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 13, 2023
Q4 2022
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1KNew |
$179K - $218K
|
1K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1K+ 77.52% |
$179K - $218K
|
2.29K
$710K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
999New |
$179K - $217K
|
999
$310K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
998+ 17.2% |
$179K - $217K
|
6.8K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
998+ 2.68% |
$179K - $217K
|
38.3K
$11.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
993New |
$178K - $216K
|
993
$308K
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
991New |
$178K - $216K
|
991
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
987New |
$177K - $215K
|
987
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
987New |
$177K - $215K
|
987
$306K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
987+ 0.29% |
$177K - $215K
|
341K
$106M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
986New |
$177K - $215K
|
986
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
985+ 1.53% |
$176K - $214K
|
65.4K
$20.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
982New |
$176K - $214K
|
982
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
981New |
$176K - $214K
|
981
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
981New |
$176K - $214K
|
981
$304K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
980New |
$176K - $213K
|
980
$304K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
980New |
$176K - $213K
|
980
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
980New |
$176K - $213K
|
980
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
980New |
$176K - $213K
|
980
$304K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
979New |
$175K - $213K
|
979
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
979+ 5.84% |
$175K - $213K
|
17.8K
$5.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
975+ 4.13% |
$175K - $212K
|
24.6K
$7.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
974New |
$174K - $212K
|
974
$302K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
973New |
$174K - $212K
|
973
$302K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
972New |
$174K - $212K
|
972
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
972+ 32.03% |
$174K - $212K
|
4.01K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
971+ 0.87% |
$174K - $211K
|
113K
$35M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
970+ 1.49% |
$174K - $211K
|
65.9K
$20.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
967New |
$173K - $211K
|
967
$300K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
967New |
$173K - $211K
|
967
$300K
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
966New |
$173K - $210K
|
966
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
964New |
$173K - $210K
|
964
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
964New |
$173K - $210K
|
964
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
963New |
$173K - $210K
|
963
$298K
|
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
963+ 0.02% |
$173K - $210K
|
4.22M
$1.31B
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
959+ 1.63% |
$172K - $209K
|
59.8K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
959+ 0.41% |
$172K - $209K
|
232K
$72M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
957+ 8.3% |
$171K - $208K
|
12.5K
$3.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
956+ 15.28% |
$171K - $208K
|
7.21K
$2.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
953+ 0.36% |
$171K - $207K
|
265K
$82.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
946+ 16.24% |
$169K - $206K
|
6.77K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
946+ 32.38% |
$169K - $206K
|
3.87K
$1.2M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
942+ 0.97% |
$169K - $205K
|
98.3K
$30.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
941+ 2.53% |
$169K - $205K
|
38.2K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
938+ 9.67% |
$168K - $204K
|
10.6K
$3.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
933+ 2.12% |
$167K - $203K
|
44.9K
$13.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
930+ 0.51% |
$167K - $202K
|
182K
$56.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
929+ 1.22% |
$166K - $202K
|
77.3K
$23.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
927+ 4.19% |
$166K - $202K
|
23K
$7.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
920+ 62.54% |
$165K - $200K
|
2.39K
$741K
|