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 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
8.67K
$3.11M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
19.6K
$7.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.21% |
$179 - $218
|
474
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$179 - $218
|
2.02K
$726K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$179 - $218
|
10.9K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$179 - $218
|
5.61K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1+ 0.06% |
$179 - $218
|
1.79K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.06% |
$179 - $218
|
1.63K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$179 - $218
|
761
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.08% |
$179 - $218
|
1.27K
$457K
|
|
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.06% |
$179 - $218
|
1.74K
$626K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$179 - $218
|
5.01K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1- 0.01% |
$179 - $218
|
19K
$6.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.26% |
$179 - $218
|
391
$140K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1- 0.02% |
$179 - $218
|
4.24K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1- 0.01% |
$179 - $218
|
8.2K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2- 0.06% |
$358 - $435
|
3.36K
$1.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2- 0.17% |
$358 - $435
|
1.19K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$358 - $435
|
3.49K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3- 0.06% |
$537 - $653
|
4.71K
$1.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 0.51% |
$717 - $871
|
783
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4- 0.23% |
$717 - $871
|
1.7K
$610K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4- 0.35% |
$717 - $871
|
1.15K
$413K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-5- 0.38% |
$896 - $1.09K
|
1.32K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-5- 0.03% |
$896 - $1.09K
|
16.9K
$6.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5- 0.18% |
$896 - $1.09K
|
2.83K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.36% |
$896 - $1.09K
|
1.39K
$497K
|
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$896 - $1.09K
|
9.35K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5- 0.03% |
$896 - $1.09K
|
15.8K
$5.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$896 - $1.09K
|
4.03K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5- 0.05% |
$896 - $1.09K
|
9.48K
$3.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.34% |
$1.07K - $1.31K
|
1.78K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-6- 0.35% |
$1.07K - $1.31K
|
1.71K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.17% |
$1.25K - $1.52K
|
4.02K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-8- 0.12% |
$1.43K - $1.74K
|
6.58K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8- 0.28% |
$1.43K - $1.74K
|
2.87K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-8- 0.31% |
$1.43K - $1.74K
|
2.55K
$913K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8- 0.06% |
$1.43K - $1.74K
|
13.1K
$4.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9- 0.38% |
$1.61K - $1.96K
|
2.34K
$839K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-9- 0.19% |
$1.61K - $1.96K
|
4.82K
$1.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-10- 0.33% |
$1.79K - $2.18K
|
3K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10- 0.17% |
$1.79K - $2.18K
|
5.77K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.77% |
$1.79K - $2.18K
|
1.29K
$464K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-10- 0.74% |
$1.79K - $2.18K
|
1.34K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.43% |
$1.79K - $2.18K
|
2.31K
$830K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-11- 0.22% |
$1.97K - $2.39K
|
5.03K
$1.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 1.07% |
$2.15K - $2.61K
|
1.11K
$399K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12- 0.06% |
$2.15K - $2.61K
|
20.4K
$7.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 0.11% |
$2.15K - $2.61K
|
10.5K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-12- 0.75% |
$2.15K - $2.61K
|
1.59K
$572K
|