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 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 1.17% |
$2.65K - $2.85K
|
1.04K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11+ 0.27% |
$2.43K - $2.61K
|
4.06K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$2.43K - $2.61K
|
2.35K
$811K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
11+ 0.35% |
$2.43K - $2.61K
|
3.14K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.17% |
$2.43K - $2.61K
|
6.35K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 4.1% |
$2.43K - $2.61K
|
279
$96.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
10+ 0.94% |
$2.21K - $2.37K
|
1.07K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.27% |
$2.21K - $2.37K
|
3.77K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.21K - $2.37K
|
2.44K
$842K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
10+ 0.46% |
$2.21K - $2.37K
|
2.19K
$755K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10+ 1.06% |
$2.21K - $2.37K
|
953
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.55% |
$2.21K - $2.37K
|
1.83K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
10+ 0.23% |
$2.21K - $2.37K
|
4.31K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10+ 0.74% |
$2.21K - $2.37K
|
1.36K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.06% |
$2.21K - $2.37K
|
16K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
10+ 2.42% |
$2.21K - $2.37K
|
423
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10+ 0.8% |
$2.21K - $2.37K
|
1.26K
$434K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
10+ 0.05% |
$2.21K - $2.37K
|
19.7K
$6.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
9+ 0.03% |
$1.99K - $2.14K
|
30.2K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.3% |
$1.99K - $2.14K
|
3.01K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 0.54% |
$1.99K - $2.14K
|
1.69K
$582K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
9+ 0.11% |
$1.99K - $2.14K
|
7.88K
$2.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
9+ 0.19% |
$1.99K - $2.14K
|
4.63K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.15% |
$1.77K - $1.9K
|
5.43K
$1.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.14% |
$1.77K - $1.9K
|
5.86K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 1.63% |
$1.77K - $1.9K
|
498
$172K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
8+ 0.18% |
$1.77K - $1.9K
|
4.38K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8+ 0.36% |
$1.77K - $1.9K
|
2.24K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8+ 0.36% |
$1.77K - $1.9K
|
2.22K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.77% |
$1.77K - $1.9K
|
1.05K
$363K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.54% |
$1.55K - $1.66K
|
1.31K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.28% |
$1.55K - $1.66K
|
2.54K
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7+ 0.57% |
$1.55K - $1.66K
|
1.24K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7+ 0.14% |
$1.55K - $1.66K
|
5.03K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.55% |
$1.55K - $1.66K
|
1.27K
$438K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.11% |
$1.33K - $1.42K
|
5.57K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$1.33K - $1.42K
|
6.67K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.26% |
$1.33K - $1.42K
|
2.28K
$788K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
6+ 0.37% |
$1.33K - $1.42K
|
1.63K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6+ 0.17% |
$1.33K - $1.42K
|
3.51K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6+ 0.4% |
$1.33K - $1.42K
|
1.51K
$522K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$1.11K - $1.19K
|
3.59K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.11K - $1.19K
|
3.75K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$1.11K - $1.19K
|
9.27K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5+ 0.52% |
$1.11K - $1.19K
|
960
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.23% |
$1.11K - $1.19K
|
2.18K
$751K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 4.44% |
$884 - $950
|
94
$32.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 0.88% |
$884 - $950
|
461
$159K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.04% |
$884 - $950
|
11K
$3.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.02% |
$884 - $950
|
21K
$7.25M
|