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
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-158- 6.31% |
$32.8K - $36.6K
|
2.35K
$738K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-159- 9.69% |
$33K - $36.8K
|
1.48K
$466K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-159- 5.23% |
$33K - $36.8K
|
2.88K
$906K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-160- 62.75% |
$33.2K - $37K
|
95
$29.9K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 3.84% |
$33.2K - $37K
|
4.01K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-161- 11.0% |
$33.4K - $37.3K
|
1.3K
$410K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-163- 2.92% |
$33.8K - $37.7K
|
5.42K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-163- 0.76% |
$33.8K - $37.7K
|
21.4K
$6.73M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-163- 1.48% |
$33.8K - $37.7K
|
10.9K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-163- 4.81% |
$33.8K - $37.7K
|
3.23K
$1.01M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-163- 1.57% |
$33.8K - $37.7K
|
10.2K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-165- 0.36% |
$34.2K - $38.2K
|
46K
$14.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-166- 0.36% |
$34.4K - $38.4K
|
46.5K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-166- 1.86% |
$34.4K - $38.4K
|
8.77K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-166- 0.46% |
$34.4K - $38.4K
|
35.9K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-166- 4.14% |
$34.4K - $38.4K
|
3.84K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-166- 0.32% |
$34.4K - $38.4K
|
51.1K
$16.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-168- 0.53% |
$34.8K - $38.9K
|
31.3K
$9.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-170- 2.57% |
$35.3K - $39.3K
|
6.44K
$2.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-170- 14.36% |
$35.3K - $39.3K
|
1.01K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-170- 3.13% |
$35.3K - $39.3K
|
5.26K
$1.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-171- 0.47% |
$35.5K - $39.6K
|
36.1K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-172- 3.9% |
$35.7K - $39.8K
|
4.24K
$1.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-173- 4.07% |
$35.9K - $40K
|
4.08K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-174- 2.7% |
$36.1K - $40.3K
|
6.27K
$1.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-175- 4.87% |
$36.3K - $40.5K
|
3.42K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-176- 1.21% |
$36.5K - $40.7K
|
14.4K
$4.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-178- 13.42% |
$36.9K - $41.2K
|
1.15K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-178- 8.71% |
$36.9K - $41.2K
|
1.87K
$587K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-179- 0.32% |
$37.1K - $41.4K
|
55.3K
$17.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-180- 3.83% |
$37.3K - $41.7K
|
4.52K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-180- 4.68% |
$37.3K - $41.7K
|
3.67K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-180- 4.27% |
$37.3K - $41.7K
|
4.03K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-181- 15.4% |
$37.5K - $41.9K
|
994
$313K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-181- 1.75% |
$37.5K - $41.9K
|
10.1K
$3.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-182- 0.82% |
$37.7K - $42.1K
|
22.1K
$6.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-184- 1.17% |
$38.2K - $42.6K
|
15.6K
$4.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.81% |
$38.4K - $42.8K
|
22.6K
$7.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-185- 0.65% |
$38.4K - $42.8K
|
28.3K
$8.92M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-185- 3.48% |
$38.4K - $42.8K
|
5.13K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-186- 1.64% |
$38.6K - $43K
|
11.1K
$3.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-187- 0.43% |
$38.8K - $43.3K
|
42.8K
$13.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-188- 2.35% |
$39K - $43.5K
|
7.8K
$2.45M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-189- 22.21% |
$39.2K - $43.7K
|
662
$208K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-189- 2.94% |
$39.2K - $43.7K
|
6.24K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-190- 2.22% |
$39.4K - $44K
|
8.36K
$2.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-190- 2.86% |
$39.4K - $44K
|
6.45K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-190- 7.2% |
$39.4K - $44K
|
2.45K
$771K
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-190- 0.38% |
$39.4K - $44K
|
50.1K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-190- 4.65% |
$39.4K - $44K
|
3.9K
$1.23M
|