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
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-280- 1.55% |
$58.1K - $64.8K
|
17.8K
$5.6M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-280- 1.12% |
$58.1K - $64.8K
|
24.8K
$7.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-281- 2.22% |
$58.3K - $65K
|
12.4K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-282- 8.45% |
$58.5K - $65.3K
|
3.06K
$962K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-283- 1.46% |
$58.7K - $65.5K
|
19.1K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-284- 6.6% |
$58.9K - $65.7K
|
4.02K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-285- 3.19% |
$59.1K - $66K
|
8.66K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-285- 0.41% |
$59.1K - $66K
|
69.7K
$21.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-289- 2.14% |
$59.9K - $66.9K
|
13.2K
$4.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-289- 5.04% |
$59.9K - $66.9K
|
5.45K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-289- 4.87% |
$59.9K - $66.9K
|
5.64K
$1.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 0.58% |
$60.1K - $67.1K
|
50.1K
$15.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-292- 74.49% |
$60.6K - $67.6K
|
100
$31.5K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-295- 1.31% |
$61.2K - $68.3K
|
22.1K
$6.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-297- 3.79% |
$61.6K - $68.7K
|
7.53K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-297- 0.73% |
$61.6K - $68.7K
|
40.5K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-298- 0.25% |
$61.8K - $69K
|
118K
$37.1M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-298- 0.2% |
$61.8K - $69K
|
146K
$46.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-299- 0.81% |
$62K - $69.2K
|
36.6K
$11.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-300- 74.63% |
$62.2K - $69.4K
|
102
$32.1K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 4.49% |
$62.2K - $69.4K
|
6.38K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 37.5% |
$62.2K - $69.4K
|
500
$157K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-301- 9.21% |
$62.4K - $69.7K
|
2.97K
$934K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-303- 0.59% |
$62.8K - $70.1K
|
50.8K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-304- 12.31% |
$63K - $70.4K
|
2.17K
$681K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-305- 0.51% |
$63.3K - $70.6K
|
59.9K
$18.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-305- 12.32% |
$63.3K - $70.6K
|
2.17K
$683K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-306- 3.98% |
$63.5K - $70.8K
|
7.38K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-307- 0.62% |
$63.7K - $71.1K
|
49.1K
$15.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-308- 8.8% |
$63.9K - $71.3K
|
3.19K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-309- 3.55% |
$64.1K - $71.5K
|
8.39K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-309- 22.82% |
$64.1K - $71.5K
|
1.05K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-310- 4.1% |
$64.3K - $71.7K
|
7.25K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-312- 6.09% |
$64.7K - $72.2K
|
4.81K
$1.51M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-315- 7.51% |
$65.3K - $72.9K
|
3.88K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-317- 10.55% |
$65.7K - $73.4K
|
2.69K
$846K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-320- 11.03% |
$66.4K - $74.1K
|
2.58K
$812K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-321- 2.83% |
$66.6K - $74.3K
|
11K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-322- 2.57% |
$66.8K - $74.5K
|
12.2K
$3.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-325- 6.34% |
$67.4K - $75.2K
|
4.8K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-329- 9.23% |
$68.2K - $76.1K
|
3.24K
$1.02M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-330- 4.21% |
$68.4K - $76.4K
|
7.52K
$2.37M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-331- 5.86% |
$68.6K - $76.6K
|
5.31K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-331- 3.77% |
$68.6K - $76.6K
|
8.44K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-332- 3.73% |
$68.9K - $76.8K
|
8.56K
$2.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-334- 12.58% |
$69.3K - $77.3K
|
2.32K
$730K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-339- 11.25% |
$70.3K - $78.5K
|
2.68K
$842K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-342- 7.28% |
$70.9K - $79.2K
|
4.36K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-344- 2.49% |
$71.3K - $79.6K
|
13.5K
$4.24M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-345- 2.03% |
$71.6K - $79.8K
|
16.7K
$5.25M
|