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 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.54K+ 379.01% |
$1.17M - $1.42M
|
8.26K
$2.54M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.54K+ 0.06% |
$1.17M - $1.42M
|
10.2M
$3.14B
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.52KNew |
$1.17M - $1.42M
|
6.52K
$2.01M
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.51K+ 71.03% |
$1.17M - $1.42M
|
15.7K
$4.82M
|
|
Feb 10, 2023
Q4 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.5KNew |
$1.16M - $1.41M
|
6.5K
$2M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.46K+ 32.79% |
$1.16M - $1.41M
|
26.2K
$8.04M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.46K+ 23.96% |
$1.16M - $1.41M
|
33.4K
$10.3M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.39K+ 13.24% |
$1.14M - $1.39M
|
54.6K
$16.8M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.37K+ 12.65% |
$1.14M - $1.39M
|
56.8K
$17.5M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
6.29KNew |
$1.13M - $1.37M
|
6.29K
$1.93M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.29K+ 13.51% |
$1.13M - $1.37M
|
52.8K
$16.2M
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.26K+ 8.93% |
$1.12M - $1.36M
|
76.4K
$23.5M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.25K+ 9.75% |
$1.12M - $1.36M
|
70.4K
$21.6M
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.21K+ 4.29% |
$1.11M - $1.35M
|
151K
$46.4M
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.21K+ 2.6% |
$1.11M - $1.35M
|
245K
$75.4M
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
6.18KNew |
$1.11M - $1.35M
|
6.18K
$1.9M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.16KNew |
$1.1M - $1.34M
|
6.16K
$1.89M
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
6.13KNew |
$1.1M - $1.34M
|
6.13K
$1.89M
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
6.12K+ 81.89% |
$1.1M - $1.33M
|
13.6K
$4.18M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
6.09K+ 24.71% |
$1.09M - $1.33M
|
30.7K
$9.45M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.08KNew |
$1.09M - $1.32M
|
6.08K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.01K+ 9.2% |
$1.08M - $1.31M
|
71.3K
$21.9M
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
5.94K+ 14.17% |
$1.06M - $1.29M
|
47.9K
$14.7M
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
5.87K+ 8.97% |
$1.05M - $1.28M
|
71.3K
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.87KNew |
$1.05M - $1.28M
|
5.87K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
5.85K+ 19.25% |
$1.05M - $1.27M
|
36.3K
$11.1M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.82K+ 447.5% |
$1.04M - $1.27M
|
7.12K
$2.19M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.8K+ 28.96% |
$1.04M - $1.26M
|
25.8K
$7.95M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.74KNew |
$1.03M - $1.25M
|
5.74K
$1.77M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.73K+ 25.85% |
$1.03M - $1.25M
|
27.9K
$8.57M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.68KNew |
$1.02M - $1.24M
|
5.68K
$1.75M
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.64KNew |
$1.01M - $1.23M
|
5.64K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.57K+ 0.07% |
$998K - $1.21M
|
7.7M
$2.37B
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.56K+ 7.85% |
$996K - $1.21M
|
76.4K
$23.5M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.55K+ 1.12% |
$993K - $1.21M
|
499K
$154M
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
5.52KNew |
$989K - $1.2M
|
5.52K
$1.7M
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.51KNew |
$988K - $1.2M
|
5.51K
$1.69M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.49K+ 0.38% |
$984K - $1.2M
|
1.44M
$442M
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
5.47K+ 0.79% |
$980K - $1.19M
|
694K
$213M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.44K+ 1.46% |
$974K - $1.18M
|
378K
$116M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.34KNew |
$957K - $1.16M
|
5.34K
$1.64M
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.33KNew |
$954K - $1.16M
|
5.33K
$1.64M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.31K+ 87.99% |
$952K - $1.16M
|
11.4K
$3.49M
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
5.31K+ 1.5% |
$952K - $1.16M
|
358K
$110M
|
|
Feb 14, 2023
Q4 2022
|
Hengistbury Investment Partners LLP
London, X0 |
BUY
|
- |
5.3K+ 1.03% |
$949K - $1.15M
|
518K
$159M
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.29KNew |
$948K - $1.15M
|
5.29K
$1.63M
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.28KNew |
$946K - $1.15M
|
5.28K
$1.62M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.26K+ 71.92% |
$942K - $1.14M
|
12.6K
$3.86M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.26K+ 0.56% |
$941K - $1.14M
|
938K
$288M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
5.25K+ 3.46% |
$941K - $1.14M
|
157K
$48.3M
|