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 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-411- 22.9% |
$85.2K - $95.1K
|
1.38K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-414- 0.86% |
$85.9K - $95.8K
|
47.6K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-415- 2.93% |
$86.1K - $96K
|
13.7K
$4.25M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-415- 12.43% |
$86.1K - $96K
|
2.92K
$906K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-416- 28.53% |
$86.3K - $96.3K
|
1.04K
$323K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-416- 1.3% |
$86.3K - $96.3K
|
31.5K
$9.75M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-417- 11.22% |
$86.5K - $96.5K
|
3.3K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-418- 21.21% |
$86.7K - $96.7K
|
1.55K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-418- 1.67% |
$86.7K - $96.7K
|
24.6K
$7.62M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-420- 2.92% |
$87.1K - $97.2K
|
14K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-420- 11.28% |
$87.1K - $97.2K
|
3.31K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-421- 6.1% |
$87.3K - $97.4K
|
6.48K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-421- 0.59% |
$87.3K - $97.4K
|
70.6K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-439- 7.86% |
$91K - $102K
|
5.14K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-440- 0.25% |
$91.3K - $102K
|
177K
$54.8M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-440- 0.91% |
$91.3K - $102K
|
48.1K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-441- 4.28% |
$91.5K - $102K
|
9.87K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-446- 7.13% |
$92.5K - $103K
|
5.81K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-447- 19.57% |
$92.7K - $103K
|
1.84K
$569K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-449- 5.41% |
$93.1K - $104K
|
7.85K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-449- 9.1% |
$93.1K - $104K
|
4.49K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-450- 2.22% |
$93.3K - $104K
|
19.9K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-450- 1.1% |
$93.3K - $104K
|
40.3K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-450- 11.25% |
$93.3K - $104K
|
3.55K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-451- 0.39% |
$93.5K - $104K
|
116K
$35.9M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-453- 0.74% |
$94K - $105K
|
60.5K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-457- 1.53% |
$94.8K - $106K
|
29.5K
$9.14M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-457- 1.0% |
$94.8K - $106K
|
45.4K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-470- 0.05% |
$97.5K - $109K
|
938K
$291M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-471- 13.4% |
$97.7K - $109K
|
3.04K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-471- 12.18% |
$97.7K - $109K
|
3.4K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-472- 1.72% |
$97.9K - $109K
|
26.9K
$8.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-475- 0.47% |
$98.5K - $110K
|
101K
$31.4M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-479- 1.13% |
$99.3K - $111K
|
41.8K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-480- 0.39% |
$99.6K - $111K
|
123K
$38M
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-483- 2.25% |
$100K - $112K
|
21K
$6.51M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-486- 13.61% |
$101K - $112K
|
3.09K
$956K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-490- 4.51% |
$102K - $113K
|
10.4K
$3.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-491- 5.39% |
$102K - $114K
|
8.61K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-492- 9.37% |
$102K - $114K
|
4.76K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-493- 0.7% |
$102K - $114K
|
70.4K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-494- 7.74% |
$102K - $114K
|
5.89K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-495- 7.86% |
$103K - $115K
|
5.8K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-495- 8.87% |
$103K - $115K
|
5.09K
$1.58M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-499- 9.78% |
$103K - $115K
|
4.6K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-500- 0.39% |
$104K - $116K
|
129K
$40M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-500- 0.35% |
$104K - $116K
|
143K
$44.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-500- 0.54% |
$104K - $116K
|
91.7K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 11.11% |
$104K - $116K
|
4K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-501- 3.2% |
$104K - $116K
|
15.2K
$4.7M
|