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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-347- 2.63% |
$72K - $80.3K
|
12.8K
$4.04M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-347- 9.35% |
$72K - $80.3K
|
3.36K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-347- 8.34% |
$72K - $80.3K
|
3.82K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-348- 4.71% |
$72.2K - $80.5K
|
7.05K
$2.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-349- 20.41% |
$72.4K - $80.8K
|
1.36K
$428K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-350- 4.67% |
$72.6K - $81K
|
7.15K
$2.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-350- 7.21% |
$72.6K - $81K
|
4.5K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-350- 4.61% |
$72.6K - $81K
|
7.25K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-351- 0.33% |
$72.8K - $81.2K
|
105K
$33M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-351- 2.78% |
$72.8K - $81.2K
|
12.3K
$3.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-354- 1.1% |
$73.4K - $81.9K
|
31.9K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-356- 0.92% |
$73.8K - $82.4K
|
38.3K
$12M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-357- 13.3% |
$74K - $82.6K
|
2.33K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-357- 3.34% |
$74K - $82.6K
|
10.3K
$3.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-359- 0.56% |
$74.5K - $83.1K
|
63.9K
$20.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-362- 2.58% |
$75.1K - $83.8K
|
13.7K
$4.31M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-362- 4.37% |
$75.1K - $83.8K
|
7.91K
$2.49M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-363- 9.31% |
$75.3K - $84K
|
3.54K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-366- 4.49% |
$75.9K - $84.7K
|
7.78K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-367- 0.93% |
$76.1K - $84.9K
|
39.1K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-369- 24.17% |
$76.5K - $85.4K
|
1.16K
$364K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-370- 1.21% |
$76.7K - $85.6K
|
30.3K
$9.53M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-371- 3.34% |
$76.9K - $85.9K
|
10.7K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-373- 3.95% |
$77.4K - $86.3K
|
9.07K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-374- 16.49% |
$77.6K - $86.6K
|
1.89K
$596K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-375- 5.14% |
$77.8K - $86.8K
|
6.92K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-377- 17.89% |
$78.2K - $87.3K
|
1.73K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-377- 0.81% |
$78.2K - $87.3K
|
46.4K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-378- 2.15% |
$78.4K - $87.5K
|
17.2K
$5.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-380- 1.64% |
$78.8K - $87.9K
|
22.7K
$7.15M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-380- 15.1% |
$78.8K - $87.9K
|
2.14K
$672K
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-383- 1.28% |
$79.4K - $88.6K
|
29.5K
$9.29M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-383- 0.92% |
$79.4K - $88.6K
|
41.3K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-383- 8.67% |
$79.4K - $88.6K
|
4.03K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-384- 4.06% |
$79.6K - $88.9K
|
9.07K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-387- 1.58% |
$80.3K - $89.6K
|
24K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-387- 4.45% |
$80.3K - $89.6K
|
8.31K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-391- 3.35% |
$81.1K - $90.5K
|
11.3K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-392- 5.9% |
$81.3K - $90.7K
|
6.25K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-396- 1.95% |
$82.1K - $91.7K
|
19.9K
$6.26M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-396- 0.61% |
$82.1K - $91.7K
|
64.5K
$20.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-398- 2.06% |
$82.5K - $92.1K
|
18.9K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-398- 2.03% |
$82.5K - $92.1K
|
19.2K
$6.05M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-399- 6.35% |
$82.8K - $92.3K
|
5.89K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-399- 13.6% |
$82.8K - $92.3K
|
2.53K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-400- 0.04% |
$83K - $92.6K
|
1.12M
$354M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-408- 0.21% |
$84.6K - $94.4K
|
196K
$61.5M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-408- 1.46% |
$84.6K - $94.4K
|
27.5K
$8.67M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-410- 2.75% |
$85K - $94.9K
|
14.5K
$4.56M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-410- 0.34% |
$85K - $94.9K
|
120K
$37.7M
|