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 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-397- 1.58% |
$71.1K - $86.4K
|
24.7K
$8.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-399- 0.46% |
$71.5K - $86.9K
|
86.8K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 9.09% |
$71.7K - $87.1K
|
4K
$1.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-401- 28.04% |
$71.8K - $87.3K
|
1.03K
$369K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-402- 9.35% |
$72K - $87.5K
|
3.9K
$1.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-405- 22.36% |
$72.6K - $88.2K
|
1.41K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-405- 24.67% |
$72.6K - $88.2K
|
1.24K
$444K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-405- 13.03% |
$72.6K - $88.2K
|
2.7K
$970K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-406- 11.34% |
$72.7K - $88.4K
|
3.17K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Channing Global Advisors, LLC
|
SELL
|
- |
-407- 2.72% |
$72.9K - $88.6K
|
14.6K
$5.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-408- 0.65% |
$73.1K - $88.8K
|
62.5K
$22.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-410- 1.95% |
$73.4K - $89.3K
|
20.6K
$7.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-411- 10.14% |
$73.6K - $89.5K
|
3.64K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-412- 3.15% |
$73.8K - $89.7K
|
12.7K
$4.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-413- 1.14% |
$74K - $89.9K
|
36K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-415- 2.87% |
$74.3K - $90.3K
|
14.1K
$5.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-416- 9.69% |
$74.5K - $90.6K
|
3.88K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-417- 3.55% |
$74.7K - $90.8K
|
11.3K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-417- 3.09% |
$74.7K - $90.8K
|
13.1K
$4.69M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-418- 1.83% |
$74.9K - $91K
|
22.4K
$8.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-419- 3.14% |
$75.1K - $91.2K
|
12.9K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-419- 1.43% |
$75.1K - $91.2K
|
28.9K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-420- 13.38% |
$75.2K - $91.4K
|
2.72K
$976K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-424- 2.3% |
$76K - $92.3K
|
18K
$6.47M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-426- 7.08% |
$76.3K - $92.7K
|
5.59K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-434- 0.89% |
$77.7K - $94.5K
|
48.5K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-434- 1.5% |
$77.7K - $94.5K
|
28.5K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-440- 6.52% |
$78.8K - $95.8K
|
6.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-443- 17.8% |
$79.4K - $96.4K
|
2.05K
$734K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-444- 6.87% |
$79.5K - $96.7K
|
6.02K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-445- 7.28% |
$79.7K - $96.9K
|
5.67K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-447- 1.31% |
$80.1K - $97.3K
|
33.7K
$12.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-447- 1.32% |
$80.1K - $97.3K
|
33.4K
$12M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-447- 17.59% |
$80.1K - $97.3K
|
2.09K
$751K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-448- 1.19% |
$80.3K - $97.5K
|
37.1K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-449- 12.39% |
$80.4K - $97.7K
|
3.18K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-450- 5.44% |
$80.6K - $98K
|
7.82K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-454- 20.33% |
$81.3K - $98.8K
|
1.78K
$638K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-458- 20.39% |
$82K - $99.7K
|
1.79K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-463- 1.81% |
$82.9K - $101K
|
25.1K
$9M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-464- 22.86% |
$83.1K - $101K
|
1.57K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-465- 7.27% |
$83.3K - $101K
|
5.93K
$2.13M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
SELL
|
- |
-466- 8.44% |
$83.5K - $101K
|
5.05K
$1.81M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-468- 27.35% |
$83.8K - $102K
|
1.24K
$446K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-470- 0.76% |
$84.2K - $102K
|
61K
$21.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-473- 3.42% |
$84.7K - $103K
|
13.4K
$4.8M
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-474- 0.55% |
$84.9K - $103K
|
85.6K
$30.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-475- 0.45% |
$85.1K - $103K
|
104K
$37.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.73% |
$85.1K - $103K
|
16.9K
$6.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-476- 15.34% |
$85.3K - $104K
|
2.63K
$943K
|