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 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-935- 0.21% |
$194K - $216K
|
445K
$140M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-935- 3.1% |
$194K - $216K
|
29.2K
$9.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-936- 5.99% |
$194K - $217K
|
14.7K
$4.62M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-945- 5.6% |
$196K - $219K
|
15.9K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-947- 1.66% |
$196K - $219K
|
56K
$17.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-950- 4.83% |
$197K - $220K
|
18.7K
$5.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-951- 7.85% |
$197K - $220K
|
11.2K
$3.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-957- 4.75% |
$198K - $221K
|
19.2K
$6.04M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-959- 8.28% |
$199K - $222K
|
10.6K
$3.34M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-973- 8.33% |
$202K - $225K
|
10.7K
$3.37M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-979- 0.13% |
$203K - $227K
|
761K
$239M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-980- 44.75% |
$203K - $227K
|
1.21K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-987- 1.74% |
$205K - $228K
|
55.8K
$17.6M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 2.79% |
$207K - $231K
|
34.8K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1K- 13.04% |
$207K - $231K
|
6.67K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1K- 43.67% |
$207K - $231K
|
1.29K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1K- 21.74% |
$207K - $231K
|
3.6K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1K- 27.53% |
$208K - $232K
|
2.64K
$831K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.01K- 9.87% |
$208K - $233K
|
9.18K
$2.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 4.26% |
$208K - $233K
|
22.6K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 1.17% |
$209K - $233K
|
85.1K
$26.8M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.01K- 9.5% |
$210K - $234K
|
9.64K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.01K- 25.85% |
$210K - $234K
|
2.9K
$914K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.02K- 3.18% |
$212K - $236K
|
31.1K
$9.77M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.02K- 6.37% |
$212K - $237K
|
15K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.03K- 0.66% |
$213K - $237K
|
154K
$48.3M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.03K- 1.75% |
$214K - $238K
|
57.8K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.03K- 6.94% |
$214K - $239K
|
13.8K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.03K- 5.77% |
$214K - $239K
|
16.9K
$5.31M
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.03K- 5.74% |
$214K - $239K
|
17K
$5.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.04K- 7.89% |
$216K - $241K
|
12.1K
$3.82M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.05K- 2.33% |
$217K - $242K
|
43.8K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.05K- 0.71% |
$218K - $244K
|
148K
$46.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.07K- 3.33% |
$222K - $248K
|
31.1K
$9.78M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.08K- 40.82% |
$224K - $250K
|
1.57K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 15.16% |
$224K - $250K
|
6.04K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.1K- 5.45% |
$228K - $255K
|
19.1K
$6.01M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.1K- 5.79% |
$229K - $255K
|
17.9K
$5.65M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-1.1K- 0.16% |
$229K - $255K
|
693K
$218M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.11K- 4.92% |
$230K - $257K
|
21.5K
$6.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.11K- 40.97% |
$231K - $258K
|
1.61K
$505K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.12K- 2.55% |
$231K - $258K
|
42.7K
$13.4M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.12K- 32.49% |
$231K - $258K
|
2.32K
$730K
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.13K- 3.75% |
$233K - $260K
|
28.9K
$9.09M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.13K- 3.68% |
$234K - $261K
|
29.4K
$9.27M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 2.81% |
$234K - $262K
|
39K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.13K- 2.9% |
$234K - $262K
|
37.9K
$11.9M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.14K- 1.05% |
$236K - $263K
|
107K
$33.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-1.14K- 1.26% |
$237K - $265K
|
89.9K
$28.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.15K- 6.01% |
$237K - $265K
|
17.9K
$5.64M
|