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 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-24- 0.67% |
$4.98K - $5.55K
|
3.58K
$1.11M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 20.0% |
$5.19K - $5.79K
|
100
$31K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 12.5% |
$5.19K - $5.79K
|
175
$54.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-25- 0.45% |
$5.19K - $5.79K
|
5.52K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-25- 1.17% |
$5.19K - $5.79K
|
2.11K
$654K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 0.68% |
$5.19K - $5.79K
|
3.63K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-25- 1.95% |
$5.19K - $5.79K
|
1.26K
$389K
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-25- 2.55% |
$5.19K - $5.79K
|
955
$296K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-25- 1.77% |
$5.19K - $5.79K
|
1.39K
$430K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 0.53% |
$5.19K - $5.79K
|
4.69K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.52% |
$5.19K - $5.79K
|
4.76K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25- 2.55% |
$5.19K - $5.79K
|
955
$296K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-25- 1.52% |
$5.19K - $5.79K
|
1.62K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-25- 0.16% |
$5.19K - $5.79K
|
15.7K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-26- 1.23% |
$5.39K - $6.02K
|
2.08K
$645K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-27- 0.14% |
$5.6K - $6.25K
|
19.1K
$5.92M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-27- 2.09% |
$5.6K - $6.25K
|
1.27K
$393K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-28- 1.87% |
$5.81K - $6.48K
|
1.47K
$455K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-28- 0.02% |
$5.81K - $6.48K
|
122K
$37.9M
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-28- 1.61% |
$5.81K - $6.48K
|
1.71K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-28- 2.42% |
$5.81K - $6.48K
|
1.13K
$350K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-28- 1.09% |
$5.81K - $6.48K
|
2.53K
$785K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-29- 0.2% |
$6.01K - $6.71K
|
14.8K
$4.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-29- 0.74% |
$6.01K - $6.71K
|
3.87K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-29- 0.02% |
$6.01K - $6.71K
|
191K
$59.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
SELL
|
- |
-29- 0.06% |
$6.01K - $6.71K
|
51.2K
$15.9M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-30- 0.44% |
$6.22K - $6.94K
|
6.82K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-30- 2.51% |
$6.22K - $6.94K
|
1.17K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-30- 1.2% |
$6.22K - $6.94K
|
2.47K
$764K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-30- 0.1% |
$6.22K - $6.94K
|
31K
$9.62M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-30- 3.23% |
$6.22K - $6.94K
|
898
$278K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-30- 0.74% |
$6.22K - $6.94K
|
4.03K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-31- 1.73% |
$6.43K - $7.17K
|
1.76K
$545K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-31- 1.35% |
$6.43K - $7.17K
|
2.27K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-31- 2.34% |
$6.43K - $7.17K
|
1.3K
$402K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-31- 2.1% |
$6.43K - $7.17K
|
1.44K
$447K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-32- 16.93% |
$6.64K - $7.41K
|
157
$48.7K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-32- 0.26% |
$6.64K - $7.41K
|
12.2K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-33- 0.99% |
$6.84K - $7.64K
|
3.29K
$1.02M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-34- 0.61% |
$7.05K - $7.87K
|
5.57K
$1.73M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-34- 2.57% |
$7.05K - $7.87K
|
1.29K
$400K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-34- 4.5% |
$7.05K - $7.87K
|
721
$223K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-34- 0.02% |
$7.05K - $7.87K
|
209K
$64.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-35- 1.04% |
$7.26K - $8.1K
|
3.33K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-35- 2.52% |
$7.26K - $8.1K
|
1.35K
$419K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-35- 3.55% |
$7.26K - $8.1K
|
952
$295K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-35- 0.18% |
$7.26K - $8.1K
|
19.9K
$6.18M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-36- 2.56% |
$7.47K - $8.33K
|
1.37K
$425K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-36- 0.32% |
$7.47K - $8.33K
|
11.3K
$3.51M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-37- 0.92% |
$7.67K - $8.56K
|
4K
$1.24M
|