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 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-37- 2.08% |
$7.67K - $8.56K
|
1.74K
$540K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-37- 2.19% |
$7.67K - $8.56K
|
1.65K
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-38- 0.76% |
$7.88K - $8.79K
|
5K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-38- 15.57% |
$7.88K - $8.79K
|
206
$63.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-39- 0.67% |
$8.09K - $9.03K
|
5.81K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-39- 2.55% |
$8.09K - $9.03K
|
1.49K
$462K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-39- 1.92% |
$8.09K - $9.03K
|
1.99K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-39- 0.08% |
$8.09K - $9.03K
|
47K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-39- 1.37% |
$8.09K - $9.03K
|
2.81K
$872K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-40- 0.83% |
$8.3K - $9.26K
|
4.77K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-40- 1.84% |
$8.3K - $9.26K
|
2.14K
$663K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-40- 0.28% |
$8.3K - $9.26K
|
14.1K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-40- 4.06% |
$8.3K - $9.26K
|
946
$293K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-40- 2.98% |
$8.3K - $9.26K
|
1.3K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-40- 0.21% |
$8.3K - $9.26K
|
19.2K
$5.94M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 0.99% |
$8.3K - $9.26K
|
3.98K
$1.23M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.87% |
$8.3K - $9.26K
|
4.57K
$1.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-41- 0.59% |
$8.5K - $9.49K
|
6.95K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-41- 1.85% |
$8.5K - $9.49K
|
2.17K
$673K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-42- 1.04% |
$8.71K - $9.72K
|
3.98K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-42- 3.09% |
$8.71K - $9.72K
|
1.32K
$408K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-43- 0.36% |
$8.92K - $9.95K
|
11.8K
$3.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-43- 0.18% |
$8.92K - $9.95K
|
23.9K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-43- 0.53% |
$8.92K - $9.95K
|
8.12K
$2.52M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-43- 1.26% |
$8.92K - $9.95K
|
3.38K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 4.06% |
$9.13K - $10.2K
|
1.04K
$322K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-44- 1.33% |
$9.13K - $10.2K
|
3.27K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-45- 1.49% |
$9.33K - $10.4K
|
2.97K
$920K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-45- 0.18% |
$9.33K - $10.4K
|
24.6K
$7.62M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-45- 1.45% |
$9.33K - $10.4K
|
3.06K
$950K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-47- 2.79% |
$9.75K - $10.9K
|
1.64K
$508K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-47- 0.63% |
$9.75K - $10.9K
|
7.36K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-47- 1.8% |
$9.75K - $10.9K
|
2.56K
$795K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-47- 2.19% |
$9.75K - $10.9K
|
2.1K
$650K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-48- 0.58% |
$9.96K - $11.1K
|
8.27K
$2.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-48- 2.55% |
$9.96K - $11.1K
|
1.83K
$568K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-48- 0.24% |
$9.96K - $11.1K
|
20.3K
$6.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-49- 0.86% |
$10.2K - $11.3K
|
5.68K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.3% |
$10.2K - $11.3K
|
16.2K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-49- 1.02% |
$10.2K - $11.3K
|
4.75K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-49- 1.81% |
$10.2K - $11.3K
|
2.66K
$825K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-50- 0.86% |
$10.4K - $11.6K
|
5.77K
$1.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-50- 2.89% |
$10.4K - $11.6K
|
1.68K
$521K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.46% |
$10.4K - $11.6K
|
10.8K
$3.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-50- 3.12% |
$10.4K - $11.6K
|
1.56K
$482K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.24% |
$10.4K - $11.6K
|
20.9K
$6.47M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 1.04% |
$10.4K - $11.6K
|
4.77K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 1.34% |
$10.4K - $11.6K
|
3.68K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.84% |
$10.4K - $11.6K
|
5.87K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-50- 1.17% |
$10.4K - $11.6K
|
4.22K
$1.31M
|