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 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-14- 0.95% |
$2.9K - $3.24K
|
1.47K
$461K
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-14- 1.06% |
$2.9K - $3.24K
|
1.3K
$410K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.22% |
$3.11K - $3.47K
|
6.75K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.15% |
$3.11K - $3.47K
|
9.86K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15- 1.12% |
$3.11K - $3.47K
|
1.32K
$416K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.59% |
$3.11K - $3.47K
|
2.53K
$797K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-15- 0.84% |
$3.11K - $3.47K
|
1.77K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-15- 0.07% |
$3.11K - $3.47K
|
22.8K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-15- 0.38% |
$3.11K - $3.47K
|
3.89K
$1.22M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-15- 1.38% |
$3.11K - $3.47K
|
1.07K
$338K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 1.68% |
$3.11K - $3.47K
|
879
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 24.62% |
$3.32K - $3.7K
|
49
$15.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-16- 1.09% |
$3.32K - $3.7K
|
1.45K
$457K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-16- 0.22% |
$3.32K - $3.7K
|
7.37K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-16- 5.14% |
$3.32K - $3.7K
|
295
$92.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-17- 0.45% |
$3.53K - $3.93K
|
3.75K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-17- 0.49% |
$3.53K - $3.93K
|
3.47K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 15.89% |
$3.53K - $3.93K
|
90
$28.3K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-17- 1.24% |
$3.53K - $3.93K
|
1.35K
$425K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-17- 2.4% |
$3.53K - $3.93K
|
692
$218K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-18- 0.31% |
$3.73K - $4.17K
|
5.72K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-18- 0.47% |
$3.73K - $4.17K
|
3.82K
$1.2M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18- 10.0% |
$3.73K - $4.17K
|
162
$51K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 1.28% |
$3.94K - $4.4K
|
1.46K
$460K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-19- 0.87% |
$3.94K - $4.4K
|
2.16K
$679K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-19- 0.37% |
$3.94K - $4.4K
|
5.07K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20- 1.08% |
$4.15K - $4.63K
|
1.83K
$576K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-20- 0.14% |
$4.15K - $4.63K
|
14.1K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.01% |
$4.15K - $4.63K
|
974
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-20- 0.03% |
$4.15K - $4.63K
|
57.5K
$18.1M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.43% |
$4.15K - $4.63K
|
4.67K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-20- 0.33% |
$4.15K - $4.63K
|
6.1K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.11% |
$4.15K - $4.63K
|
17.5K
$5.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-20- 0.84% |
$4.15K - $4.63K
|
2.36K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 1.15% |
$4.15K - $4.63K
|
1.72K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-20- 0.54% |
$4.15K - $4.63K
|
3.67K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 0.63% |
$4.15K - $4.63K
|
3.16K
$993K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-20- 0.66% |
$4.15K - $4.63K
|
2.99K
$942K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-21- 0.14% |
$4.36K - $4.86K
|
14.6K
$4.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-21- 0.14% |
$4.36K - $4.86K
|
15K
$4.71M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 0.25% |
$4.36K - $4.86K
|
8.47K
$2.67M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-22- 4.53% |
$4.56K - $5.09K
|
464
$146K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.73% |
$4.56K - $5.09K
|
3K
$943K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-22- 0.59% |
$4.56K - $5.09K
|
3.68K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22- 0.11% |
$4.56K - $5.09K
|
20.6K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-22- 0.67% |
$4.56K - $5.09K
|
3.26K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-23- 2.38% |
$4.77K - $5.32K
|
944
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-23- 0.03% |
$4.77K - $5.32K
|
65.9K
$20.7M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-23- 0.6% |
$4.77K - $5.32K
|
3.78K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.83% |
$4.98K - $5.55K
|
2.87K
$904K
|