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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
300+ 15.87% |
$53.7K - $65.3K
|
2.19K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300+ 294.12% |
$53.7K - $65.3K
|
402
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
299+ 13.46% |
$53.6K - $65.1K
|
2.52K
$781K
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
296+ 1.47% |
$53K - $64.4K
|
20.4K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
296+ 6.9% |
$53K - $64.4K
|
4.58K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
292+ 1.03% |
$52.3K - $63.6K
|
28.5K
$8.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
292+ 1.29% |
$52.3K - $63.6K
|
22.9K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
290+ 5.15% |
$52K - $63.1K
|
5.92K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
289+ 10.61% |
$51.8K - $62.9K
|
3.01K
$934K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
289+ 0.71% |
$51.8K - $62.9K
|
41.1K
$12.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
289+ 16.25% |
$51.8K - $62.9K
|
2.07K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
289+ 1.02% |
$51.8K - $62.9K
|
28.5K
$8.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
285+ 12.94% |
$51.1K - $62K
|
2.49K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
285+ 0.61% |
$51.1K - $62K
|
47K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
285New |
$51.1K - $62K
|
285
$88.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
283+ 6.6% |
$50.7K - $61.6K
|
4.57K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
282+ 17.98% |
$50.5K - $61.4K
|
1.85K
$573K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
282+ 2.46% |
$50.5K - $61.4K
|
11.8K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
278+ 10.83% |
$49.8K - $60.5K
|
2.85K
$882K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
277+ 3.21% |
$49.6K - $60.3K
|
8.9K
$2.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
275+ 8.74% |
$49.3K - $59.9K
|
3.42K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
273+ 1.0% |
$48.9K - $59.4K
|
27.5K
$8.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
272+ 4.93% |
$48.7K - $59.2K
|
5.79K
$1.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
271+ 2.69% |
$48.5K - $59K
|
10.3K
$3.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
267+ 2.83% |
$47.8K - $58.1K
|
9.7K
$3M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
267+ 10.08% |
$47.8K - $58.1K
|
2.92K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
266+ 10.82% |
$47.7K - $57.9K
|
2.73K
$844K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
265+ 0.95% |
$47.5K - $57.7K
|
28.1K
$8.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
262New |
$46.9K - $57K
|
262
$81.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
261+ 4.79% |
$46.8K - $56.8K
|
5.71K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
260+ 0.3% |
$46.6K - $56.6K
|
86K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
259+ 11.03% |
$46.4K - $56.4K
|
2.61K
$808K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
258+ 1.22% |
$46.2K - $56.2K
|
21.5K
$6.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
258+ 12.45% |
$46.2K - $56.2K
|
2.33K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
258+ 0.2% |
$46.2K - $56.2K
|
126K
$39.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
256+ 21.96% |
$45.9K - $55.7K
|
1.42K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
255+ 9.1% |
$45.7K - $55.5K
|
3.06K
$948K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
255+ 1.96% |
$45.7K - $55.5K
|
13.3K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
254+ 0.97% |
$45.5K - $55.3K
|
26.5K
$8.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
253+ 17.61% |
$45.3K - $55.1K
|
1.69K
$524K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
252+ 0.95% |
$45.1K - $54.9K
|
26.8K
$8.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
252+ 1.19% |
$45.1K - $54.9K
|
21.4K
$6.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
252+ 3.27% |
$45.1K - $54.9K
|
7.97K
$2.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
251+ 1.67% |
$45K - $54.6K
|
15.3K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
251+ 3.78% |
$45K - $54.6K
|
6.9K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
250+ 5.74% |
$44.8K - $54.4K
|
4.6K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
248+ 6.26% |
$44.4K - $54K
|
4.21K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
248+ 2.64% |
$44.4K - $54K
|
9.63K
$2.98M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
248+ 1.42% |
$44.4K - $54K
|
17.8K
$5.51M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
247+ 14.77% |
$44.2K - $53.8K
|
1.92K
$595K
|