64M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
138+ 1.61% |
$28.6K - $31.9K
|
8.68K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
137+ 4.7% |
$28.4K - $31.7K
|
3.05K
$962K
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
135+ 1.66% |
$28K - $31.2K
|
8.26K
$2.6M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
135+ 4.96% |
$28K - $31.2K
|
2.86K
$900K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
135+ 4.77% |
$28K - $31.2K
|
2.96K
$934K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
135+ 2.13% |
$28K - $31.2K
|
6.46K
$2.04M
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
134+ 8.54% |
$27.8K - $31K
|
1.7K
$537K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
133+ 0.72% |
$27.6K - $30.8K
|
18.7K
$5.9M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
133New |
$27.6K - $30.8K
|
133
$41.9K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
131+ 2.53% |
$27.2K - $30.3K
|
5.31K
$1.67M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
127+ 1.41% |
$26.3K - $29.4K
|
9.12K
$2.87M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
126+ 0.63% |
$26.1K - $29.2K
|
20.2K
$6.35M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
126+ 8.13% |
$26.1K - $29.2K
|
1.68K
$528K
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
125+ 10.12% |
$25.9K - $28.9K
|
1.36K
$429K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
125+ 2.19% |
$25.9K - $28.9K
|
5.84K
$1.84M
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
125+ 1.6% |
$25.9K - $28.9K
|
7.94K
$2.5M
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
125+ 2.3% |
$25.9K - $28.9K
|
5.55K
$1.75M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
125+ 21.97% |
$25.9K - $28.9K
|
694
$219K
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
125+ 2.45% |
$25.9K - $28.9K
|
5.24K
$1.65M
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
125+ 0.16% |
$25.9K - $28.9K
|
76.7K
$24.2M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
124+ 0.58% |
$25.7K - $28.7K
|
21.6K
$6.8M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
124+ 8.18% |
$25.7K - $28.7K
|
1.64K
$517K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
122+ 4.45% |
$25.3K - $28.2K
|
2.87K
$903K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
122+ 11.38% |
$25.3K - $28.2K
|
1.19K
$376K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
121+ 8.99% |
$25.1K - $28K
|
1.47K
$462K
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
121+ 2.27% |
$25.1K - $28K
|
5.44K
$1.71M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
121+ 0.97% |
$25.1K - $28K
|
12.5K
$3.95M
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
120+ 3.51% |
$24.9K - $27.8K
|
3.54K
$1.12M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
120+ 5.78% |
$24.9K - $27.8K
|
2.2K
$692K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
119+ 0.39% |
$24.7K - $27.5K
|
30.9K
$9.73M
|