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
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.46K- 32.29% |
$303K - $339K
|
3.07K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.46K- 10.38% |
$303K - $339K
|
12.6K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.46K- 1.85% |
$303K - $339K
|
77.8K
$24.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.47K- 46.21% |
$304K - $340K
|
1.71K
$530K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.48K- 29.08% |
$306K - $342K
|
3.6K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 4.41% |
$309K - $345K
|
32.3K
$10M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.49K- 10.45% |
$310K - $346K
|
12.8K
$3.97M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 0.58% |
$310K - $346K
|
255K
$79.2M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.5K- 1.86% |
$310K - $346K
|
79.2K
$24.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.5K- 35.58% |
$311K - $347K
|
2.71K
$841K
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.5K- 3.4% |
$311K - $347K
|
42.6K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.5K- 15.03% |
$312K - $348K
|
8.49K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.5K- 5.41% |
$312K - $348K
|
26.3K
$8.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 6.86% |
$313K - $350K
|
20.5K
$6.35M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.51K- 9.78% |
$314K - $350K
|
14K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.52K- 10.35% |
$316K - $352K
|
13.2K
$4.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.52K- 10.47% |
$316K - $352K
|
13K
$4.04M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.52K- 12.65% |
$316K - $352K
|
10.5K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-1.54K- 1.7% |
$319K - $355K
|
88.7K
$27.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.54K- 20.52% |
$319K - $356K
|
5.95K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.56K- 8.05% |
$324K - $361K
|
17.8K
$5.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.56K- 7.81% |
$324K - $362K
|
18.4K
$5.71M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.56K- 1.43% |
$324K - $362K
|
108K
$33.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.57K- 1.09% |
$326K - $363K
|
143K
$44.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.57K- 2.04% |
$326K - $364K
|
75.6K
$23.4M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.58K- 33.97% |
$327K - $365K
|
3.06K
$950K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 2.61% |
$327K - $365K
|
58.9K
$18.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.59K- 3.52% |
$330K - $368K
|
43.7K
$13.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.63K- 1.54% |
$338K - $377K
|
104K
$32.3M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.63K- 0.97% |
$338K - $377K
|
167K
$51.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.06% |
$339K - $378K
|
30.6K
$9.5M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.64K- 53.23% |
$340K - $379K
|
1.44K
$446K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.64K- 22.68% |
$340K - $380K
|
5.59K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.65K- 12.78% |
$343K - $383K
|
11.3K
$3.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.65K- 3.31% |
$343K - $383K
|
48.4K
$15M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.66K- 1.6% |
$344K - $383K
|
102K
$31.5M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.69K- 8.36% |
$350K - $390K
|
18.5K
$5.73M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.69K- 6.28% |
$351K - $391K
|
25.2K
$7.82M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.7K- 41.3% |
$352K - $393K
|
2.42K
$748K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.7K- 1.63% |
$353K - $393K
|
102K
$31.7M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.71K- 9.8% |
$354K - $395K
|
15.7K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.72K- 7.78% |
$356K - $397K
|
20.3K
$6.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.74K- 5.51% |
$361K - $403K
|
29.9K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.74K- 9.54% |
$362K - $404K
|
16.5K
$5.12M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.75K- 9.99% |
$363K - $405K
|
15.8K
$4.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.76K- 3.34% |
$365K - $407K
|
50.9K
$15.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.78K- 0.23% |
$369K - $412K
|
774K
$240M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.78K- 17.32% |
$369K - $412K
|
8.49K
$2.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 5.9% |
$372K - $415K
|
28.6K
$8.87M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.83K- 2.27% |
$379K - $423K
|
78.8K
$24.4M
|