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 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.82% |
$33.1K - $40.3K
|
22.8K
$7.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
185+ 8.36% |
$33.1K - $40.3K
|
2.4K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
185+ 0.07% |
$33.1K - $40.3K
|
285K
$89.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
183+ 3.01% |
$32.8K - $39.8K
|
6.27K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
183+ 1.15% |
$32.8K - $39.8K
|
16.2K
$5.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
182+ 3.49% |
$32.6K - $39.6K
|
5.4K
$1.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
179+ 1.4% |
$32.1K - $39K
|
13K
$4.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
179+ 9.53% |
$32.1K - $39K
|
2.06K
$645K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
178+ 9.43% |
$31.9K - $38.7K
|
2.07K
$647K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
178+ 0.11% |
$31.9K - $38.7K
|
160K
$50.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
176+ 0.53% |
$31.5K - $38.3K
|
33.1K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
175+ 1.83% |
$31.3K - $38.1K
|
9.75K
$3.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
175+ 5.83% |
$31.3K - $38.1K
|
3.18K
$995K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
173+ 0.47% |
$31K - $37.7K
|
36.9K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
171+ 0.93% |
$30.6K - $37.2K
|
18.6K
$5.82M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
167+ 0.08% |
$29.9K - $36.4K
|
218K
$68.3M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
166+ 6.19% |
$29.7K - $36.1K
|
2.85K
$891K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
166+ 0.76% |
$29.7K - $36.1K
|
22.1K
$6.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 2.0% |
$29.6K - $35.9K
|
8.4K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
164+ 2.97% |
$29.4K - $35.7K
|
5.69K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
164+ 4.61% |
$29.4K - $35.7K
|
3.72K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
160+ 11.59% |
$28.7K - $34.8K
|
1.54K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160+ 17.2% |
$28.7K - $34.8K
|
1.09K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
156+ 28.21% |
$27.9K - $34K
|
709
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
155+ 0.87% |
$27.8K - $33.7K
|
18K
$5.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
155+ 3.08% |
$27.8K - $33.7K
|
5.19K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
155+ 0.73% |
$27.8K - $33.7K
|
21.4K
$6.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
154+ 0.45% |
$27.6K - $33.5K
|
34.6K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
153New |
$27.4K - $33.3K
|
153
$47.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
151+ 0.09% |
$27.1K - $32.9K
|
171K
$53.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
151New |
$27.1K - $32.9K
|
151
$47.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150New |
$26.9K - $32.7K
|
150
$47K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
150+ 1.56% |
$26.9K - $32.7K
|
9.75K
$3.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
150+ 0.9% |
$26.9K - $32.7K
|
16.8K
$5.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
150+ 0.05% |
$26.9K - $32.7K
|
277K
$86.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
149+ 0.32% |
$26.7K - $32.4K
|
46.6K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
147+ 11.78% |
$26.3K - $32K
|
1.4K
$437K
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
146+ 0.36% |
$26.2K - $31.8K
|
41K
$12.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
146+ 0.72% |
$26.2K - $31.8K
|
20.4K
$6.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
146+ 1.63% |
$26.2K - $31.8K
|
9.13K
$2.86M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
146+ 2.32% |
$26.2K - $31.8K
|
6.43K
$2.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
145+ 0.78% |
$26K - $31.6K
|
18.9K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
145+ 2.59% |
$26K - $31.6K
|
5.75K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
145+ 20.54% |
$26K - $31.6K
|
851
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
145+ 4.61% |
$26K - $31.6K
|
3.29K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
143+ 1.54% |
$25.6K - $31.1K
|
9.46K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
143+ 6.07% |
$25.6K - $31.1K
|
2.5K
$782K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
143+ 6.11% |
$25.6K - $31.1K
|
2.48K
$778K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
142+ 0.14% |
$25.4K - $30.9K
|
101K
$31.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
140New |
$25.1K - $30.5K
|
140
$43.8K
|