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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19+ 2.17% |
$3.37K - $4.13K
|
894
$284K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
18+ 0.14% |
$3.19K - $3.91K
|
12.6K
$4M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.11% |
$3.01K - $3.69K
|
15.6K
$4.97M
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
16+ 0.57% |
$2.84K - $3.47K
|
2.85K
$904K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 1.95% |
$2.84K - $3.47K
|
836
$266K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16+ 88.89% |
$2.84K - $3.47K
|
34
$10.8K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
16+ 10.6% |
$2.84K - $3.47K
|
167
$53.1K
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
16+ 0.6% |
$2.84K - $3.47K
|
2.66K
$845K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15+ 0.29% |
$2.66K - $3.26K
|
5.23K
$1.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
15+ 0.4% |
$2.66K - $3.26K
|
3.76K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.62% |
$2.66K - $3.26K
|
2.43K
$772K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.62% |
$2.66K - $3.26K
|
2.44K
$775K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
15+ 6.58% |
$2.66K - $3.26K
|
243
$77.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 0.48% |
$2.66K - $3.26K
|
3.15K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.33% |
$2.48K - $3.04K
|
4.29K
$1.36M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
13+ 1.12% |
$2.3K - $2.82K
|
1.18K
$373K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
13+ 0.23% |
$2.3K - $2.82K
|
5.61K
$1.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.86% |
$2.3K - $2.82K
|
1.52K
$483K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.35% |
$2.3K - $2.82K
|
3.77K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 144.44% |
$2.3K - $2.82K
|
22
$6.99K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
12+ 0.04% |
$2.13K - $2.61K
|
29.2K
$9.28M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
12+ 1.02% |
$2.13K - $2.61K
|
1.19K
$377K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
12+ 0.06% |
$2.13K - $2.61K
|
20.1K
$6.38M
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
BUY
|
- |
12+ 0.79% |
$2.13K - $2.61K
|
1.53K
$487K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
12+ 3.28% |
$2.13K - $2.61K
|
378
$120K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
12+ 0.09% |
$2.13K - $2.61K
|
13.2K
$4.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12+ 0.39% |
$2.13K - $2.61K
|
3.09K
$981K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
11+ 0.74% |
$1.95K - $2.39K
|
1.5K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.43% |
$1.95K - $2.39K
|
2.55K
$811K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.57% |
$1.77K - $2.17K
|
1.77K
$561K
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
10+ 0.26% |
$1.77K - $2.17K
|
3.93K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.06% |
$1.77K - $2.17K
|
17.5K
$5.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.58% |
$1.77K - $2.17K
|
1.75K
$556K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10+ 0.21% |
$1.77K - $2.17K
|
4.81K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10+ 0.65% |
$1.77K - $2.17K
|
1.55K
$492K
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
9+ 0.2% |
$1.6K - $1.95K
|
4.6K
$1.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Independent Investors Inc
|
BUY
|
- |
9+ 0.65% |
$1.6K - $1.95K
|
1.39K
$441K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$1.6K - $1.95K
|
4.51K
$1.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$1.6K - $1.95K
|
16K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
9+ 0.23% |
$1.6K - $1.95K
|
3.9K
$1.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.05% |
$1.42K - $1.74K
|
15.1K
$4.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.23% |
$1.42K - $1.74K
|
3.49K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.53% |
$1.42K - $1.74K
|
1.52K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.13% |
$1.42K - $1.74K
|
6.18K
$1.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
6+ 0.01% |
$1.06K - $1.3K
|
103K
$32.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 21.43% |
$1.06K - $1.3K
|
34
$10.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
6+ 0.28% |
$1.06K - $1.3K
|
2.14K
$681K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.31% |
$886 - $1.09K
|
1.61K
$510K
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5+ 0.01% |
$886 - $1.09K
|
54.3K
$17.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.09% |
$886 - $1.09K
|
5.71K
$1.82M
|