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 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-884- 4.44% |
$158K - $192K
|
19K
$6.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-900- 12.2% |
$161K - $196K
|
6.48K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-900- 0.35% |
$161K - $196K
|
255K
$91M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-906- 10.49% |
$162K - $197K
|
7.73K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-908- 4.91% |
$163K - $198K
|
17.6K
$6.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-923- 16.48% |
$165K - $201K
|
4.68K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-927- 3.85% |
$166K - $202K
|
23.1K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-929- 1.05% |
$166K - $202K
|
87.3K
$31.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-931- 38.68% |
$167K - $203K
|
1.48K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-932- 19.39% |
$167K - $203K
|
3.87K
$1.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-937- 12.44% |
$168K - $204K
|
6.59K
$2.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-939- 17.72% |
$168K - $204K
|
4.36K
$1.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-942- 34.3% |
$169K - $205K
|
1.8K
$643K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-942- 4.63% |
$169K - $205K
|
19.4K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-944- 7.83% |
$169K - $205K
|
11.1K
$3.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-946- 0.89% |
$169K - $206K
|
105K
$37.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-948- 3.29% |
$170K - $206K
|
27.9K
$9.94M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-960- 7.71% |
$172K - $209K
|
11.5K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-965- 7.61% |
$173K - $210K
|
11.7K
$4.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-971- 19.68% |
$174K - $211K
|
3.96K
$1.41M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-972- 6.24% |
$174K - $212K
|
14.6K
$5.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-974- 0.23% |
$174K - $212K
|
417K
$149M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-974- 44.84% |
$174K - $212K
|
1.2K
$427K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-976- 1.78% |
$175K - $212K
|
53.8K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-978- 2.29% |
$175K - $213K
|
41.7K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-978- 18.23% |
$175K - $213K
|
4.39K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-980- 43.04% |
$176K - $213K
|
1.3K
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-984- 4.65% |
$176K - $214K
|
20.2K
$7.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-988- 10.82% |
$177K - $215K
|
8.15K
$2.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 50.0% |
$179K - $218K
|
1K
$357K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1K- 21.26% |
$179K - $218K
|
3.7K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1K- 43.8% |
$179K - $218K
|
1.28K
$458K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 1.02% |
$179K - $218K
|
97.3K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1K- 1.22% |
$180K - $218K
|
81.5K
$29M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.02K- 0.56% |
$182K - $221K
|
180K
$64.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.02K- 5.66% |
$183K - $222K
|
17K
$6.07M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.04K- 20.26% |
$187K - $227K
|
4.11K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.05K- 2.29% |
$187K - $227K
|
44.6K
$15.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.05K- 41.69% |
$187K - $228K
|
1.46K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.05K- 9.92% |
$189K - $229K
|
9.57K
$3.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.06K- 24.28% |
$190K - $230K
|
3.3K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.06K- 7.67% |
$190K - $231K
|
12.7K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.06K- 0.55% |
$190K - $231K
|
192K
$68.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$192K - $233K
|
7.29K
$2.6M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.08K- 0.39% |
$194K - $236K
|
274K
$97.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.08K- 1.24% |
$194K - $236K
|
86.1K
$30.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.09K- 11.43% |
$195K - $237K
|
8.45K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.09K- 0.23% |
$196K - $238K
|
470K
$167M
|
|
|
Feb 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.09K- 3.43% |
$196K - $238K
|
30.8K
$11M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-1.1K- 0.94% |
$196K - $238K
|
116K
$41.3M
|