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
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.42K+ 41.99% |
$254K - $309K
|
4.8K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.42K+ 2.32% |
$254K - $309K
|
62.6K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.41K+ 40.01% |
$252K - $307K
|
4.93K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.41K+ 84.51% |
$252K - $307K
|
3.07K
$953K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.4K+ 15.42% |
$251K - $305K
|
10.5K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
1.4K+ 3.7% |
$251K - $305K
|
39.3K
$12.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$251K - $305K
|
1.4K
$434K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.4K+ 1.87% |
$250K - $304K
|
76.1K
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.4K+ 2.72% |
$250K - $304K
|
52.8K
$16.4M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.39K+ 0.93% |
$248K - $302K
|
150K
$46.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.39KNew |
$248K - $302K
|
1.39K
$430K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.39KNew |
$248K - $302K
|
1.39K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.38K+ 7.74% |
$247K - $301K
|
19.2K
$5.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.38K+ 11.19% |
$247K - $300K
|
13.7K
$4.25M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.37KNew |
$245K - $298K
|
1.37K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$244K - $296K
|
1.36K
$421K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.36K+ 6.24% |
$243K - $296K
|
23.1K
$7.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.35KNew |
$242K - $294K
|
1.35K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.35K+ 69.7% |
$241K - $293K
|
3.28K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.35KNew |
$241K - $293K
|
1.35K
$417K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
1.35K+ 3.29% |
$241K - $293K
|
42.3K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.35KNew |
$241K - $293K
|
1.35K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.34KNew |
$241K - $293K
|
1.34K
$417K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.34K+ 5.27% |
$240K - $292K
|
26.8K
$8.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.34K+ 0.55% |
$240K - $291K
|
244K
$75.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.33KNew |
$238K - $289K
|
1.33K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.32KNew |
$237K - $288K
|
1.32K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.32K+ 2.91% |
$237K - $288K
|
46.8K
$14.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.32KNew |
$237K - $288K
|
1.32K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.32K+ 44.14% |
$236K - $287K
|
4.31K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.31KNew |
$235K - $286K
|
1.31K
$407K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.31KNew |
$235K - $286K
|
1.31K
$407K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.31KNew |
$234K - $284K
|
1.31K
$404K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.3K+ 5.71% |
$233K - $283K
|
24.1K
$7.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 112.65% |
$233K - $283K
|
2.45K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
1.29K+ 4.49% |
$232K - $282K
|
30.1K
$9.33M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.29KNew |
$231K - $281K
|
1.29K
$400K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.29KNew |
$231K - $281K
|
1.29K
$400K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.29KNew |
$230K - $280K
|
1.29K
$398K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.28K+ 0.61% |
$230K - $279K
|
212K
$65.6M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$228K - $278K
|
1.28K
$395K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$226K - $275K
|
1.26K
$391K
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.26K+ 345.73% |
$225K - $273K
|
1.62K
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.25KNew |
$224K - $272K
|
1.25K
$387K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$223K - $271K
|
1.25K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$222K - $270K
|
1.24K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.24K+ 8.77% |
$221K - $269K
|
15.3K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.24KNew |
$221K - $269K
|
1.24K
$383K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.23K+ 10.45% |
$220K - $267K
|
13K
$4.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.22K+ 0.8% |
$219K - $266K
|
155K
$47.9M
|