Purchases and Sales Made in Q2 2022 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$756 - $911
|
2.59K
$821K
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.2% |
$756 - $911
|
2.03K
$645K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$378 - $455
|
11K
$3.51M
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2+ 0.12% |
$378 - $455
|
1.62K
$515K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.14% |
$378 - $455
|
1.39K
$441K
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2+ 0.19% |
$378 - $455
|
1.05K
$333K
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.17% |
$378 - $455
|
1.16K
$368K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 15.38% |
$378 - $455
|
15
$4.77K
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 9.09% |
$378 - $455
|
24
$7.63K
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2+ 0.13% |
$378 - $455
|
1.57K
$498K
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$378 - $455
|
7.09K
$2.25M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.05% |
$189 - $228
|
1.85K
$587K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$189 - $228
|
378
$120K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
1+ 0.01% |
$189 - $228
|
11.1K
$3.54M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$189 - $228
|
2.18K
$694K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$189 - $228
|
4.4K
$1.4M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.02% |
$189 - $228
|
4.96K
$1.58M
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$189 - $228
|
1.07K
$340K
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$189 - $228
|
4.5K
$1.43M
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$189 - $228
|
1.19K
$379K
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1+ 0.02% |
$189 - $228
|
6.25K
$1.99M
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$189 - $228
|
3K
$952K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1+ 0.06% |
$189 - $228
|
1.56K
$494K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$189 - $228
|
3.15K
$999K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.19% |
$189 - $228
|
525
$167K
|
|
Aug 15, 2022
Q2 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$189 - $228
|
759
$241K
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.02% |
$189 - $228
|
6.42K
$2.04M
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.06% |
$189 - $228
|
1.63K
$517K
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.56% |
$189 - $228
|
180
$57.2K
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.01% |
$189 - $228
|
9.63K
$3.06M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1- 0.05% |
$189 - $228
|
1.85K
$589K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$189 - $228
|
8.09K
$2.57M
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$189 - $228
|
3
$953
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1- 0.03% |
$189 - $228
|
3.71K
$1.18M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2- 2.06% |
$378 - $455
|
95
$30.2K
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$378 - $455
|
2.65K
$843K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2- 0.16% |
$378 - $455
|
1.26K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 8.33% |
$378 - $455
|
22
$6.99K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.15% |
$378 - $455
|
1.31K
$415K
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
SELL
|
- |
-4- 0.26% |
$756 - $911
|
1.52K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4- 0.09% |
$756 - $911
|
4.67K
$1.48M
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4- 0.19% |
$756 - $911
|
2.06K
$655K
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-5- 0.02% |
$945 - $1.14K
|
20.5K
$6.52M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5- 0.05% |
$945 - $1.14K
|
10K
$3.18M
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-5- 0.44% |
$945 - $1.14K
|
1.14K
$363K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-5- 0.14% |
$945 - $1.14K
|
3.57K
$1.13M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 2.03% |
$945 - $1.14K
|
241
$76.6K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5- 0.03% |
$945 - $1.14K
|
14.8K
$4.7M
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-5- 0.09% |
$945 - $1.14K
|
5.38K
$1.71M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 0.26% |
$1.13K - $1.37K
|
2.3K
$731K
|