Purchases and Sales Made in Q3 2022 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.12% |
$8.86K - $10.9K
|
43.1K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
50+ 3.41% |
$8.86K - $10.9K
|
1.52K
$482K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
49+ 1.52% |
$8.69K - $10.6K
|
3.28K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
49+ 6.9% |
$8.69K - $10.6K
|
759
$241K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
49+ 0.62% |
$8.69K - $10.6K
|
8.01K
$2.55M
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
48+ 1.35% |
$8.51K - $10.4K
|
3.6K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48+ 0.09% |
$8.51K - $10.4K
|
51K
$16.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
47+ 0.28% |
$8.33K - $10.2K
|
16.9K
$5.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
47+ 0.48% |
$8.33K - $10.2K
|
9.78K
$3.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
47+ 0.25% |
$8.33K - $10.2K
|
19.2K
$6.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
46+ 124.32% |
$8.15K - $9.99K
|
83
$26.4K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
46+ 0.68% |
$8.15K - $9.99K
|
6.81K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Hoertkorn Richard Charles
|
BUY
|
- |
46New |
$8.15K - $9.99K
|
46
$14.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
45+ 3.21% |
$7.98K - $9.77K
|
1.45K
$460K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 0.31% |
$7.98K - $9.77K
|
14.5K
$4.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
45+ 1.21% |
$7.98K - $9.77K
|
3.77K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
45+ 0.86% |
$7.98K - $9.77K
|
5.26K
$1.67M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
44+ 1.61% |
$7.8K - $9.55K
|
2.77K
$881K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 1.48% |
$7.8K - $9.55K
|
3.01K
$955K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
44+ 1.21% |
$7.8K - $9.55K
|
3.68K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
44+ 0.23% |
$7.8K - $9.55K
|
19.3K
$6.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
44+ 0.57% |
$7.8K - $9.55K
|
7.77K
$2.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
43+ 3.83% |
$7.62K - $9.34K
|
1.17K
$370K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 3.46% |
$7.62K - $9.34K
|
1.29K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
43+ 1.12% |
$7.62K - $9.34K
|
3.87K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
BUY
|
- |
42+ 0.8% |
$7.45K - $9.12K
|
5.32K
$1.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
42+ 0.67% |
$7.45K - $9.12K
|
6.33K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42+ 0.24% |
$7.45K - $9.12K
|
17.8K
$5.65M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
41+ 2.95% |
$7.27K - $8.9K
|
1.43K
$454K
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
41+ 1.65% |
$7.27K - $8.9K
|
2.52K
$800K
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41+ 1.82% |
$7.27K - $8.9K
|
2.3K
$730K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 3.78% |
$7.09K - $8.69K
|
1.1K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
40+ 0.3% |
$7.09K - $8.69K
|
13.2K
$4.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39+ 1.57% |
$6.91K - $8.47K
|
2.52K
$799K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.36% |
$6.91K - $8.47K
|
10.8K
$3.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
39+ 0.28% |
$6.91K - $8.47K
|
14.1K
$4.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
39+ 2.14% |
$6.91K - $8.47K
|
1.87K
$593K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
38+ 1.28% |
$6.74K - $8.25K
|
3K
$954K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
38+ 18.45% |
$6.74K - $8.25K
|
244
$77.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
38+ 1.1% |
$6.74K - $8.25K
|
3.5K
$1.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
38+ 0.08% |
$6.74K - $8.25K
|
46.9K
$14.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
38+ 2.99% |
$6.74K - $8.25K
|
1.31K
$415K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
37+ 2.53% |
$6.56K - $8.03K
|
1.5K
$476K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
37+ 0.15% |
$6.56K - $8.03K
|
25.5K
$8.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
37+ 2.06% |
$6.56K - $8.03K
|
1.83K
$582K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
36+ 2.89% |
$6.38K - $7.82K
|
1.28K
$407K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
35+ 1.25% |
$6.2K - $7.6K
|
2.84K
$901K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.15% |
$6.2K - $7.6K
|
22.6K
$7.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
35+ 0.03% |
$6.2K - $7.6K
|
124K
$39.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
34+ 0.32% |
$6.03K - $7.38K
|
10.5K
$3.35M
|