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
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
377+ 1.23% |
$67.5K - $82.1K
|
31.1K
$9.73M
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
373+ 12.58% |
$66.8K - $81.2K
|
3.34K
$1.05M
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
370+ 5.15% |
$66.3K - $80.5K
|
7.55K
$2.36M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
370+ 5.45% |
$66.3K - $80.5K
|
7.16K
$2.24M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
367+ 2.24% |
$65.7K - $79.9K
|
16.7K
$5.23M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
365+ 2.84% |
$65.4K - $79.5K
|
13.2K
$4.14M
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
364+ 19.22% |
$65.2K - $79.2K
|
2.26K
$707K
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
363+ 20.31% |
$65K - $79K
|
2.15K
$673K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
362+ 1.28% |
$64.8K - $78.8K
|
28.6K
$8.96M
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
361+ 10.7% |
$64.7K - $78.6K
|
3.74K
$1.17M
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
360+ 22.7% |
$64.5K - $78.4K
|
1.95K
$609K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
359+ 7.86% |
$64.3K - $78.2K
|
4.93K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
358+ 3.45% |
$64.1K - $77.9K
|
10.7K
$3.36M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
348+ 8.91% |
$62.3K - $75.8K
|
4.25K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
346+ 0.75% |
$62K - $75.3K
|
46.2K
$14.5M
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
343+ 2.07% |
$61.4K - $74.7K
|
16.9K
$5.3M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
341+ 4.55% |
$61.1K - $74.2K
|
7.83K
$2.45M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
340+ 0.8% |
$60.9K - $74K
|
42.9K
$13.4M
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
339+ 0.47% |
$60.7K - $73.8K
|
71.9K
$22.5M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
339+ 6.2% |
$60.7K - $73.8K
|
5.8K
$1.82M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
339+ 11.37% |
$60.7K - $73.8K
|
3.32K
$1.04M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
338+ 12.34% |
$60.5K - $73.6K
|
3.08K
$964K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
337New |
$60.4K - $73.4K
|
337
$106K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
337+ 0.71% |
$60.4K - $73.4K
|
48K
$15M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336+ 16.02% |
$60.2K - $73.1K
|
2.43K
$762K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
335+ 0.53% |
$60K - $72.9K
|
63.3K
$19.8M
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
334+ 9.7% |
$59.8K - $72.7K
|
3.78K
$1.18M
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
332+ 2.2% |
$59.5K - $72.3K
|
15.4K
$4.83M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
330+ 3.16% |
$59.1K - $71.8K
|
10.8K
$3.37M
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
328+ 4.23% |
$58.8K - $71.4K
|
8.08K
$2.53M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
327+ 11.73% |
$58.6K - $71.2K
|
3.12K
$976K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
326+ 14.81% |
$58.4K - $71K
|
2.53K
$791K
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
326+ 1.35% |
$58.4K - $71K
|
24.4K
$7.65M
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
321+ 1.42% |
$57.5K - $69.9K
|
22.9K
$7.17M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
320New |
$57.3K - $69.7K
|
320
$100K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
320New |
$57.3K - $69.7K
|
320
$100K
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
320+ 2.98% |
$57.3K - $69.7K
|
11K
$3.46M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
318+ 8.63% |
$57K - $69.2K
|
4K
$1.25M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
317+ 46.21% |
$56.8K - $69K
|
1K
$314K
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
BUY
|
- |
316+ 3.56% |
$56.6K - $68.8K
|
9.19K
$2.88M
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
315+ 0.46% |
$56.4K - $68.6K
|
68.4K
$21.4M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
313+ 13.11% |
$56.1K - $68.1K
|
2.7K
$846K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
313+ 5.5% |
$56.1K - $68.1K
|
6.01K
$1.88M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
310+ 12.86% |
$55.5K - $67.5K
|
2.72K
$852K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
310New |
$55.5K - $67.5K
|
310
$97.1K
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
307+ 0.57% |
$55K - $66.8K
|
54K
$16.9M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
307+ 7.89% |
$55K - $66.8K
|
4.2K
$1.31M
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
306+ 16.5% |
$54.8K - $66.6K
|
2.16K
$677K
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
304+ 0.53% |
$54.5K - $66.2K
|
58K
$18.2M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300New |
$53.7K - $65.3K
|
300
$94K
|