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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58+ 0.62% |
$10.4K - $12.6K
|
9.35K
$2.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
57+ 0.78% |
$10.2K - $12.4K
|
7.4K
$2.29M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 380.0% |
$10.2K - $12.4K
|
72
$22.3K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
57+ 4.64% |
$10.2K - $12.4K
|
1.29K
$398K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
56+ 8.83% |
$10K - $12.2K
|
690
$214K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
56+ 1.78% |
$10K - $12.2K
|
3.21K
$994K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 0.46% |
$10K - $12.2K
|
12.2K
$3.78M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
56+ 0.36% |
$10K - $12.2K
|
15.4K
$4.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
56+ 2.27% |
$10K - $12.2K
|
2.53K
$783K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 2.25% |
$9.85K - $12K
|
2.5K
$776K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
55+ 1.44% |
$9.85K - $12K
|
3.87K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
52+ 0.24% |
$9.32K - $11.3K
|
22.1K
$6.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
51+ 0.31% |
$9.14K - $11.1K
|
16.3K
$5.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
51+ 0.81% |
$9.14K - $11.1K
|
6.32K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
51+ 0.47% |
$9.14K - $11.1K
|
10.9K
$3.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
50+ 4.17% |
$8.96K - $10.9K
|
1.25K
$387K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 1.18% |
$8.96K - $10.9K
|
4.28K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 0.28% |
$8.96K - $10.9K
|
17.7K
$5.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
50+ 3.83% |
$8.96K - $10.9K
|
1.36K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Saybrook Capital
|
BUY
|
- |
50+ 0.07% |
$8.96K - $10.9K
|
71.2K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
50+ 1.32% |
$8.96K - $10.9K
|
3.85K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
50+ 1.3% |
$8.96K - $10.9K
|
3.9K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
49+ 2.34% |
$8.78K - $10.7K
|
2.14K
$663K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
49+ 3.07% |
$8.78K - $10.7K
|
1.65K
$510K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49+ 1.48% |
$8.78K - $10.7K
|
3.37K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.67% |
$8.42K - $10.2K
|
7.03K
$2.18M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
47+ 3.09% |
$8.42K - $10.2K
|
1.57K
$486K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
46+ 2.73% |
$8.24K - $10K
|
1.73K
$536K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
46+ 1.22% |
$8.24K - $10K
|
3.8K
$1.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 1.58% |
$8.06K - $9.8K
|
2.9K
$898K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
45+ 0.32% |
$8.06K - $9.8K
|
14.2K
$4.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$7.88K - $9.58K
|
44
$13.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
42+ 16.8% |
$7.52K - $9.14K
|
292
$90.5K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
42+ 0.69% |
$7.52K - $9.14K
|
6.17K
$1.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
41+ 0.32% |
$7.34K - $8.93K
|
12.7K
$3.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 4.27% |
$7.17K - $8.71K
|
977
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
40+ 0.48% |
$7.17K - $8.71K
|
8.33K
$2.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
40+ 2.67% |
$7.17K - $8.71K
|
1.54K
$477K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
40+ 1.02% |
$7.17K - $8.71K
|
3.97K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
40+ 0.66% |
$7.17K - $8.71K
|
6.12K
$1.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
39+ 1.73% |
$6.99K - $8.49K
|
2.29K
$711K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
38+ 0.72% |
$6.81K - $8.27K
|
5.32K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
38+ 0.95% |
$6.81K - $8.27K
|
4.02K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
37+ 1.08% |
$6.63K - $8.05K
|
3.47K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
37+ 2.41% |
$6.63K - $8.05K
|
1.57K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
36+ 2.37% |
$6.45K - $7.84K
|
1.55K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 1.0% |
$6.27K - $7.62K
|
3.53K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
35+ 0.18% |
$6.27K - $7.62K
|
19.4K
$6.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
35+ 0.55% |
$6.27K - $7.62K
|
6.43K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
35+ 3.02% |
$6.27K - $7.62K
|
1.2K
$370K
|