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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
53+ 1.3% |
$11K - $12.3K
|
4.13K
$1.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 3.49% |
$10.8K - $12K
|
1.54K
$486K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
51+ 2.41% |
$10.6K - $11.8K
|
2.16K
$681K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.6% |
$10.6K - $11.8K
|
8.51K
$2.68M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51+ 0.07% |
$10.6K - $11.8K
|
76.4K
$24.1M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
51+ 2.76% |
$10.6K - $11.8K
|
1.9K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
51+ 2.26% |
$10.6K - $11.8K
|
2.31K
$725K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
51+ 2.27% |
$10.6K - $11.8K
|
2.3K
$724K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
50+ 1.66% |
$10.4K - $11.6K
|
3.07K
$965K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 0.49% |
$10.4K - $11.6K
|
10.3K
$3.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.21% |
$10.4K - $11.6K
|
24.4K
$7.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
50+ 3.09% |
$10.4K - $11.6K
|
1.67K
$524K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 13.16% |
$10.4K - $11.6K
|
430
$135K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
50+ 0.88% |
$10.4K - $11.6K
|
5.74K
$1.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49+ 1.39% |
$10.2K - $11.3K
|
3.58K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.74% |
$10.2K - $11.3K
|
6.66K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
49+ 0.28% |
$10.2K - $11.3K
|
17.3K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
49+ 0.03% |
$10.2K - $11.3K
|
173K
$54.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
48+ 0.11% |
$9.96K - $11.1K
|
45.5K
$14.3M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
48+ 0.3% |
$9.96K - $11.1K
|
16K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
46+ 0.15% |
$9.54K - $10.6K
|
30.8K
$9.69M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
46+ 0.67% |
$9.54K - $10.6K
|
6.94K
$2.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
45+ 1.57% |
$9.33K - $10.4K
|
2.91K
$917K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 0.08% |
$9.33K - $10.4K
|
55.4K
$17.4M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
44+ 0.79% |
$9.13K - $10.2K
|
5.61K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
44+ 0.16% |
$9.13K - $10.2K
|
26.8K
$8.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
43+ 0.37% |
$8.92K - $9.95K
|
11.8K
$3.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
43+ 3.62% |
$8.92K - $9.95K
|
1.23K
$388K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
43+ 0.68% |
$8.92K - $9.95K
|
6.41K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
43+ 2.21% |
$8.92K - $9.95K
|
1.99K
$626K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
42+ 0.93% |
$8.71K - $9.72K
|
4.55K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
42+ 3.56% |
$8.71K - $9.72K
|
1.22K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
42+ 0.4% |
$8.71K - $9.72K
|
10.5K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
42+ 0.76% |
$8.71K - $9.72K
|
5.55K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
42+ 200.0% |
$8.71K - $9.72K
|
63
$19.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
41+ 2.03% |
$8.5K - $9.49K
|
2.06K
$647K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
40+ 1.19% |
$8.3K - $9.26K
|
3.41K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
40+ 9.07% |
$8.3K - $9.26K
|
481
$151K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
40+ 1.57% |
$8.3K - $9.26K
|
2.59K
$814K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
39+ 2.75% |
$8.09K - $9.03K
|
1.46K
$459K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
39+ 2.28% |
$8.09K - $9.03K
|
1.75K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
39+ 1.93% |
$8.09K - $9.03K
|
2.06K
$649K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39New |
$8.09K - $9.03K
|
39
$12.3K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 0.34% |
$8.09K - $9.03K
|
11.6K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
39+ 2.09% |
$8.09K - $9.03K
|
1.9K
$599K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
39+ 0.2% |
$8.09K - $9.03K
|
19.3K
$6.06M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.9% |
$8.09K - $9.03K
|
4.38K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
38+ 18.36% |
$7.88K - $8.79K
|
245
$77.1K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
38+ 0.09% |
$7.88K - $8.79K
|
42.5K
$13.4M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
38+ 0.52% |
$7.88K - $8.79K
|
7.39K
$2.33M
|