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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
34+ 2.06% |
$6.03K - $7.38K
|
1.68K
$534K
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
34+ 0.08% |
$6.03K - $7.38K
|
45.3K
$14.4M
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
34+ 0.35% |
$6.03K - $7.38K
|
9.75K
$3.1M
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
34+ 1.4% |
$6.03K - $7.38K
|
2.47K
$785K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
33+ 34.74% |
$5.85K - $7.17K
|
128
$40.7K
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
33+ 1.59% |
$5.85K - $7.17K
|
2.11K
$670K
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33+ 0.76% |
$5.85K - $7.17K
|
4.37K
$1.39M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
33+ 0.1% |
$5.85K - $7.17K
|
32K
$10.2M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
33+ 13.31% |
$5.85K - $7.17K
|
281
$89.3K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
33+ 1.59% |
$5.85K - $7.17K
|
2.12K
$672K
|
|
Oct 03, 2022
Q3 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
32+ 0.8% |
$5.67K - $6.95K
|
4.05K
$1.29M
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
32+ 0.11% |
$5.67K - $6.95K
|
27.9K
$8.86M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
31+ 0.16% |
$5.5K - $6.73K
|
19.6K
$6.22M
|
|
Nov 14, 2022
Q3 2022
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
31+ 0.17% |
$5.5K - $6.73K
|
17.9K
$5.68M
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
30+ 0.22% |
$5.32K - $6.51K
|
13.5K
$4.28M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
30+ 1.23% |
$5.32K - $6.51K
|
2.46K
$782K
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
30+ 1.11% |
$5.32K - $6.51K
|
2.72K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
30+ 1.36% |
$5.32K - $6.51K
|
2.23K
$709K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29+ 3.83% |
$5.14K - $6.3K
|
787
$250K
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
28+ 0.18% |
$4.96K - $6.08K
|
15.3K
$4.85M
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
27+ 0.47% |
$4.79K - $5.86K
|
5.73K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
27+ 1.08% |
$4.79K - $5.86K
|
2.54K
$806K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.66% |
$4.61K - $5.65K
|
3.98K
$1.27M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
26+ 0.28% |
$4.61K - $5.65K
|
9.35K
$2.97M
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.17% |
$4.61K - $5.65K
|
15K
$4.77M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
26+ 2.06% |
$4.61K - $5.65K
|
1.29K
$409K
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 1.01% |
$4.43K - $5.43K
|
2.49K
$791K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.63% |
$4.43K - $5.43K
|
3.98K
$1.26M
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
25+ 0.34% |
$4.43K - $5.43K
|
7.47K
$2.37M
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
25+ 0.29% |
$4.43K - $5.43K
|
8.63K
$2.74M
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
BUY
|
- |
25+ 0.68% |
$4.43K - $5.43K
|
3.73K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
25+ 1.24% |
$4.43K - $5.43K
|
2.04K
$649K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 9.33% |
$4.43K - $5.43K
|
293
$93.1K
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 0.27% |
$4.43K - $5.43K
|
9.16K
$2.91M
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
24+ 0.54% |
$4.25K - $5.21K
|
4.5K
$1.43M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
23+ 1.04% |
$4.08K - $4.99K
|
2.22K
$707K
|
|
Nov 03, 2022
Q3 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
22+ 0.05% |
$3.9K - $4.78K
|
41.6K
$13.2M
|
|
Nov 10, 2022
Q3 2022
|
Ninepoint Partners LP
|
BUY
|
- |
22+ 0.96% |
$3.9K - $4.78K
|
2.32K
$737K
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
22+ 1.1% |
$3.9K - $4.78K
|
2.02K
$641K
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
21+ 0.67% |
$3.72K - $4.56K
|
3.18K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
21+ 0.49% |
$3.72K - $4.56K
|
4.29K
$1.36M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 0.08% |
$3.55K - $4.34K
|
23.9K
$7.6M
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
20+ 16.95% |
$3.55K - $4.34K
|
138
$43.8K
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
20+ 0.31% |
$3.55K - $4.34K
|
6.47K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
20+ 0.53% |
$3.55K - $4.34K
|
3.79K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20+ 1.7% |
$3.55K - $4.34K
|
1.2K
$380K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19+ 1.12% |
$3.37K - $4.13K
|
1.71K
$543K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.29% |
$3.37K - $4.13K
|
6.66K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.17% |
$3.37K - $4.13K
|
11.5K
$3.65M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19+ 0.66% |
$3.37K - $4.13K
|
2.92K
$926K
|