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
|
Xml Financial, LLC
|
SELL
|
- |
-97- 1.27% |
$20.1K - $22.4K
|
7.53K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-97- 1.71% |
$20.1K - $22.4K
|
5.59K
$1.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-98- 2.83% |
$20.3K - $22.7K
|
3.37K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-98- 8.2% |
$20.3K - $22.7K
|
1.1K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-98- 1.56% |
$20.3K - $22.7K
|
6.2K
$1.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-99- 1.87% |
$20.5K - $22.9K
|
5.19K
$1.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-99- 4.88% |
$20.5K - $22.9K
|
1.93K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-99- 7.57% |
$20.5K - $22.9K
|
1.21K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-99- 2.44% |
$20.5K - $22.9K
|
3.96K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.73% |
$20.7K - $23.1K
|
13.6K
$4.2M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 2.53% |
$20.7K - $23.1K
|
3.86K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-100- 7.17% |
$20.7K - $23.1K
|
1.3K
$401K
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-100- 2.69% |
$20.7K - $23.1K
|
3.62K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 2.25% |
$20.7K - $23.1K
|
4.34K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-100- 3.48% |
$20.7K - $23.1K
|
2.78K
$860K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-100- 4.32% |
$20.7K - $23.1K
|
2.21K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-100- 1.98% |
$20.7K - $23.1K
|
4.96K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 0.07% |
$20.7K - $23.1K
|
150K
$46.5M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 0.57% |
$20.7K - $23.1K
|
17.5K
$5.42M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 7.86% |
$20.7K - $23.1K
|
1.17K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-100- 8.47% |
$20.7K - $23.1K
|
1.08K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-100- 2.51% |
$20.7K - $23.1K
|
3.89K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-100- 1.63% |
$20.7K - $23.1K
|
6.03K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-101- 8.99% |
$20.9K - $23.4K
|
1.02K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-102- 2.51% |
$21.2K - $23.6K
|
3.97K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 0.79% |
$21.4K - $23.8K
|
12.9K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-104- -0.0% |
$21.6K - $24.1K
|
3.96M
$1.23B
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-105- 0.76% |
$21.8K - $24.3K
|
13.8K
$4.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 1.77% |
$21.8K - $24.3K
|
5.82K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-106- 0.62% |
$22K - $24.5K
|
16.9K
$5.24M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-106- 6.72% |
$22K - $24.5K
|
1.47K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-106- 0.29% |
$22K - $24.5K
|
35.9K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-106- 1.13% |
$22K - $24.5K
|
9.26K
$2.87M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-108- 0.45% |
$22.4K - $25K
|
24.1K
$7.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-109- 2.23% |
$22.6K - $25.2K
|
4.77K
$1.48M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-111- 8.6% |
$23K - $25.7K
|
1.18K
$365K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-112- 4.45% |
$23.2K - $25.9K
|
2.41K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-113- 0.16% |
$23.4K - $26.2K
|
71.7K
$22.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-115- 3.32% |
$23.9K - $26.6K
|
3.35K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-115- 0.15% |
$23.9K - $26.6K
|
75.2K
$23.3M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-115- 8.55% |
$23.9K - $26.6K
|
1.23K
$381K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-115- 0.43% |
$23.9K - $26.6K
|
26.8K
$8.3M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-115- 0.93% |
$23.9K - $26.6K
|
12.2K
$3.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-116- 0.17% |
$24.1K - $26.8K
|
66.4K
$20.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-117- 1.91% |
$24.3K - $27.1K
|
6.02K
$1.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-118- 0.63% |
$24.5K - $27.3K
|
18.5K
$5.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-118- 0.98% |
$24.5K - $27.3K
|
12K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-118- 6.63% |
$24.5K - $27.3K
|
1.66K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-119- 1.9% |
$24.7K - $27.5K
|
6.14K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-120- 4.56% |
$24.9K - $27.8K
|
2.51K
$778K
|