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 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
80New |
$14.3K - $17.4K
|
80
$25.1K
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.8% |
$14.3K - $17.4K
|
2.93K
$919K
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
BUY
|
- |
80+ 1.01% |
$14.3K - $17.4K
|
7.98K
$2.5M
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.88% |
$14.3K - $17.4K
|
4.34K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
80+ 4.54% |
$14.3K - $17.4K
|
1.84K
$578K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 5.9% |
$14.2K - $17.2K
|
1.42K
$444K
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
79+ 4.76% |
$14.2K - $17.2K
|
1.74K
$544K
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
77+ 0.49% |
$13.8K - $16.8K
|
15.7K
$4.92M
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
76+ 0.92% |
$13.6K - $16.5K
|
8.38K
$2.62M
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
76+ 5.24% |
$13.6K - $16.5K
|
1.53K
$478K
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
76+ 2.44% |
$13.6K - $16.5K
|
3.19K
$998K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
75+ 1.0% |
$13.4K - $16.3K
|
7.56K
$2.37M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
74+ 0.66% |
$13.3K - $16.1K
|
11.2K
$3.52M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
74+ 2.79% |
$13.3K - $16.1K
|
2.72K
$853K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
73+ 0.63% |
$13.1K - $15.9K
|
11.6K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
73+ 2.89% |
$13.1K - $15.9K
|
2.6K
$813K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
72+ 2.11% |
$12.9K - $15.7K
|
3.49K
$1.09M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
71+ 3.45% |
$12.7K - $15.5K
|
2.13K
$667K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
70+ 0.09% |
$12.5K - $15.2K
|
81K
$25.4M
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.71% |
$12.5K - $15.2K
|
9.87K
$3.09M
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
70+ 2.57% |
$12.5K - $15.2K
|
2.79K
$874K
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 3.33% |
$12.4K - $15K
|
2.14K
$671K
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
69+ 3.42% |
$12.4K - $15K
|
2.09K
$653K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
68+ 0.6% |
$12.2K - $14.8K
|
11.5K
$3.6M
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
68+ 5.66% |
$12.2K - $14.8K
|
1.27K
$397K
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
BUY
|
- |
67+ 3.41% |
$12K - $14.6K
|
2.03K
$635K
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
67+ 1.82% |
$12K - $14.6K
|
3.76K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
66+ 0.29% |
$11.8K - $14.4K
|
23.1K
$7.24M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65New |
$11.6K - $14.1K
|
65
$20.4K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
64+ 0.44% |
$11.5K - $13.9K
|
14.7K
$4.61M
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
64+ 1.22% |
$11.5K - $13.9K
|
5.32K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
64+ 0.18% |
$11.5K - $13.9K
|
36.4K
$11.4M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
63+ 3.13% |
$11.3K - $13.7K
|
2.08K
$651K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
63+ 0.72% |
$11.3K - $13.7K
|
8.83K
$2.76M
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
62+ 0.96% |
$11.1K - $13.5K
|
6.53K
$2.05M
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
61+ 1.4% |
$10.9K - $13.3K
|
4.41K
$1.38M
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
61+ 0.33% |
$10.9K - $13.3K
|
18.5K
$5.79M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
61+ 0.4% |
$10.9K - $13.3K
|
15.1K
$4.74M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
61+ 0.63% |
$10.9K - $13.3K
|
9.81K
$3.07M
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
61+ 0.34% |
$10.9K - $13.3K
|
17.8K
$5.57M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
60+ 0.46% |
$10.7K - $13.1K
|
13.2K
$4.13M
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
60+ 3.13% |
$10.7K - $13.1K
|
1.98K
$619K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
60+ 3.24% |
$10.7K - $13.1K
|
1.91K
$599K
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
60+ 0.47% |
$10.7K - $13.1K
|
12.8K
$4.01M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
60+ 2.7% |
$10.7K - $13.1K
|
2.28K
$715K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
60+ 4.67% |
$10.7K - $13.1K
|
1.35K
$422K
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
59+ 0.16% |
$10.6K - $12.8K
|
36.3K
$11.4M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
59+ 0.99% |
$10.6K - $12.8K
|
6.02K
$1.89M
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
59+ 4.5% |
$10.6K - $12.8K
|
1.37K
$429K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
58+ 3.04% |
$10.4K - $12.6K
|
1.97K
$615K
|