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 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$3.05K - $3.7K
|
2.62K
$821K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
16+ 0.39% |
$2.87K - $3.48K
|
4.12K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.45% |
$2.87K - $3.48K
|
3.58K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$2.87K - $3.48K
|
11.9K
$3.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
BUY
|
- |
16+ 0.41% |
$2.87K - $3.48K
|
3.91K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16+ 0.53% |
$2.87K - $3.48K
|
3.01K
$944K
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
16+ 0.13% |
$2.87K - $3.48K
|
12.1K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$2.87K - $3.48K
|
3.29K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
15+ 1.25% |
$2.69K - $3.27K
|
1.22K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15+ 0.38% |
$2.69K - $3.27K
|
3.92K
$1.23M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
14+ 0.65% |
$2.51K - $3.05K
|
2.15K
$674K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
14+ 3.33% |
$2.51K - $3.05K
|
434
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
14+ 0.41% |
$2.51K - $3.05K
|
3.44K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
14+ 0.1% |
$2.51K - $3.05K
|
13.8K
$4.33M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
13+ 0.42% |
$2.33K - $2.83K
|
3.08K
$963K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
13+ 0.38% |
$2.33K - $2.83K
|
3.42K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13+ 0.98% |
$2.33K - $2.83K
|
1.34K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
13New |
$2.33K - $2.83K
|
13
$4.07K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 1.65% |
$1.97K - $2.39K
|
679
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11+ 0.29% |
$1.97K - $2.39K
|
3.78K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.37% |
$1.97K - $2.39K
|
3.02K
$945K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.17% |
$1.97K - $2.39K
|
6.33K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.44% |
$1.97K - $2.39K
|
2.52K
$788K
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
11+ 0.03% |
$1.97K - $2.39K
|
37K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 3.35% |
$1.97K - $2.39K
|
339
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.52% |
$1.97K - $2.39K
|
2.11K
$662K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
10+ 0.22% |
$1.79K - $2.18K
|
4.61K
$1.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
10+ 0.84% |
$1.79K - $2.18K
|
1.2K
$376K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
10+ 0.41% |
$1.79K - $2.18K
|
2.42K
$759K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
10+ 0.69% |
$1.79K - $2.18K
|
1.46K
$457K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.15% |
$1.79K - $2.18K
|
6.61K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
10+ 0.25% |
$1.79K - $2.18K
|
3.99K
$1.25M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.74% |
$1.79K - $2.18K
|
1.36K
$427K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
9+ 0.59% |
$1.61K - $1.96K
|
1.53K
$479K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9+ 0.41% |
$1.61K - $1.96K
|
2.2K
$689K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.14% |
$1.43K - $1.74K
|
5.55K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$1.43K - $1.74K
|
8
$2.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$1.43K - $1.74K
|
19.7K
$6.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
8+ 1.52% |
$1.43K - $1.74K
|
534
$167K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$1.43K - $1.74K
|
4.4K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7+ 0.56% |
$1.25K - $1.52K
|
1.26K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.25% |
$1.25K - $1.52K
|
2.84K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$1.25K - $1.52K
|
2.89K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7New |
$1.25K - $1.52K
|
7
$2.19K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.26% |
$1.25K - $1.52K
|
2.67K
$836K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6+ 0.16% |
$1.07K - $1.31K
|
3.78K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$1.07K - $1.31K
|
2.91K
$910K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.21% |
$1.07K - $1.31K
|
2.9K
$907K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5+ 0.06% |
$896 - $1.09K
|
8.45K
$2.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
5+ 0.22% |
$896 - $1.09K
|
2.24K
$700K
|