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
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-120- 2.76% |
$24.9K - $27.8K
|
4.23K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-120- 0.28% |
$24.9K - $27.8K
|
42.5K
$13.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-121- 1.44% |
$25.1K - $28K
|
8.28K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-121- 0.63% |
$25.1K - $28K
|
19.1K
$5.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-122- 10.3% |
$25.3K - $28.2K
|
1.06K
$329K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-123- 0.74% |
$25.5K - $28.5K
|
16.6K
$5.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-124- 7.95% |
$25.7K - $28.7K
|
1.44K
$445K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 1.1% |
$25.9K - $28.9K
|
11.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125- 95.42% |
$25.9K - $28.9K
|
6
$1.86K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-125- 9.28% |
$25.9K - $28.9K
|
1.22K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-126- 0.7% |
$26.1K - $29.2K
|
17.8K
$5.53M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-130- 65.99% |
$27K - $30.1K
|
67
$20.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-131- 0.83% |
$27.2K - $30.3K
|
15.7K
$4.85M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-131- 1.61% |
$27.2K - $30.3K
|
8.01K
$2.48M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-132- 1.34% |
$27.4K - $30.6K
|
9.69K
$3M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-133- 5.87% |
$27.6K - $30.8K
|
2.13K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-133- 7.73% |
$27.6K - $30.8K
|
1.59K
$492K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-134- 3.18% |
$27.8K - $31K
|
4.08K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-135- 2.14% |
$28K - $31.2K
|
6.18K
$1.92M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-136- 8.16% |
$28.2K - $31.5K
|
1.53K
$474K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-137- 0.79% |
$28.4K - $31.7K
|
17.3K
$5.36M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-137- 0.49% |
$28.4K - $31.7K
|
27.7K
$8.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-138- 0.8% |
$28.6K - $31.9K
|
17.1K
$5.31M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-138- 0.87% |
$28.6K - $31.9K
|
15.6K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-138- 0.23% |
$28.6K - $31.9K
|
60.9K
$18.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-140- 0.6% |
$29K - $32.4K
|
23.2K
$7.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-141- 1.29% |
$29.2K - $32.6K
|
10.7K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-142- 1.31% |
$29.5K - $32.9K
|
10.7K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-142- 8.41% |
$29.5K - $32.9K
|
1.55K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-143- 6.07% |
$29.7K - $33.1K
|
2.21K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-143Closed |
$29.7K - $33.1K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-144- 7.0% |
$29.9K - $33.3K
|
1.91K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-146- 1.0% |
$30.3K - $33.8K
|
14.5K
$4.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-148- 2.85% |
$30.7K - $34.3K
|
5.04K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-148- 4.81% |
$30.7K - $34.3K
|
2.93K
$907K
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-149- 1.57% |
$30.9K - $34.5K
|
9.35K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-149- 5.1% |
$30.9K - $34.5K
|
2.77K
$859K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-150- 2.47% |
$31.1K - $34.7K
|
5.91K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-150- 1.33% |
$31.1K - $34.7K
|
11.1K
$3.45M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.5% |
$31.1K - $34.7K
|
4.13K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 0.33% |
$31.1K - $34.7K
|
45.3K
$14.1M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-150- 2.36% |
$31.1K - $34.7K
|
6.2K
$1.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-151- 0.69% |
$31.3K - $34.9K
|
21.6K
$6.69M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-151- 1.66% |
$31.3K - $34.9K
|
8.97K
$2.78M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-151- 8.55% |
$31.3K - $34.9K
|
1.62K
$501K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-153- 9.28% |
$31.7K - $35.4K
|
1.5K
$463K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-153- 4.11% |
$31.7K - $35.4K
|
3.57K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-154- 2.97% |
$31.9K - $35.6K
|
5.03K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-156- 4.62% |
$32.4K - $36.1K
|
3.22K
$997K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-157- 6.96% |
$32.6K - $36.3K
|
2.1K
$650K
|