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 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
35+ 3.02% |
$6.27K - $7.62K
|
1.2K
$374K
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
35+ 0.92% |
$6.27K - $7.62K
|
3.85K
$1.21M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
35New |
$6.27K - $7.62K
|
35
$11K
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
34+ 1.38% |
$6.09K - $7.4K
|
2.5K
$781K
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
34+ 0.31% |
$6.09K - $7.4K
|
10.9K
$3.41M
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
33+ 0.11% |
$5.91K - $7.18K
|
30.8K
$9.63M
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
31+ 0.08% |
$5.55K - $6.75K
|
38.1K
$11.9M
|
|
Feb 02, 2023
Q4 2022
|
Xxec, Inc.
|
BUY
|
- |
31+ 0.08% |
$5.55K - $6.75K
|
36.9K
$11.6M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
30+ 1.71% |
$5.37K - $6.53K
|
1.78K
$558K
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
30+ 0.77% |
$5.37K - $6.53K
|
3.94K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
30+ 1.51% |
$5.37K - $6.53K
|
2.02K
$633K
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
30+ 0.17% |
$5.37K - $6.53K
|
17.6K
$5.52M
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
29+ 0.98% |
$5.2K - $6.31K
|
2.99K
$935K
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
29+ 0.64% |
$5.2K - $6.31K
|
4.53K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
29+ 1.6% |
$5.2K - $6.31K
|
1.85K
$578K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28+ 1400.0% |
$5.02K - $6.1K
|
30
$9.4K
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
28+ 0.17% |
$5.02K - $6.1K
|
16.8K
$5.26M
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
27+ 0.71% |
$4.84K - $5.88K
|
3.85K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
27+ 0.08% |
$4.84K - $5.88K
|
34.2K
$10.7M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26+ 0.23% |
$4.66K - $5.66K
|
11.4K
$3.56M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26+ 0.12% |
$4.66K - $5.66K
|
21.1K
$6.61M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
26+ 1.56% |
$4.66K - $5.66K
|
1.69K
$529K
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.41% |
$4.66K - $5.66K
|
6.44K
$2.02M
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 0.81% |
$4.48K - $5.44K
|
3.12K
$978K
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
25+ 0.59% |
$4.48K - $5.44K
|
4.26K
$1.34M
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.1% |
$4.48K - $5.44K
|
24.6K
$7.71M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25+ 0.49% |
$4.48K - $5.44K
|
5.16K
$1.62M
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25+ 0.31% |
$4.48K - $5.44K
|
8.04K
$2.52M
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
24+ 0.84% |
$4.3K - $5.22K
|
2.87K
$899K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
24+ 1.12% |
$4.3K - $5.22K
|
2.17K
$679K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 7.35% |
$4.12K - $5.01K
|
336
$105K
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
23+ 1.25% |
$4.12K - $5.01K
|
1.87K
$586K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
22+ 1.47% |
$3.94K - $4.79K
|
1.52K
$476K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
22+ 1.79% |
$3.94K - $4.79K
|
1.25K
$393K
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
22+ 0.11% |
$3.94K - $4.79K
|
20.4K
$6.38M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
22+ 0.18% |
$3.94K - $4.79K
|
12.2K
$3.83M
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
21+ 0.11% |
$3.76K - $4.57K
|
19.2K
$6.01M
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
21+ 1.51% |
$3.76K - $4.57K
|
1.41K
$441K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
21+ 0.96% |
$3.76K - $4.57K
|
2.21K
$692K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21New |
$3.76K - $4.57K
|
21
$6.58K
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
20+ 1.33% |
$3.58K - $4.35K
|
1.53K
$478K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20+ 0.31% |
$3.58K - $4.35K
|
6.48K
$2.03M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
19New |
$3.4K - $4.14K
|
19
$5.95K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
19New |
$3.4K - $4.14K
|
19
$5.95K
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
19+ 0.57% |
$3.4K - $4.14K
|
3.37K
$1.06M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
19+ 0.45% |
$3.4K - $4.14K
|
4.22K
$1.32M
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
19+ 1.39% |
$3.4K - $4.14K
|
1.39K
$434K
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
19+ 0.22% |
$3.4K - $4.14K
|
8.65K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
19+ 0.12% |
$3.4K - $4.14K
|
15.7K
$4.9M
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
18+ 0.9% |
$3.22K - $3.92K
|
2.02K
$631K
|