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 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-50- 3.62% |
$10.4K - $11.6K
|
1.33K
$413K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-51- 0.33% |
$10.6K - $11.8K
|
15.4K
$4.76M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 0.46% |
$10.6K - $11.8K
|
10.9K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 2.57% |
$10.6K - $11.8K
|
1.93K
$598K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-52- 0.7% |
$10.8K - $12K
|
7.41K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-52- 8.01% |
$10.8K - $12K
|
597
$185K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52- 1.57% |
$10.8K - $12K
|
3.26K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-53- 0.82% |
$11K - $12.3K
|
6.38K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-53- 0.78% |
$11K - $12.3K
|
6.76K
$2.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-54- 1.24% |
$11.2K - $12.5K
|
4.31K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54- 1.47% |
$11.2K - $12.5K
|
3.62K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-54- 1.44% |
$11.2K - $12.5K
|
3.7K
$1.15M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-54- 0.58% |
$11.2K - $12.5K
|
9.27K
$2.87M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-55- 0.09% |
$11.4K - $12.7K
|
61.4K
$19M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-56- 8.56% |
$11.6K - $13K
|
598
$185K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-56- 0.33% |
$11.6K - $13K
|
16.9K
$5.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-58- 5.92% |
$12K - $13.4K
|
922
$286K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-59- 0.15% |
$12.2K - $13.7K
|
38.4K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-59- 0.35% |
$12.2K - $13.7K
|
16.9K
$5.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-59- 3.63% |
$12.2K - $13.7K
|
1.57K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-59- 0.22% |
$12.2K - $13.7K
|
26.3K
$8.16M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 0.12% |
$12.2K - $13.7K
|
50.8K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-59- 1.45% |
$12.2K - $13.7K
|
4K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-60- 3.86% |
$12.4K - $13.9K
|
1.5K
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-60- 0.79% |
$12.4K - $13.9K
|
7.49K
$2.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-60- 0.08% |
$12.4K - $13.9K
|
71.2K
$22.1M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-60- 0.52% |
$12.4K - $13.9K
|
11.5K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-60- 0.11% |
$12.4K - $13.9K
|
54.3K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-60- 4.86% |
$12.4K - $13.9K
|
1.18K
$364K
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-60- 0.19% |
$12.4K - $13.9K
|
31.2K
$9.65M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-60- 4.71% |
$12.4K - $13.9K
|
1.22K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-61- 4.01% |
$12.7K - $14.1K
|
1.46K
$452K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 3.67% |
$12.7K - $14.1K
|
1.6K
$496K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-62- 3.27% |
$12.9K - $14.3K
|
1.83K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-62- 0.34% |
$12.9K - $14.3K
|
18.4K
$5.71M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-64- 3.06% |
$13.3K - $14.8K
|
2.03K
$629K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-65- 0.58% |
$13.5K - $15K
|
11.2K
$3.46M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-65- 0.4% |
$13.5K - $15K
|
16.1K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-65- 1.45% |
$13.5K - $15K
|
4.41K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-66- 0.39% |
$13.7K - $15.3K
|
16.9K
$5.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-66- 6.83% |
$13.7K - $15.3K
|
901
$279K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-66- 0.05% |
$13.7K - $15.3K
|
128K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-66- 2.9% |
$13.7K - $15.3K
|
2.21K
$684K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-67- 2.48% |
$13.9K - $15.5K
|
2.64K
$818K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-67- 0.94% |
$13.9K - $15.5K
|
7.06K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-67- 3.24% |
$13.9K - $15.5K
|
2K
$620K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-67- 1.38% |
$13.9K - $15.5K
|
4.8K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-67- 3.45% |
$13.9K - $15.5K
|
1.87K
$580K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 0.17% |
$14.3K - $16K
|
41.1K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-69- 0.35% |
$14.3K - $16K
|
19.7K
$6.1M
|