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
|
Roof Eidam & Maycock
|
BUY
|
- |
119+ 1.31% |
$24.7K - $27.5K
|
9.19K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
118+ 2.98% |
$24.5K - $27.3K
|
4.08K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
117+ 121.88% |
$24.3K - $27.1K
|
213
$67K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
115+ 0.11% |
$23.9K - $26.6K
|
101K
$31.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
115+ 2.54% |
$23.9K - $26.6K
|
4.64K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
115+ 6.77% |
$23.9K - $26.6K
|
1.81K
$571K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
114+ 5.48% |
$23.6K - $26.4K
|
2.19K
$690K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
113+ 0.37% |
$23.4K - $26.2K
|
30.3K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
113+ 2.58% |
$23.4K - $26.2K
|
4.5K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
112+ 1.08% |
$23.2K - $25.9K
|
10.5K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
111+ 2.15% |
$23K - $25.7K
|
5.28K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
110+ 6.4% |
$22.8K - $25.5K
|
1.83K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
110+ 2.77% |
$22.8K - $25.5K
|
4.08K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
108+ 2.17% |
$22.4K - $25K
|
5.09K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
108+ 3.27% |
$22.4K - $25K
|
3.41K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
106+ 0.5% |
$22K - $24.5K
|
21.2K
$6.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
104+ 3.3% |
$21.6K - $24.1K
|
3.25K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
103+ 3.69% |
$21.4K - $23.8K
|
2.9K
$911K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
103+ 3.72% |
$21.4K - $23.8K
|
2.87K
$903K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
101+ 0.48% |
$20.9K - $23.4K
|
21.1K
$6.63M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
101+ 1.81% |
$20.9K - $23.4K
|
5.68K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
100+ 0.24% |
$20.7K - $23.1K
|
42.4K
$13.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
100+ 0.67% |
$20.7K - $23.1K
|
15K
$4.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
100+ 1.86% |
$20.7K - $23.1K
|
5.47K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
100+ 1.15% |
$20.7K - $23.1K
|
8.77K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 4.08% |
$20.7K - $23.1K
|
2.55K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 13.5% |
$20.7K - $23.1K
|
841
$265K
|
|
|
May 12, 2023
Q1 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
100+ 0.18% |
$20.7K - $23.1K
|
56.2K
$17.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
98+ 1.69% |
$20.3K - $22.7K
|
5.89K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
98+ 1.94% |
$20.3K - $22.7K
|
5.16K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
98+ 0.48% |
$20.3K - $22.7K
|
20.4K
$6.41M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
98+ 4.39% |
$20.3K - $22.7K
|
2.33K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
97+ 1.97% |
$20.1K - $22.4K
|
5.03K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
96+ 3.3% |
$19.9K - $22.2K
|
3.01K
$946K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
BUY
|
- |
96+ 0.34% |
$19.9K - $22.2K
|
28.6K
$9.01M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
95+ 4.16% |
$19.7K - $22K
|
2.38K
$748K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
94+ 9.34% |
$19.5K - $21.8K
|
1.1K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
94+ 2.74% |
$19.5K - $21.8K
|
3.52K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
94+ 2.06% |
$19.5K - $21.8K
|
4.66K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94+ 0.1% |
$19.5K - $21.8K
|
91K
$28.6M
|
|
|
May 09, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
93+ 0.03% |
$19.3K - $21.5K
|
345K
$108M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
93+ 2.62% |
$19.3K - $21.5K
|
3.65K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
92+ 3.19% |
$19.1K - $21.3K
|
2.98K
$936K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
91+ 1.57% |
$18.9K - $21.1K
|
5.89K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
90+ 5.05% |
$18.7K - $20.8K
|
1.87K
$589K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
90+ 2.43% |
$18.7K - $20.8K
|
3.79K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
90+ 1.43% |
$18.7K - $20.8K
|
6.38K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
90+ 5.75% |
$18.7K - $20.8K
|
1.66K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
90+ 3.56% |
$18.7K - $20.8K
|
2.62K
$824K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
90+ 0.7% |
$18.7K - $20.8K
|
13K
$4.1M
|