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 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-503- 0.1% |
$104K - $116K
|
482K
$152M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-505- 1.23% |
$105K - $117K
|
40.5K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-506- 34.28% |
$105K - $117K
|
970
$305K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-507- 4.51% |
$105K - $117K
|
10.7K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-513- 2.33% |
$106K - $119K
|
21.5K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-517- 11.0% |
$107K - $120K
|
4.19K
$1.32M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-522- 9.43% |
$108K - $121K
|
5.02K
$1.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-523- 17.16% |
$108K - $121K
|
2.53K
$795K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-524- 25.94% |
$109K - $121K
|
1.5K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-527- 3.39% |
$109K - $122K
|
15K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-527- 4.64% |
$109K - $122K
|
10.8K
$3.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-529- 2.0% |
$110K - $122K
|
25.9K
$8.15M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-530- 1.84% |
$110K - $123K
|
28.3K
$8.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-530- 3.59% |
$110K - $123K
|
14.2K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-530- 0.84% |
$110K - $123K
|
62.7K
$19.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-539- 1.8% |
$112K - $125K
|
29.5K
$9.27M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-540- 0.78% |
$112K - $125K
|
68.7K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-540- 0.99% |
$112K - $125K
|
54.2K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-542- 2.29% |
$112K - $125K
|
23.1K
$7.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-543- 2.07% |
$113K - $126K
|
25.6K
$8.07M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-543- 2.93% |
$113K - $126K
|
18K
$5.65M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-547- 3.44% |
$113K - $127K
|
15.4K
$4.83M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-550- 31.43% |
$114K - $127K
|
1.2K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-552- 25.47% |
$114K - $128K
|
1.62K
$508K
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-553- 1.98% |
$115K - $128K
|
27.3K
$8.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-556- 0.82% |
$115K - $129K
|
67.1K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-556- 0.64% |
$115K - $129K
|
85.9K
$27M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-559- 6.91% |
$116K - $129K
|
7.53K
$2.37M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-561- 0.65% |
$116K - $130K
|
86.2K
$27.1M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-561- 1.88% |
$116K - $130K
|
29.2K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-561- 0.87% |
$116K - $130K
|
63.6K
$20M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-563- 0.95% |
$117K - $130K
|
58.4K
$18.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-566- 4.47% |
$117K - $131K
|
12.1K
$3.81M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-567- 8.68% |
$118K - $131K
|
5.97K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-569- 1.39% |
$118K - $132K
|
40.5K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-572- 1.65% |
$119K - $132K
|
34.1K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-573- 1.5% |
$119K - $133K
|
37.6K
$11.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-574- 4.39% |
$119K - $133K
|
12.5K
$3.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-574- 0.5% |
$119K - $133K
|
115K
$36.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-575- 1.08% |
$119K - $133K
|
52.9K
$16.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-575- 0.45% |
$119K - $133K
|
129K
$40.5M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-580- 2.68% |
$120K - $134K
|
21.1K
$6.63M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-586- 2.88% |
$122K - $136K
|
19.8K
$6.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-589- 10.09% |
$122K - $136K
|
5.25K
$1.65M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-589Closed |
$122K - $136K
|
0
$0
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-595- 31.82% |
$123K - $138K
|
1.28K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600- 29.23% |
$124K - $139K
|
1.45K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-605- 5.03% |
$125K - $140K
|
11.4K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-606- 6.48% |
$126K - $140K
|
8.74K
$2.75M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-608- 10.12% |
$126K - $141K
|
5.4K
$1.7M
|