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 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5+ 0.03% |
$896 - $1.09K
|
15.5K
$4.82M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.54% |
$896 - $1.09K
|
928
$288K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.21% |
$896 - $1.09K
|
2.36K
$731K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.23% |
$896 - $1.09K
|
2.17K
$673K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.07% |
$717 - $871
|
5.6K
$1.74M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
4+ 0.33% |
$717 - $871
|
1.23K
$382K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 2.68% |
$717 - $871
|
153
$47.4K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.87% |
$717 - $871
|
463
$143K
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4+ 16.67% |
$717 - $871
|
28
$8.68K
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4+ 0.11% |
$717 - $871
|
3.61K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
4+ 1.18% |
$717 - $871
|
344
$107K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.01% |
$717 - $871
|
27.3K
$8.46M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.02% |
$717 - $871
|
21.1K
$6.54M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.18% |
$717 - $871
|
2.22K
$688K
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3+ 0.21% |
$537 - $653
|
1.42K
$439K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.07% |
$537 - $653
|
4.51K
$1.4M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.12% |
$537 - $653
|
2.5K
$775K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.68% |
$537 - $653
|
441
$137K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.03% |
$537 - $653
|
9.28K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
3+ 0.02% |
$537 - $653
|
14.1K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.13% |
$537 - $653
|
2.36K
$732K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.03% |
$537 - $653
|
9.64K
$2.99M
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.04% |
$358 - $435
|
5.72K
$1.77M
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$358 - $435
|
9.84K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
2+ 0.03% |
$358 - $435
|
6.81K
$2.11M
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$179 - $218
|
4.8K
$1.49M
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.81K
$1.8M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$179 - $218
|
380
$118K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.42K
$1.68M
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$179 - $218
|
1.49K
$463K
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$179 - $218
|
3.24K
$1M
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.32K
$1.65M
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.32K
$1.65M
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$179 - $218
|
1.83K
$568K
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$179 - $218
|
1.5K
$466K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.12% |
$179 - $218
|
858
$266K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$179 - $218
|
1
$310
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
8.67K
$2.69M
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
19.6K
$6.06M
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.21% |
$179 - $218
|
474
$147K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$179 - $218
|
2.02K
$627K
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
10.9K
$3.37M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.61K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1+ 0.06% |
$179 - $218
|
1.79K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.06% |
$179 - $218
|
1.63K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$179 - $218
|
761
$236K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.08% |
$179 - $218
|
1.27K
$395K
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$179 - $218
|
5.01K
$1.55M
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1- 0.01% |
$179 - $218
|
19K
$5.9M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.26% |
$179 - $218
|
391
$121K
|