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 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
242+ 5.8% |
$43.4K - $52.7K
|
4.42K
$1.37M
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
241+ 5.15% |
$43.2K - $52.5K
|
4.92K
$1.53M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
240+ 55.56% |
$43K - $52.2K
|
672
$208K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
239+ 16.48% |
$42.8K - $52K
|
1.69K
$523K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
239+ 3.78% |
$42.8K - $52K
|
6.57K
$2.04M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
239+ 3.27% |
$42.8K - $52K
|
7.55K
$2.34M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
238New |
$42.6K - $51.8K
|
238
$73.8K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
238+ 1.21% |
$42.6K - $51.8K
|
20K
$6.19M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
237+ 0.97% |
$42.5K - $51.6K
|
24.7K
$7.66M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
236+ 0.62% |
$42.3K - $51.4K
|
38.5K
$11.9M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
235+ 1.33% |
$42.1K - $51.2K
|
18K
$5.56M
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
235+ 0.65% |
$42.1K - $51.2K
|
36.3K
$11.2M
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
232+ 1.26% |
$41.6K - $50.5K
|
18.6K
$5.78M
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
229+ 0.27% |
$41K - $49.9K
|
86K
$26.6M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
226+ 8.98% |
$40.5K - $49.2K
|
2.74K
$850K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
225+ 3.51% |
$40.3K - $49K
|
6.64K
$2.06M
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
224+ 18.82% |
$40.1K - $48.8K
|
1.41K
$438K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
221+ 42.1% |
$39.6K - $48.1K
|
746
$231K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
BUY
|
- |
218New |
$39.1K - $47.5K
|
218
$67.6K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
217+ 3.81% |
$38.9K - $47.2K
|
5.91K
$1.83M
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
215+ 1.24% |
$38.5K - $46.8K
|
17.5K
$5.43M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
215+ 4.31% |
$38.5K - $46.8K
|
5.21K
$1.61M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
215+ 2.06% |
$38.5K - $46.8K
|
10.6K
$3.3M
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
214+ 9.29% |
$38.3K - $46.6K
|
2.52K
$780K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
212+ 16.17% |
$38K - $46.2K
|
1.52K
$472K
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
211+ 0.91% |
$37.8K - $45.9K
|
23.4K
$7.25M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
209+ 0.93% |
$37.4K - $45.5K
|
22.6K
$6.99M
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
208+ 0.12% |
$37.3K - $45.3K
|
172K
$53.2M
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
207+ 15.8% |
$37.1K - $45.1K
|
1.52K
$470K
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
206+ 3.53% |
$36.9K - $44.8K
|
6.04K
$1.87M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
204+ 4.22% |
$36.5K - $44.4K
|
5.04K
$1.56M
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
202+ 8.64% |
$36.2K - $44K
|
2.54K
$787K
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
201+ 3.56% |
$36K - $43.8K
|
5.85K
$1.81M
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
200+ 10.11% |
$35.8K - $43.5K
|
2.18K
$675K
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.52% |
$35.8K - $43.5K
|
38.6K
$12M
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
199+ 0.12% |
$35.6K - $43.3K
|
169K
$52.3M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
199+ 3.74% |
$35.6K - $43.3K
|
5.52K
$1.71M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
193+ 1.37% |
$34.6K - $42K
|
14.3K
$4.43M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193+ 0.03% |
$34.6K - $42K
|
609K
$189M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
192+ 4.17% |
$34.4K - $41.8K
|
4.79K
$1.49M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
191+ 0.92% |
$34.2K - $41.6K
|
20.9K
$6.48M
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
191+ 1.69% |
$34.2K - $41.6K
|
11.5K
$3.57M
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190+ 6.37% |
$34K - $41.4K
|
3.18K
$984K
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
189+ 4.96% |
$33.9K - $41.1K
|
4K
$1.24M
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
189+ 0.57% |
$33.9K - $41.1K
|
33.2K
$10.3M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
188+ 2.55% |
$33.7K - $40.9K
|
7.56K
$2.34M
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
188+ 0.72% |
$33.7K - $40.9K
|
26.2K
$8.13M
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
188+ 0.72% |
$33.7K - $40.9K
|
26.4K
$8.18M
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
188+ 3.26% |
$33.7K - $40.9K
|
5.95K
$1.84M
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.82% |
$33.1K - $40.3K
|
22.8K
$7.07M
|