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 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.91% |
$886 - $1.09K
|
557
$177K
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
5+ 0.13% |
$886 - $1.09K
|
3.81K
$1.21M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4New |
$709 - $869
|
4
$1.27K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$709 - $869
|
3.24K
$1.03M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.05% |
$709 - $869
|
7.42K
$2.36M
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.07% |
$709 - $869
|
5.6K
$1.78M
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4+ 0.35% |
$709 - $869
|
1.15K
$367K
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4+ 0.2% |
$709 - $869
|
1.96K
$624K
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.17% |
$709 - $869
|
2.35K
$748K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.35% |
$709 - $869
|
1.16K
$369K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4+ 0.12% |
$709 - $869
|
3.25K
$1.03M
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
3+ 0.03% |
$532 - $651
|
9.09K
$2.89M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3+ 0.09% |
$532 - $651
|
3.43K
$1.09M
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
3+ 0.02% |
$532 - $651
|
14.7K
$4.66M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.13% |
$532 - $651
|
2.25K
$714K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.11% |
$355 - $434
|
1.85K
$588K
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.17% |
$355 - $434
|
1.16K
$369K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.11% |
$355 - $434
|
1.82K
$578K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$355 - $434
|
1.49K
$474K
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2+ 16.67% |
$355 - $434
|
14
$4.45K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.09% |
$355 - $434
|
2.28K
$725K
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.03% |
$355 - $434
|
6.31K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.08% |
$355 - $434
|
2.5K
$793K
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2+ 0.02% |
$355 - $434
|
9.63K
$3.06M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$177 - $217
|
11K
$3.51M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$177 - $217
|
379
$120K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$177 - $217
|
162
$51.5K
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 4.55% |
$177 - $217
|
23
$7.31K
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$177 - $217
|
2.61K
$830K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$177 - $217
|
4.39K
$1.39M
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$177 - $217
|
1.39K
$442K
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.21% |
$177 - $217
|
473
$150K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.04% |
$177 - $217
|
2.35K
$747K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.15% |
$177 - $217
|
668
$212K
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$177 - $217
|
10.7K
$3.39M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$177 - $217
|
12.5K
$3.96M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.06% |
$177 - $217
|
1.54K
$490K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.19% |
$177 - $217
|
526
$167K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.06% |
$177 - $217
|
1.73K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$177 - $217
|
760
$241K
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.03% |
$177 - $217
|
3.53K
$1.12M
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1- 0.02% |
$177 - $217
|
4.51K
$1.43M
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1- 50.0% |
$177 - $217
|
1
$318
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 0.72% |
$177 - $217
|
137
$43.5K
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.05% |
$355 - $434
|
4.29K
$1.36M
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.1% |
$355 - $434
|
1.92K
$609K
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2- -0.0% |
$355 - $434
|
48.8K
$15.5M
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$355 - $434
|
27K
$8.57M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-3- 0.51% |
$532 - $651
|
584
$186K
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3- 0.01% |
$532 - $651
|
35K
$11.1M
|