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 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-191- 2.28% |
$39.6K - $44.2K
|
8.19K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-191- 1.26% |
$39.6K - $44.2K
|
15K
$4.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-192- 0.22% |
$39.8K - $44.4K
|
86.5K
$26.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-195- 0.62% |
$40.4K - $45.1K
|
31.4K
$9.74M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-196- 6.05% |
$40.7K - $45.4K
|
3.05K
$944K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-196- 7.52% |
$40.7K - $45.4K
|
2.41K
$748K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-197- 1.74% |
$40.9K - $45.6K
|
11.1K
$3.45M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-198- 4.05% |
$41.1K - $45.8K
|
4.69K
$1.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-199- 0.66% |
$41.3K - $46.1K
|
30.1K
$9.32M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-199- 5.51% |
$41.3K - $46.1K
|
3.42K
$1.06M
|
|
|
Jun 14, 2024
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-199- 0.16% |
$41.3K - $46.1K
|
122K
$37.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 1.4% |
$41.5K - $46.3K
|
14K
$4.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-200- 16.0% |
$41.5K - $46.3K
|
1.05K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 1.06% |
$41.5K - $46.3K
|
18.7K
$5.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 23.31% |
$41.5K - $46.3K
|
658
$204K
|
|
|
Apr 26, 2023
Q1 2023
|
Westwood Management Corp
|
SELL
|
- |
-200- 0.49% |
$41.5K - $46.3K
|
40.3K
$12.5M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-200- 1.18% |
$41.5K - $46.3K
|
16.7K
$5.18M
|
|
|
May 08, 2023
Q1 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-200- 0.28% |
$41.5K - $46.3K
|
71.5K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.81% |
$41.5K - $46.3K
|
10.8K
$3.36M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.4% |
$41.5K - $46.3K
|
14K
$4.35M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-202- 4.69% |
$41.9K - $46.8K
|
4.11K
$1.27M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-203- 2.33% |
$42.1K - $47K
|
8.51K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-204- 14.53% |
$42.3K - $47.2K
|
1.2K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-204- 10.64% |
$42.3K - $47.2K
|
1.71K
$531K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-205- 6.34% |
$42.5K - $47.4K
|
3.03K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-205- 0.61% |
$42.5K - $47.4K
|
33.4K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-207- 4.11% |
$42.9K - $47.9K
|
4.83K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-207- 3.49% |
$42.9K - $47.9K
|
5.72K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-208- 0.35% |
$43.1K - $48.1K
|
58.6K
$18.2M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-208- 4.69% |
$43.1K - $48.1K
|
4.23K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-208- 0.92% |
$43.1K - $48.1K
|
22.3K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-208- 0.76% |
$43.1K - $48.1K
|
27.1K
$8.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-209- 5.43% |
$43.3K - $48.4K
|
3.64K
$1.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-210- 0.66% |
$43.6K - $48.6K
|
31.6K
$9.79M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-210- 5.54% |
$43.6K - $48.6K
|
3.58K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-211- 1.28% |
$43.8K - $48.8K
|
16.2K
$5.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-215- 10.5% |
$44.6K - $49.8K
|
1.83K
$568K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-215- 7.4% |
$44.6K - $49.8K
|
2.69K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-217- 2.0% |
$45K - $50.2K
|
10.6K
$3.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-218- 1.26% |
$45.2K - $50.5K
|
17K
$5.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-219- 5.79% |
$45.4K - $50.7K
|
3.56K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-220- 0.9% |
$45.6K - $50.9K
|
24.3K
$7.54M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-221- 5.78% |
$45.8K - $51.1K
|
3.6K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-222- 0.89% |
$46K - $51.4K
|
24.8K
$7.7M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 0.64% |
$46K - $51.4K
|
34.6K
$10.7M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 0.64% |
$46K - $51.4K
|
34.6K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-223- 7.14% |
$46.3K - $51.6K
|
2.9K
$898K
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-225- 0.86% |
$46.7K - $52.1K
|
26.1K
$8.08M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-227- 2.58% |
$47.1K - $52.5K
|
8.57K
$2.66M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-228- 0.5% |
$47.3K - $52.8K
|
45.5K
$14.1M
|