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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280- 4.87% |
$50.2K - $61K
|
5.46K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-281- 0.49% |
$50.3K - $61.2K
|
56.9K
$17.6M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-283- 2.92% |
$50.7K - $61.6K
|
9.42K
$2.92M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-286- 3.32% |
$51.2K - $62.3K
|
8.32K
$2.58M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-286- 16.03% |
$51.2K - $62.3K
|
1.5K
$464K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-290- 0.53% |
$52K - $63.1K
|
54.6K
$16.9M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-291- 5.03% |
$52.1K - $63.3K
|
5.49K
$1.7M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-291- 5.01% |
$52.1K - $63.3K
|
5.51K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-292- 4.46% |
$52.3K - $63.6K
|
6.25K
$1.94M
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-294- 1.49% |
$52.7K - $64K
|
19.4K
$6.01M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-295- 1.0% |
$52.8K - $64.2K
|
29.3K
$9.09M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-295- 0.25% |
$52.8K - $64.2K
|
118K
$36.7M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-296- 0.64% |
$53K - $64.4K
|
45.9K
$14.2M
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-297- 1.1% |
$53.2K - $64.7K
|
26.8K
$8.31M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-298- 19.66% |
$53.4K - $64.9K
|
1.22K
$377K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-298- 0.12% |
$53.4K - $64.9K
|
257K
$79.6M
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-300- 15.54% |
$53.7K - $65.3K
|
1.63K
$505K
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-300- 6.38% |
$53.7K - $65.3K
|
4.4K
$1.36M
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-300- 0.62% |
$53.7K - $65.3K
|
47.8K
$14.8M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-300- 1.88% |
$53.7K - $65.3K
|
15.7K
$4.85M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-301- 4.18% |
$53.9K - $65.5K
|
6.9K
$2.14M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-307- 2.75% |
$55K - $66.8K
|
10.9K
$3.36M
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-308- 1.62% |
$55.2K - $67K
|
18.7K
$5.79M
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-309- 0.32% |
$55.4K - $67.3K
|
95.7K
$29.7M
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-310- 3.65% |
$55.5K - $67.5K
|
8.18K
$2.54M
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-310- 1.74% |
$55.5K - $67.5K
|
17.5K
$5.43M
|
|
Feb 13, 2023
Q4 2022
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-311- 1.74% |
$55.7K - $67.7K
|
17.6K
$5.44M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-312- 5.79% |
$55.9K - $67.9K
|
5.08K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-313- 6.58% |
$56.1K - $68.1K
|
4.44K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-313- 3.63% |
$56.1K - $68.1K
|
8.3K
$2.57M
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-316- 1.86% |
$56.6K - $68.8K
|
16.6K
$5.16M
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-318- 8.18% |
$57K - $69.2K
|
3.57K
$1.11M
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-319- 11.25% |
$57.1K - $69.4K
|
2.52K
$780K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-320- 2.2% |
$57.3K - $69.7K
|
14.2K
$4.41M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-320- 2.2% |
$57.3K - $69.7K
|
14.2K
$4.41M
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-322- 12.02% |
$57.7K - $70.1K
|
2.36K
$730K
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-324- 1.28% |
$58K - $70.5K
|
25.1K
$7.77M
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-325- 14.81% |
$58.2K - $70.7K
|
1.87K
$580K
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-325- 0.51% |
$58.2K - $70.7K
|
63.2K
$19.6M
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-328- 2.65% |
$58.8K - $71.4K
|
12K
$3.73M
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-330- 4.03% |
$59.1K - $71.8K
|
7.85K
$2.43M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-333- 2.34% |
$59.7K - $72.5K
|
13.9K
$4.3M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-336- 8.54% |
$60.2K - $73.1K
|
3.6K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-336- 0.24% |
$60.2K - $73.1K
|
143K
$44.2M
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-337- 2.44% |
$60.4K - $73.4K
|
13.5K
$4.18M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-337- 4.66% |
$60.4K - $73.4K
|
6.89K
$2.14M
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-339- 0.94% |
$60.7K - $73.8K
|
35.7K
$11.1M
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-340- 0.24% |
$60.9K - $74K
|
143K
$44.3M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-340- 0.35% |
$60.9K - $74K
|
95.5K
$29.6M
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-340- 5.9% |
$60.9K - $74K
|
5.43K
$1.68M
|