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 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
14+ 0.23% |
$2.9K - $3.24K
|
6.19K
$1.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.85% |
$2.7K - $3.01K
|
1.54K
$478K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.47% |
$2.7K - $3.01K
|
898
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.17% |
$2.7K - $3.01K
|
7.79K
$2.41M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$2.7K - $3.01K
|
4.72K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13+ 0.07% |
$2.7K - $3.01K
|
17.8K
$5.52M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
13+ 0.45% |
$2.7K - $3.01K
|
2.88K
$892K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13+ 0.36% |
$2.7K - $3.01K
|
3.66K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13+ 0.91% |
$2.7K - $3.01K
|
1.44K
$447K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 0.18% |
$2.49K - $2.78K
|
6.61K
$2.05M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12+ 0.08% |
$2.49K - $2.78K
|
15.7K
$4.86M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.17% |
$2.28K - $2.55K
|
6.34K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11+ 0.02% |
$2.28K - $2.55K
|
44.6K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
11+ 1.13% |
$2.28K - $2.55K
|
984
$305K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
11+ 0.1% |
$2.28K - $2.55K
|
10.8K
$3.35M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
10+ 0.46% |
$2.07K - $2.31K
|
2.16K
$670K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
10+ 0.05% |
$2.07K - $2.31K
|
20.7K
$6.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.09% |
$2.07K - $2.31K
|
10.9K
$3.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.46% |
$2.07K - $2.31K
|
2.18K
$675K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10+ 0.81% |
$2.07K - $2.31K
|
1.25K
$387K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 4.78% |
$2.07K - $2.31K
|
219
$67.9K
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
10+ 0.08% |
$2.07K - $2.31K
|
13.3K
$4.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9+ 0.41% |
$1.87K - $2.08K
|
2.22K
$687K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
9+ 0.14% |
$1.87K - $2.08K
|
6.58K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
9+ 0.2% |
$1.87K - $2.08K
|
4.62K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
9+ 0.38% |
$1.87K - $2.08K
|
2.4K
$743K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.87K - $2.08K
|
4.23K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
9+ 0.26% |
$1.87K - $2.08K
|
3.43K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9+ 0.54% |
$1.87K - $2.08K
|
1.69K
$523K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.45% |
$1.66K - $1.85K
|
1.79K
$554K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.45% |
$1.66K - $1.85K
|
1.79K
$554K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
8+ 0.24% |
$1.66K - $1.85K
|
3.41K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.05% |
$1.66K - $1.85K
|
15.4K
$4.79M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
8+ 0.58% |
$1.66K - $1.85K
|
1.38K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.15% |
$1.66K - $1.85K
|
5.38K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
8New |
$1.66K - $1.85K
|
8
$2.48K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7+ 0.57% |
$1.45K - $1.62K
|
1.23K
$382K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
7+ 0.01% |
$1.45K - $1.62K
|
57.2K
$17.7M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6+ 0.27% |
$1.24K - $1.39K
|
2.24K
$695K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
6+ 0.1% |
$1.24K - $1.39K
|
6K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.15% |
$1.24K - $1.39K
|
4.07K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$1.24K - $1.39K
|
2.15K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6+ 0.15% |
$1.24K - $1.39K
|
3.93K
$1.22M
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
6+ 0.11% |
$1.24K - $1.39K
|
5.37K
$1.66M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 3.09% |
$1.04K - $1.16K
|
167
$51.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.04% |
$1.04K - $1.16K
|
12.9K
$4M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5+ 0.5% |
$1.04K - $1.16K
|
1.01K
$314K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
5+ 0.31% |
$1.04K - $1.16K
|
1.59K
$494K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
5+ 0.42% |
$1.04K - $1.16K
|
1.19K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.18% |
$1.04K - $1.16K
|
2.85K
$883K
|