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 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.84K- 1.61% |
$381K - $425K
|
112K
$34.7M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.84K- 3.49% |
$382K - $426K
|
51K
$15.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.85K- 1.86% |
$384K - $429K
|
97.9K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.86K- 67.49% |
$386K - $431K
|
897
$278K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.89K- 18.85% |
$391K - $437K
|
8.12K
$2.52M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.89K- 6.99% |
$392K - $437K
|
25.1K
$7.79M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.93K- 15.86% |
$401K - $447K
|
10.2K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.94K- 2.93% |
$401K - $448K
|
64.1K
$19.9M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.94K- 7.27% |
$403K - $449K
|
24.8K
$7.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.96K- 14.6% |
$406K - $453K
|
11.5K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.97K- 0.35% |
$408K - $455K
|
561K
$174M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.98K- 1.02% |
$410K - $458K
|
192K
$59.6M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.99K- 15.32% |
$412K - $460K
|
11K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-2.02K- 8.63% |
$419K - $468K
|
21.4K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.04K- 3.77% |
$423K - $472K
|
52K
$16.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 9.0% |
$424K - $473K
|
20.7K
$6.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.05K- 2.47% |
$425K - $474K
|
80.8K
$25M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-2.06K- 23.11% |
$426K - $476K
|
6.84K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.06K- 9.77% |
$427K - $477K
|
19K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.09K- 7.56% |
$433K - $483K
|
25.6K
$7.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.09K- 5.55% |
$434K - $484K
|
35.6K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-2.11K- 2.67% |
$437K - $487K
|
76.9K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 2.09% |
$442K - $493K
|
100K
$31M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-2.14K- 7.65% |
$445K - $496K
|
25.9K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.15K- 10.68% |
$445K - $496K
|
17.9K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 1.37% |
$446K - $497K
|
155K
$47.9M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.17K- 2.84% |
$449K - $501K
|
74.2K
$23M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.17K- 1.59% |
$450K - $502K
|
134K
$41.6M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.18K- 2.7% |
$453K - $505K
|
78.8K
$24.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.2K- 2.29% |
$456K - $509K
|
93.9K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.2K- 5.09% |
$457K - $510K
|
41K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.21K- 5.29% |
$457K - $510K
|
39.5K
$12.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.23K- 23.14% |
$462K - $516K
|
7.4K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.24K- 0.36% |
$465K - $519K
|
613K
$190M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.28K- 10.05% |
$472K - $527K
|
20.4K
$6.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.28K- 26.62% |
$473K - $528K
|
6.29K
$1.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
SELL
|
- |
-2.29K- 3.67% |
$475K - $530K
|
60K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.31K- 3.41% |
$478K - $534K
|
65.3K
$20.2M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 1.78% |
$489K - $545K
|
130K
$40.3M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.37K- 1.48% |
$491K - $547K
|
158K
$48.9M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.4K- 3.08% |
$498K - $555K
|
75.6K
$23.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.41K- 19.02% |
$499K - $557K
|
10.2K
$3.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.42K- 18.02% |
$502K - $560K
|
11K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.43K- 0.84% |
$504K - $563K
|
285K
$88.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.46K- 12.67% |
$510K - $570K
|
17K
$5.26M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.46K- 3.51% |
$511K - $570K
|
67.7K
$21M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-2.52K- 2.59% |
$522K - $582K
|
94.6K
$29.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.54K- 33.02% |
$526K - $587K
|
5.15K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.55K- 1.33% |
$529K - $590K
|
190K
$58.9M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.57K- 3.14% |
$533K - $595K
|
79.3K
$24.6M
|