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 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-340- 5.9% |
$60.9K - $74K
|
5.43K
$1.69M
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-342- 3.75% |
$61.3K - $74.4K
|
8.79K
$2.74M
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-343- 7.61% |
$61.4K - $74.7K
|
4.17K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-349- 3.16% |
$62.5K - $76K
|
10.7K
$3.34M
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-350- 1.85% |
$62.7K - $76.2K
|
18.6K
$5.8M
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-359- 2.25% |
$64.3K - $78.2K
|
15.6K
$4.87M
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-360- 4.48% |
$64.5K - $78.4K
|
7.68K
$2.4M
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-360- 17.07% |
$64.5K - $78.4K
|
1.75K
$545K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-362- 6.63% |
$64.8K - $78.8K
|
5.1K
$1.59M
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-364- 9.14% |
$65.2K - $79.2K
|
3.62K
$1.13M
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-365- 1.89% |
$65.4K - $79.5K
|
19K
$5.91M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-365- 1.22% |
$65.4K - $79.5K
|
29.5K
$9.18M
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-366- 14.25% |
$65.6K - $79.7K
|
2.2K
$687K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-367- 1.86% |
$65.7K - $79.9K
|
19.3K
$6.02M
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-368- 1.54% |
$65.9K - $80.1K
|
23.6K
$7.36M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-369- 19.22% |
$66.1K - $80.3K
|
1.55K
$484K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-371- 6.6% |
$66.5K - $80.8K
|
5.25K
$1.64M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-371- 2.74% |
$66.5K - $80.8K
|
13.2K
$4.11M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-373- 2.01% |
$66.8K - $81.2K
|
18.2K
$5.66M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-375- 1.84% |
$67.2K - $81.6K
|
20K
$6.23M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-377- 6.5% |
$67.5K - $82.1K
|
5.42K
$1.69M
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-379- 1.74% |
$67.9K - $82.5K
|
21.4K
$6.67M
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-380- 2.51% |
$68.1K - $82.7K
|
14.8K
$4.6M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-380- 28.79% |
$68.1K - $82.7K
|
940
$293K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-381- 2.08% |
$68.3K - $82.9K
|
17.9K
$5.58M
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-382- 14.99% |
$68.4K - $83.2K
|
2.17K
$676K
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-384- 0.65% |
$68.8K - $83.6K
|
59K
$18.4M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-387- 6.53% |
$69.3K - $84.2K
|
5.54K
$1.73M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-388- 1.88% |
$69.5K - $84.5K
|
20.2K
$6.3M
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-390- 8.97% |
$69.9K - $84.9K
|
3.96K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-390- 3.11% |
$69.9K - $84.9K
|
12.1K
$3.79M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-392- 0.77% |
$70.2K - $85.3K
|
50.6K
$15.8M
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-393- 1.41% |
$70.4K - $85.6K
|
27.4K
$8.54M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-395- 2.22% |
$70.8K - $86K
|
17.4K
$5.42M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-397- 1.58% |
$71.1K - $86.4K
|
24.7K
$7.71M
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-399- 0.46% |
$71.5K - $86.9K
|
86.8K
$27.1M
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 9.09% |
$71.7K - $87.1K
|
4K
$1.25M
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-401- 28.04% |
$71.8K - $87.3K
|
1.03K
$321K
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-402- 9.35% |
$72K - $87.5K
|
3.9K
$1.22M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-405- 22.36% |
$72.6K - $88.2K
|
1.41K
$438K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-405- 24.67% |
$72.6K - $88.2K
|
1.24K
$386K
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-405- 13.03% |
$72.6K - $88.2K
|
2.7K
$843K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-406- 11.34% |
$72.7K - $88.4K
|
3.17K
$989K
|
|
Feb 03, 2023
Q4 2022
|
Channing Global Advisors, LLC
|
SELL
|
- |
-407- 2.72% |
$72.9K - $88.6K
|
14.6K
$4.54M
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-408- 0.65% |
$73.1K - $88.8K
|
62.5K
$19.5M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-410- 1.95% |
$73.4K - $89.3K
|
20.6K
$6.43M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-411- 10.14% |
$73.6K - $89.5K
|
3.64K
$1.14M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-412- 3.15% |
$73.8K - $89.7K
|
12.7K
$3.95M
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-413- 1.14% |
$74K - $89.9K
|
36K
$11.2M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-415- 2.87% |
$74.3K - $90.3K
|
14.1K
$4.38M
|