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 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5+ 0.39% |
$1.04K - $1.16K
|
1.29K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.04K - $1.16K
|
2.36K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.26% |
$1.04K - $1.16K
|
1.95K
$603K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.08% |
$1.04K - $1.16K
|
6.43K
$1.99M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.23% |
$1.04K - $1.16K
|
2.23K
$690K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.12% |
$830 - $926
|
3.45K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$830 - $926
|
1.27K
$392K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
4+ 0.09% |
$830 - $926
|
4.38K
$1.36M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.12% |
$830 - $926
|
3.32K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3+ 0.21% |
$622 - $694
|
1.42K
$440K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.07% |
$622 - $694
|
4.1K
$1.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3+ 0.01% |
$622 - $694
|
29.4K
$9.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.1% |
$622 - $694
|
2.9K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3+ 0.1% |
$622 - $694
|
2.88K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.25% |
$622 - $694
|
1.21K
$376K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$415 - $463
|
14.5K
$4.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.19% |
$415 - $463
|
1.04K
$322K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.03% |
$415 - $463
|
5.81K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2+ 0.04% |
$415 - $463
|
5.05K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$415 - $463
|
3.48K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.16% |
$415 - $463
|
1.26K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2+ 0.09% |
$415 - $463
|
2.11K
$653K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.14% |
$415 - $463
|
1.39K
$430K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.12% |
$415 - $463
|
1.67K
$518K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$415 - $463
|
2.49K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2+ 0.19% |
$415 - $463
|
1.05K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$415 - $463
|
2.6K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 1.59% |
$415 - $463
|
128
$39.7K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.09% |
$415 - $463
|
2.21K
$683K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2+ 0.02% |
$415 - $463
|
9.64K
$2.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$207 - $231
|
2.89K
$894K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$207 - $231
|
2.61K
$810K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $231
|
1.98K
$613K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.09% |
$207 - $231
|
1.06K
$328K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$207 - $231
|
4.51K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$207 - $231
|
381
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$207 - $231
|
1.02K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1+ 0.04% |
$207 - $231
|
2.41K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.02% |
$207 - $231
|
4.62K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.04% |
$207 - $231
|
2.55K
$789K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$207 - $231
|
202
$62.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.57% |
$207 - $231
|
177
$54.9K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$207 - $231
|
1.2K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.21% |
$207 - $231
|
475
$147K
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$207 - $231
|
762
$236K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1- 6.67% |
$207 - $231
|
14
$4.34K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 5.26% |
$207 - $231
|
18
$5.58K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1- 0.02% |
$207 - $231
|
5.92K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.08% |
$207 - $231
|
1.18K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1- 0.06% |
$207 - $231
|
1.63K
$504K
|