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 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.07KNew |
$237K - $255K
|
1.07K
$371K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1.07K+ 9.17% |
$236K - $254K
|
12.7K
$4.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.06K+ 1.8% |
$234K - $251K
|
59.7K
$20.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 4.56% |
$232K - $249K
|
24K
$8.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.05K+ 27.71% |
$231K - $249K
|
4.83K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.38% |
$231K - $248K
|
76.5K
$26.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.04K+ 0.73% |
$231K - $248K
|
144K
$49.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 2.4% |
$230K - $247K
|
44.5K
$15.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.04KNew |
$229K - $247K
|
1.04K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.03K+ 8.43% |
$228K - $245K
|
13.3K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.03K+ 18.49% |
$228K - $245K
|
6.62K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.03K+ 2.38% |
$228K - $245K
|
44.4K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.03K+ 2.79% |
$227K - $244K
|
37.9K
$13.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.02K+ 1.23% |
$226K - $243K
|
84K
$29M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.02K+ 43.01% |
$226K - $243K
|
3.4K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.01KNew |
$223K - $239K
|
1.01K
$349K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 4.45% |
$222K - $239K
|
23.6K
$8.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.01K+ 10.13% |
$222K - $239K
|
10.9K
$3.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1KNew |
$222K - $238K
|
1K
$347K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1K+ 27.55% |
$222K - $238K
|
4.64K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 8.97% |
$221K - $238K
|
12.2K
$4.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
997+ 0.82% |
$220K - $237K
|
123K
$42.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
994+ 9.91% |
$220K - $236K
|
11K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
990New |
$219K - $235K
|
990
$342K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
986New |
$218K - $234K
|
986
$341K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
985+ 20.11% |
$218K - $234K
|
5.88K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
981New |
$217K - $233K
|
981
$339K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
981New |
$217K - $233K
|
981
$339K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
973+ 26.04% |
$215K - $231K
|
4.71K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
973+ 0.65% |
$215K - $231K
|
151K
$52.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
973New |
$215K - $231K
|
973
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
972+ 1.14% |
$215K - $231K
|
86.1K
$29.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
966New |
$214K - $229K
|
966
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
965New |
$213K - $229K
|
965
$334K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
965+ 12.32% |
$213K - $229K
|
8.8K
$3.04M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
958+ 2.32% |
$212K - $228K
|
42.2K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
956+ 46.82% |
$211K - $227K
|
3K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
955+ 45.96% |
$211K - $227K
|
3.03K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
954+ 1.72% |
$211K - $227K
|
56.4K
$19.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
953New |
$211K - $226K
|
953
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
945New |
$209K - $224K
|
945
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
931+ 2.58% |
$206K - $221K
|
37K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
927+ 29.23% |
$205K - $220K
|
4.1K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
923+ 48.22% |
$204K - $219K
|
2.84K
$981K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
903New |
$200K - $214K
|
903
$312K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
899+ 2.75% |
$199K - $213K
|
33.6K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
898+ 135.65% |
$198K - $213K
|
1.56K
$539K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
898+ 15.72% |
$198K - $213K
|
6.61K
$2.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
894+ 59.01% |
$198K - $212K
|
2.41K
$833K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
894+ 44.63% |
$198K - $212K
|
2.9K
$1M
|