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 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 158.56% |
$497K - $534K
|
3.67K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
2.23K+ 2.14% |
$492K - $529K
|
106K
$33.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.23K+ 3.9% |
$492K - $529K
|
59.3K
$18.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.21K+ 4.27% |
$488K - $524K
|
53.9K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.2K+ 27.06% |
$487K - $523K
|
10.3K
$3.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.2KNew |
$486K - $523K
|
2.2K
$686K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.2K+ 7.99% |
$486K - $522K
|
29.8K
$9.28M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.2K+ 7.99% |
$486K - $522K
|
29.8K
$9.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.2K+ 6.02% |
$485K - $521K
|
38.6K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
2.19KNew |
$484K - $520K
|
2.19K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.18KNew |
$481K - $517K
|
2.18K
$679K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.18K+ 12.01% |
$481K - $517K
|
20.3K
$6.33M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 12.16% |
$479K - $514K
|
20K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2.15KNew |
$475K - $511K
|
2.15K
$670K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.15K+ 9.8% |
$475K - $510K
|
24.1K
$7.51M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 47.01% |
$475K - $510K
|
6.71K
$2.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
2.14K+ 0.31% |
$472K - $507K
|
695K
$217M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.11K+ 0.3% |
$467K - $501K
|
715K
$223M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.11K+ 2.79% |
$465K - $500K
|
77.7K
$24.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.1KNew |
$463K - $498K
|
2.1K
$654K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.1KNew |
$463K - $498K
|
2.1K
$653K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.07KNew |
$457K - $491K
|
2.07K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.05K+ 13.88% |
$453K - $487K
|
16.8K
$5.24M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.02K+ 31.33% |
$445K - $479K
|
8.45K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.01K+ 8.11% |
$443K - $476K
|
26.7K
$8.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2K+ 21.0% |
$441K - $474K
|
11.5K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.89% |
$440K - $473K
|
70.8K
$22.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.99K+ 83.85% |
$439K - $472K
|
4.36K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.98K+ 84.71% |
$438K - $471K
|
4.32K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.97K+ 45.23% |
$436K - $468K
|
6.33K
$1.97M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.96KNew |
$433K - $465K
|
1.96K
$611K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.93K+ 27.79% |
$426K - $458K
|
8.87K
$2.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1.92K+ 11.41% |
$424K - $455K
|
18.7K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$423K - $455K
|
1.91K
$597K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.91K+ 10.52% |
$422K - $453K
|
20K
$6.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.91KNew |
$422K - $453K
|
1.91K
$595K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 0.13% |
$420K - $451K
|
1.49M
$465M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$416K - $446K
|
1.88K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.88K+ 21.45% |
$414K - $445K
|
10.6K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.86K+ 58.58% |
$410K - $441K
|
5.03K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 103.29% |
$410K - $441K
|
3.65K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 6.77% |
$406K - $436K
|
29K
$9.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.82KNew |
$401K - $431K
|
1.82K
$566K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.81K+ 3.24% |
$400K - $430K
|
57.6K
$18M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.79K+ 1.57% |
$396K - $425K
|
116K
$36.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.78K+ 4.51% |
$393K - $422K
|
41.3K
$12.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
1.78K+ 0.68% |
$393K - $422K
|
265K
$82.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.77K+ 2.85% |
$392K - $421K
|
64K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.76K+ 21.91% |
$390K - $419K
|
9.81K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.72K+ 53.03% |
$379K - $407K
|
4.95K
$1.54M
|