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 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2- 0.19% |
$415 - $463
|
1.05K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2- 0.01% |
$415 - $463
|
23.1K
$7.17M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2- 0.1% |
$415 - $463
|
1.99K
$617K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-3- 0.03% |
$622 - $694
|
11.9K
$3.7M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-3- 0.29% |
$622 - $694
|
1.04K
$323K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.14% |
$830 - $926
|
2.76K
$855K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4- 0.39% |
$830 - $926
|
1.03K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 3.54% |
$830 - $926
|
109
$33.8K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-4- 1.16% |
$830 - $926
|
340
$105K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4- 0.2% |
$830 - $926
|
2.04K
$633K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4- 17.39% |
$830 - $926
|
19
$5.89K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 1.19% |
$1.04K - $1.16K
|
416
$129K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.27% |
$1.04K - $1.16K
|
148
$45.9K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.39% |
$1.04K - $1.16K
|
1.26K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 1.71% |
$1.04K - $1.16K
|
287
$88.9K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-5- 0.08% |
$1.04K - $1.16K
|
6.3K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$1.04K - $1.16K
|
63.9K
$19.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-6- 17.65% |
$1.24K - $1.39K
|
28
$8.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-6- 1.12% |
$1.24K - $1.39K
|
528
$164K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6- 0.39% |
$1.24K - $1.39K
|
1.52K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6- 0.15% |
$1.24K - $1.39K
|
4.01K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6- 0.2% |
$1.24K - $1.39K
|
3.05K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6- 0.3% |
$1.24K - $1.39K
|
2.01K
$624K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7- 0.49% |
$1.45K - $1.62K
|
1.42K
$441K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-7- 0.23% |
$1.45K - $1.62K
|
3K
$929K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.05% |
$1.45K - $1.62K
|
13.8K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.02% |
$1.45K - $1.62K
|
36.6K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7- 0.16% |
$1.45K - $1.62K
|
4.45K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-7- 0.2% |
$1.45K - $1.62K
|
3.54K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-8- 0.82% |
$1.66K - $1.85K
|
964
$299K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8- 1.44% |
$1.66K - $1.85K
|
549
$170K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9- 0.35% |
$1.87K - $2.08K
|
2.59K
$801K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-9- 0.21% |
$1.87K - $2.08K
|
4.27K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-9- 0.07% |
$1.87K - $2.08K
|
12.4K
$3.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9- 0.27% |
$1.87K - $2.08K
|
3.29K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9- 0.29% |
$1.87K - $2.08K
|
3.11K
$964K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.87K - $2.08K
|
4.92K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9- 0.41% |
$1.87K - $2.08K
|
2.19K
$679K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9- 0.27% |
$1.87K - $2.08K
|
3.28K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-10- 0.34% |
$2.07K - $2.31K
|
2.96K
$917K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.98% |
$2.07K - $2.31K
|
1.02K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-10- 0.18% |
$2.07K - $2.31K
|
5.57K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 6.85% |
$2.07K - $2.31K
|
136
$42.1K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-11- 0.08% |
$2.28K - $2.55K
|
13.6K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-11- 0.14% |
$2.28K - $2.55K
|
8.14K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-12- 0.26% |
$2.49K - $2.78K
|
4.58K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-12- 0.86% |
$2.49K - $2.78K
|
1.39K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-13- 0.06% |
$2.7K - $3.01K
|
22.6K
$7.01M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-13- 0.57% |
$2.7K - $3.01K
|
2.28K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-13- 0.97% |
$2.7K - $3.01K
|
1.33K
$411K
|