Purchases and Sales Made in Q2 2023 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.92KNew |
$866K - $930K
|
3.92K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
3.87K+ 1.38% |
$856K - $920K
|
285K
$99.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.84K+ 12.43% |
$848K - $911K
|
34.7K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.83K+ 11.58% |
$847K - $910K
|
36.9K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83K+ 14.39% |
$847K - $910K
|
30.4K
$10.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.81K+ 5.68% |
$841K - $904K
|
70.9K
$24.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.75K+ 29.76% |
$828K - $890K
|
16.3K
$5.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.72KNew |
$823K - $884K
|
3.72K
$1.3M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3.72K+ 10.15% |
$821K - $882K
|
40.3K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.71K+ 2.86% |
$821K - $882K
|
134K
$46.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.62K+ 0.76% |
$799K - $859K
|
482K
$168M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.6K+ 248.48% |
$795K - $854K
|
5.05K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
3.59K+ 11.68% |
$794K - $853K
|
34.4K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.56K+ 3.44% |
$787K - $846K
|
107K
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.54K+ 2.39% |
$782K - $840K
|
151K
$52.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.53KNew |
$779K - $837K
|
3.53K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.51K+ 6.58% |
$776K - $834K
|
56.9K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.51KNew |
$775K - $833K
|
3.51K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.49K+ 12.22% |
$771K - $829K
|
32K
$11.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.41K+ 0.61% |
$754K - $810K
|
565K
$196M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.41KNew |
$753K - $809K
|
3.41K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.4KNew |
$752K - $808K
|
3.4K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.32K+ 6.25% |
$733K - $787K
|
56.4K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.31KNew |
$732K - $787K
|
3.31K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 19.04% |
$732K - $786K
|
20.7K
$7.2M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.3K+ 4.36% |
$729K - $784K
|
78.9K
$27.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.3K+ 1.02% |
$729K - $783K
|
328K
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.29KNew |
$727K - $781K
|
3.29K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
3.28K+ 2.71% |
$725K - $779K
|
124K
$43.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.27K+ 7.25% |
$724K - $778K
|
48.4K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.25K+ 182.02% |
$718K - $772K
|
5.03K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 10.94% |
$715K - $769K
|
32.8K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.24K+ 1.32% |
$715K - $768K
|
249K
$86.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.21K+ 42.22% |
$710K - $763K
|
10.8K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.2K+ 6.48% |
$707K - $760K
|
52.6K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.12K+ 2.51% |
$690K - $741K
|
127K
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$689K - $741K
|
3.12K
$1.09M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$689K - $741K
|
3.12K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.08K+ 84.99% |
$680K - $730K
|
6.69K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.07K+ 15.63% |
$679K - $729K
|
22.7K
$7.9M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 14.25% |
$677K - $727K
|
24.6K
$8.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.06K+ 6.75% |
$677K - $727K
|
48.4K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
3.03KNew |
$670K - $720K
|
3.03K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
3.03K+ 23.23% |
$669K - $719K
|
16.1K
$5.59M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 66.84% |
$662K - $712K
|
7.48K
$2.6M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 66.84% |
$662K - $712K
|
7.48K
$2.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3K+ 99.63% |
$662K - $711K
|
6K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.99K+ 8.84% |
$661K - $711K
|
36.9K
$12.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.98K+ 8.11% |
$660K - $709K
|
39.8K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.98K+ 5.88% |
$659K - $708K
|
53.7K
$18.7M
|