Purchases and Sales Made in Q4 2022 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4.01K+ 1.95% |
$719K - $874K
|
210K
$65.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$718K - $873K
|
4.01K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4K+ 3.51% |
$717K - $871K
|
118K
$36.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 5.3% |
$714K - $868K
|
79.3K
$24.6M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
3.98KNew |
$714K - $867K
|
3.98K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.96KNew |
$710K - $863K
|
3.96K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.94K+ 167.72% |
$706K - $858K
|
6.29K
$1.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.93KNew |
$704K - $855K
|
3.93K
$1.22M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
3.93K+ 14.46% |
$703K - $854K
|
31.1K
$9.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
BUY
|
- |
3.92K+ 1.56% |
$702K - $852K
|
255K
$79.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.92K+ 24.29% |
$701K - $852K
|
20K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.91K+ 283.12% |
$700K - $851K
|
5.29K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.89KNew |
$696K - $846K
|
3.89K
$1.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.88K+ 287.46% |
$694K - $844K
|
5.22K
$1.62M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.87KNew |
$693K - $842K
|
3.87K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.86K+ 44.21% |
$692K - $841K
|
12.6K
$3.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.81K+ 15.81% |
$683K - $829K
|
27.9K
$8.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.78K+ 4.91% |
$677K - $823K
|
80.9K
$25.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.77KNew |
$675K - $820K
|
3.77K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.72K+ 17.94% |
$666K - $810K
|
24.4K
$7.58M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.7K+ 39.53% |
$663K - $805K
|
13.1K
$4.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.66K+ 7.23% |
$655K - $796K
|
54.2K
$16.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.65KNew |
$654K - $795K
|
3.65K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.64K+ 5.47% |
$652K - $792K
|
70.2K
$21.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
3.54KNew |
$633K - $770K
|
3.54K
$1.1M
|
|
|
May 16, 2023
Q4 2022
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
3.54KNew |
$633K - $770K
|
3.54K
$1.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.53K+ 4.84% |
$632K - $768K
|
76.4K
$23.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.53K+ 25178.57% |
$631K - $767K
|
3.54K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.51K+ 77.88% |
$628K - $763K
|
8.01K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.51K+ 3.68% |
$628K - $763K
|
98.8K
$30.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.5K+ 8.82% |
$628K - $763K
|
43.2K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$622K - $756K
|
3.47K
$1.08M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
3.47KNew |
$622K - $756K
|
3.47K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.45K+ 52.6% |
$617K - $750K
|
10K
$3.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.44K+ 241.01% |
$617K - $750K
|
4.87K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.44K+ 4.48% |
$616K - $748K
|
80.2K
$24.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.42K+ 13.05% |
$613K - $744K
|
29.6K
$9.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.38K+ 9.22% |
$605K - $735K
|
40K
$12.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.37KNew |
$604K - $734K
|
3.37K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.37KNew |
$604K - $734K
|
3.37K
$1.04M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.37KNew |
$604K - $734K
|
3.37K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.36K+ 10.27% |
$601K - $730K
|
36K
$11.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.35K+ 0.69% |
$599K - $728K
|
489K
$152M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.33K+ 1.88% |
$597K - $726K
|
181K
$56.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.3KNew |
$591K - $718K
|
3.3K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 10.79% |
$585K - $710K
|
33.5K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.25K+ 4.26% |
$582K - $707K
|
79.5K
$24.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.24K+ 11.63% |
$581K - $706K
|
31.1K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 6.01% |
$578K - $702K
|
56.9K
$17.6M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.22K+ 9.74% |
$576K - $700K
|
36.2K
$11.2M
|