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 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
37+ 0.3% |
$7.67K - $8.56K
|
12.2K
$3.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
37+ 0.3% |
$7.67K - $8.56K
|
12.6K
$3.95M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
37+ 1.54% |
$7.67K - $8.56K
|
2.44K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 0.77% |
$7.67K - $8.56K
|
4.83K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
37+ 0.27% |
$7.67K - $8.56K
|
13.8K
$4.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
36+ 0.89% |
$7.47K - $8.33K
|
4.09K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
35+ 0.56% |
$7.26K - $8.1K
|
6.25K
$1.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
35+ 0.21% |
$7.26K - $8.1K
|
16.5K
$5.2M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
35+ 2.87% |
$7.26K - $8.1K
|
1.26K
$395K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
35+ 2.65% |
$7.26K - $8.1K
|
1.36K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35+ 0.28% |
$7.26K - $8.1K
|
12.4K
$3.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
34+ 2.41% |
$7.05K - $7.87K
|
1.44K
$454K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
34+ 0.16% |
$7.05K - $7.87K
|
21.8K
$6.85M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
34+ 2.32% |
$7.05K - $7.87K
|
1.5K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
34+ 1.07% |
$7.05K - $7.87K
|
3.2K
$1.01M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
34+ 0.11% |
$7.05K - $7.87K
|
30.8K
$9.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
33+ 0.5% |
$6.84K - $7.64K
|
6.68K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
33+ 0.19% |
$6.84K - $7.64K
|
17.8K
$5.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
32+ 2.81% |
$6.64K - $7.41K
|
1.17K
$368K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
32+ 0.4% |
$6.64K - $7.41K
|
7.98K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
32+ 0.3% |
$6.64K - $7.41K
|
10.8K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
31+ 0.47% |
$6.43K - $7.17K
|
6.56K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
31+ 30.39% |
$6.43K - $7.17K
|
133
$41.9K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
31+ 2.2% |
$6.43K - $7.17K
|
1.44K
$453K
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
30+ 1.0% |
$6.22K - $6.94K
|
3.04K
$957K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
30+ 0.25% |
$6.22K - $6.94K
|
12.1K
$3.81M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
30+ 0.27% |
$6.22K - $6.94K
|
11.1K
$3.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
29+ 1.64% |
$6.01K - $6.71K
|
1.79K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29+ 0.1% |
$6.01K - $6.71K
|
28.9K
$9.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
28+ 1.66% |
$5.81K - $6.48K
|
1.72K
$540K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
28+ 2.41% |
$5.81K - $6.48K
|
1.19K
$374K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
28+ 1.86% |
$5.81K - $6.48K
|
1.53K
$482K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
27+ 0.74% |
$5.6K - $6.25K
|
3.68K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
27+ 1.56% |
$5.6K - $6.25K
|
1.76K
$553K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27+ 0.8% |
$5.6K - $6.25K
|
3.4K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
27+ 1.12% |
$5.6K - $6.25K
|
2.45K
$769K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 0.61% |
$5.39K - $6.02K
|
4.28K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
26+ 0.53% |
$5.39K - $6.02K
|
4.9K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
26+ 0.23% |
$5.39K - $6.02K
|
11.5K
$3.61M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26+ 18.57% |
$5.39K - $6.02K
|
166
$52.2K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
26+ 0.31% |
$5.39K - $6.02K
|
8.35K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
26+ 0.23% |
$5.39K - $6.02K
|
11.1K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
26+ 0.23% |
$5.39K - $6.02K
|
11.3K
$3.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
25+ 0.57% |
$5.19K - $5.79K
|
4.39K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
25+ 0.02% |
$5.19K - $5.79K
|
128K
$40.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
25+ 1.79% |
$5.19K - $5.79K
|
1.43K
$448K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
25+ 0.47% |
$5.19K - $5.79K
|
5.4K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25+ 1.78% |
$5.19K - $5.79K
|
1.43K
$449K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
25+ 2.37% |
$5.19K - $5.79K
|
1.08K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
25+ 0.64% |
$5.19K - $5.79K
|
3.92K
$1.23M
|