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 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
107+ 5.28% |
$19.2K - $23.3K
|
2.13K
$661K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
105+ 3.53% |
$18.8K - $22.9K
|
3.08K
$953K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
105+ 0.6% |
$18.8K - $22.9K
|
17.7K
$5.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
105+ 6.26% |
$18.8K - $22.9K
|
1.78K
$552K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
105+ 13.46% |
$18.8K - $22.9K
|
885
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 0.3% |
$18.8K - $22.9K
|
34.8K
$10.8M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 0.3% |
$18.8K - $22.9K
|
34.8K
$10.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
104+ 4.18% |
$18.6K - $22.6K
|
2.6K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
104+ 3.08% |
$18.6K - $22.6K
|
3.48K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
103+ 3.15% |
$18.5K - $22.4K
|
3.37K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.98% |
$18.5K - $22.4K
|
10.6K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
102+ 1.35% |
$18.3K - $22.2K
|
7.63K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
102+ 2.87% |
$18.3K - $22.2K
|
3.66K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
BUY
|
- |
101+ 0.16% |
$18.1K - $22K
|
62.3K
$19.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
101+ 0.34% |
$18.1K - $22K
|
30K
$9.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
101+ 2.4% |
$18.1K - $22K
|
4.3K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 48.1% |
$18.1K - $22K
|
311
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
101+ 1.34% |
$18.1K - $22K
|
7.63K
$2.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
100+ 4.01% |
$17.9K - $21.8K
|
2.59K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
100+ 4.77% |
$17.9K - $21.8K
|
2.2K
$681K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
99+ 0.91% |
$17.7K - $21.6K
|
11K
$3.41M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
98+ 3.36% |
$17.6K - $21.3K
|
3.01K
$934K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$17.4K - $21.1K
|
97
$30.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
96+ 0.15% |
$17.2K - $20.9K
|
62.7K
$19.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
96+ 0.17% |
$17.2K - $20.9K
|
56.3K
$17.5M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
96New |
$17.2K - $20.9K
|
96
$29.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
95+ 1.06% |
$17K - $20.7K
|
9.06K
$2.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
94+ 5.58% |
$16.8K - $20.5K
|
1.78K
$552K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
93+ 4.05% |
$16.7K - $20.2K
|
2.39K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
92+ 1.49% |
$16.5K - $20K
|
6.26K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
91+ 0.62% |
$16.3K - $19.8K
|
14.7K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
91+ 2.89% |
$16.3K - $19.8K
|
3.24K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
91+ 7.04% |
$16.3K - $19.8K
|
1.38K
$429K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 0.89% |
$16.3K - $19.8K
|
10.3K
$3.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
90+ 4.29% |
$16.1K - $19.6K
|
2.19K
$677K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
90New |
$16.1K - $19.6K
|
90
$27.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89+ 2.75% |
$15.9K - $19.4K
|
3.33K
$1.03M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
88+ 2.18% |
$15.8K - $19.2K
|
4.12K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
86+ 0.76% |
$15.4K - $18.7K
|
11.4K
$3.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
84+ 2.34% |
$15K - $18.3K
|
3.68K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
83+ 1.29% |
$14.9K - $18.1K
|
6.53K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
83+ 436.84% |
$14.9K - $18.1K
|
102
$31.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
82+ 1.06% |
$14.7K - $17.9K
|
7.81K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
82+ 0.1% |
$14.7K - $17.9K
|
84.1K
$26.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
81+ 1.75% |
$14.5K - $17.6K
|
4.71K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
81+ 2.18% |
$14.5K - $17.6K
|
3.79K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
81+ 58.7% |
$14.5K - $17.6K
|
219
$67.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
81+ 4.42% |
$14.5K - $17.6K
|
1.91K
$593K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
80+ 23.46% |
$14.3K - $17.4K
|
421
$130K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
80New |
$14.3K - $17.4K
|
80
$24.8K
|