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 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 0.91% |
$4.98K - $5.55K
|
2.65K
$822K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24+ 4.65% |
$4.98K - $5.55K
|
540
$167K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
23+ 1.48% |
$4.77K - $5.32K
|
1.58K
$488K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 2.07% |
$4.77K - $5.32K
|
1.13K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
23+ 0.3% |
$4.77K - $5.32K
|
7.7K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$4.77K - $5.32K
|
23
$7.13K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
23+ 0.07% |
$4.77K - $5.32K
|
34.9K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 2.29% |
$4.77K - $5.32K
|
1.03K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
23+ 0.21% |
$4.77K - $5.32K
|
10.9K
$3.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.61% |
$4.56K - $5.09K
|
3.62K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 3.24% |
$4.56K - $5.09K
|
701
$217K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
22+ 1.62% |
$4.56K - $5.09K
|
1.38K
$427K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
22+ 4.7% |
$4.56K - $5.09K
|
490
$152K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
22+ 0.38% |
$4.56K - $5.09K
|
5.78K
$1.79M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
22New |
$4.56K - $5.09K
|
22
$6.82K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
21+ 0.16% |
$4.36K - $4.86K
|
12.9K
$3.98M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21+ 1.09% |
$4.36K - $4.86K
|
1.95K
$603K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21+ 1.47% |
$4.36K - $4.86K
|
1.45K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
21+ 0.58% |
$4.36K - $4.86K
|
3.66K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
21+ 31.82% |
$4.36K - $4.86K
|
87
$27K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
20+ 0.09% |
$4.15K - $4.63K
|
21.9K
$6.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
20+ 1.79% |
$4.15K - $4.63K
|
1.14K
$352K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.18% |
$4.15K - $4.63K
|
10.8K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
20+ 1.28% |
$4.15K - $4.63K
|
1.58K
$489K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
19+ 0.26% |
$3.94K - $4.4K
|
7.23K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
19+ 0.12% |
$3.94K - $4.4K
|
15.7K
$4.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 1.83% |
$3.73K - $4.17K
|
999
$310K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18+ 0.45% |
$3.73K - $4.17K
|
4K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
18+ 0.05% |
$3.73K - $4.17K
|
37K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
18+ 0.77% |
$3.73K - $4.17K
|
2.35K
$728K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.57% |
$3.53K - $3.93K
|
2.98K
$924K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 23.61% |
$3.53K - $3.93K
|
89
$27.6K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.15% |
$3.32K - $3.7K
|
10.9K
$3.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
16+ 0.51% |
$3.32K - $3.7K
|
3.15K
$976K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
16+ 0.2% |
$3.32K - $3.7K
|
7.87K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
16+ 0.1% |
$3.32K - $3.7K
|
16.3K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
16+ 0.64% |
$3.32K - $3.7K
|
2.52K
$779K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
15+ 0.49% |
$3.11K - $3.47K
|
3.09K
$958K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 0.9% |
$3.11K - $3.47K
|
1.68K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 1.68% |
$3.11K - $3.47K
|
909
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15+ 2.68% |
$3.11K - $3.47K
|
575
$178K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
15+ 0.38% |
$3.11K - $3.47K
|
3.93K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 0.34% |
$3.11K - $3.47K
|
4.46K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 0.37% |
$3.11K - $3.47K
|
4.07K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15+ 0.78% |
$3.11K - $3.47K
|
1.93K
$598K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.64% |
$3.11K - $3.47K
|
2.37K
$735K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$2.9K - $3.24K
|
8.3K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.69% |
$2.9K - $3.24K
|
2.04K
$631K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
14+ 0.09% |
$2.9K - $3.24K
|
15.8K
$4.91M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.13% |
$2.9K - $3.24K
|
10.8K
$3.34M
|