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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
89+ 4.07% |
$18.5K - $20.6K
|
2.28K
$717K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
89+ 0.39% |
$18.5K - $20.6K
|
22.9K
$7.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
88+ 5.41% |
$18.3K - $20.4K
|
1.71K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
87+ 3.26% |
$18K - $20.1K
|
2.75K
$866K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
85+ 1.29% |
$17.6K - $19.7K
|
6.65K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
85+ 4.51% |
$17.6K - $19.7K
|
1.97K
$620K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
85+ 0.86% |
$17.6K - $19.7K
|
9.92K
$3.12M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
84+ 6.16% |
$17.4K - $19.4K
|
1.45K
$456K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
82+ 12.2% |
$17K - $19K
|
754
$237K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
82+ 2.23% |
$17K - $19K
|
3.76K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
81+ 2.56% |
$16.8K - $18.7K
|
3.24K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
81+ 4.3% |
$16.8K - $18.7K
|
1.96K
$618K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
79+ 1.13% |
$16.4K - $18.3K
|
7.06K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
79+ 5.21% |
$16.4K - $18.3K
|
1.6K
$502K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
79+ 225.71% |
$16.4K - $18.3K
|
114
$35.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
78+ 7.9% |
$16.2K - $18.1K
|
1.07K
$335K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.25% |
$16K - $17.8K
|
3.5K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
75+ 7.64% |
$15.6K - $17.4K
|
1.06K
$333K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
75+ 2.35% |
$15.6K - $17.4K
|
3.26K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
74+ 2.42% |
$15.3K - $17.1K
|
3.13K
$986K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
73+ 7.77% |
$15.1K - $16.9K
|
1.01K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
73+ 1.45% |
$15.1K - $16.9K
|
5.11K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
72+ 2.38% |
$14.9K - $16.7K
|
3.1K
$977K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
72+ 5.21% |
$14.9K - $16.7K
|
1.46K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71+ 2.47% |
$14.7K - $16.4K
|
2.94K
$926K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
71+ 6.69% |
$14.7K - $16.4K
|
1.13K
$357K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
70+ 0.39% |
$14.5K - $16.2K
|
18.1K
$5.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
69+ 1.78% |
$14.3K - $16K
|
3.95K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
68+ 5.69% |
$14.1K - $15.7K
|
1.26K
$397K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
67+ 3.01% |
$13.9K - $15.5K
|
2.29K
$721K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
66+ 0.17% |
$13.7K - $15.3K
|
39.2K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
66+ 0.37% |
$13.7K - $15.3K
|
17.9K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
66+ 0.82% |
$13.7K - $15.3K
|
8.1K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
64+ 0.13% |
$13.3K - $14.8K
|
48.4K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
62+ 0.14% |
$12.9K - $14.3K
|
43.4K
$13.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
62+ 0.48% |
$12.9K - $14.3K
|
13.1K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
62+ 3.3% |
$12.9K - $14.3K
|
1.94K
$611K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
61+ 1.78% |
$12.7K - $14.1K
|
3.49K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
60+ 0.55% |
$12.4K - $13.9K
|
10.9K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
60+ 6.23% |
$12.4K - $13.9K
|
1.02K
$322K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
60+ 1.78% |
$12.4K - $13.9K
|
3.43K
$1.08M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
60+ 1.07% |
$12.4K - $13.9K
|
5.65K
$1.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
57+ 0.84% |
$11.8K - $13.2K
|
6.86K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.56% |
$11.8K - $13.2K
|
3.71K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
57+ 0.65% |
$11.8K - $13.2K
|
8.85K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
56+ 3.75% |
$11.6K - $13K
|
1.55K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
56+ 1.05% |
$11.6K - $13K
|
5.41K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
54+ 15.04% |
$11.2K - $12.5K
|
413
$130K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 1.76% |
$11.2K - $12.5K
|
3.12K
$981K
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
53+ 0.23% |
$11K - $12.3K
|
23.3K
$7.32M
|