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 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-229- 11.08% |
$47.5K - $53K
|
1.84K
$569K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-229- 2.53% |
$47.5K - $53K
|
8.83K
$2.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-231- 0.65% |
$47.9K - $53.5K
|
35.5K
$11M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-232- 0.85% |
$48.1K - $53.7K
|
27.1K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-233- 10.84% |
$48.3K - $53.9K
|
1.92K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-234- 3.61% |
$48.5K - $54.2K
|
6.24K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-235- 3.01% |
$48.7K - $54.4K
|
7.58K
$2.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-235- 5.64% |
$48.7K - $54.4K
|
3.93K
$1.22M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-236- 7.41% |
$48.9K - $54.6K
|
2.95K
$915K
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-238- 0.73% |
$49.4K - $55.1K
|
32.2K
$9.97M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-238- 1.08% |
$49.4K - $55.1K
|
21.8K
$6.76M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-238- 14.94% |
$49.4K - $55.1K
|
1.36K
$420K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-239- 15.9% |
$49.6K - $55.3K
|
1.26K
$392K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-240- 3.67% |
$49.8K - $55.5K
|
6.29K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-240- 4.16% |
$49.8K - $55.5K
|
5.53K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-246- 2.22% |
$51K - $56.9K
|
10.8K
$3.35M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-247- 2.47% |
$51.2K - $57.2K
|
9.77K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-247- 1.69% |
$51.2K - $57.2K
|
14.4K
$4.45M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-248- 2.75% |
$51.4K - $57.4K
|
8.78K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-249- 0.61% |
$51.6K - $57.6K
|
40.9K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-249- 0.19% |
$51.6K - $57.6K
|
129K
$39.9M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-249- 1.38% |
$51.6K - $57.6K
|
17.8K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-250- 9.9% |
$51.9K - $57.9K
|
2.28K
$705K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-250- 8.47% |
$51.9K - $57.9K
|
2.7K
$837K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-253- 18.47% |
$52.5K - $58.6K
|
1.12K
$346K
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-253- 0.7% |
$52.5K - $58.6K
|
36K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-253- 8.25% |
$52.5K - $58.6K
|
2.81K
$872K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-254- 2.4% |
$52.7K - $58.8K
|
10.3K
$3.2M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-254- 1.3% |
$52.7K - $58.8K
|
19.3K
$5.99M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-255- 8.58% |
$52.9K - $59K
|
2.72K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-255- 47.49% |
$52.9K - $59K
|
282
$87.4K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-258- 0.77% |
$53.5K - $59.7K
|
33.1K
$10.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-259- 0.36% |
$53.7K - $59.9K
|
71.1K
$22M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-260- 1.0% |
$53.9K - $60.2K
|
25.8K
$8M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-262- 6.55% |
$54.3K - $60.6K
|
3.74K
$1.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-263- 5.71% |
$54.5K - $60.9K
|
4.34K
$1.35M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-264- 1.77% |
$54.8K - $61.1K
|
14.6K
$4.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-265- 4.07% |
$55K - $61.3K
|
6.24K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-265- 0.8% |
$55K - $61.3K
|
33K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-265- 2.86% |
$55K - $61.3K
|
9.01K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-266- 1.59% |
$55.2K - $61.6K
|
16.4K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-266- 0.52% |
$55.2K - $61.6K
|
51.3K
$15.9M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-268- 4.11% |
$55.6K - $62K
|
6.26K
$1.94M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-268- 4.11% |
$55.6K - $62K
|
6.26K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-269- 1.07% |
$55.8K - $62.3K
|
24.8K
$7.69M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-270- 15.44% |
$56K - $62.5K
|
1.48K
$458K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-271- 3.06% |
$56.2K - $62.7K
|
8.6K
$2.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-278- 0.2% |
$57.7K - $64.3K
|
138K
$42.8M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-278- 9.04% |
$57.7K - $64.3K
|
2.8K
$867K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-279- 9.67% |
$57.9K - $64.6K
|
2.61K
$808K
|