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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.37KNew |
$302K - $324K
|
1.37K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 6.9% |
$301K - $323K
|
21.1K
$7.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.35K+ 5.71% |
$299K - $321K
|
25K
$8.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.33KNew |
$295K - $317K
|
1.33K
$472K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.33K+ 4.32% |
$294K - $316K
|
32.1K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
1.33KNew |
$293K - $315K
|
1.33K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.32K+ 4.64% |
$291K - $313K
|
29.7K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 5.45% |
$290K - $312K
|
25.4K
$8.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.31KNew |
$290K - $311K
|
1.31K
$463K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.3K+ 15.75% |
$287K - $309K
|
9.56K
$3.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.3K+ 1.06% |
$286K - $308K
|
124K
$43.8M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 68.22% |
$286K - $307K
|
3.19K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.29K+ 1.35% |
$286K - $307K
|
97.3K
$34.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.29KNew |
$284K - $305K
|
1.29K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 7.74% |
$283K - $304K
|
17.8K
$6.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.28K+ 6.21% |
$282K - $303K
|
21.9K
$7.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.27K+ 8.12% |
$281K - $302K
|
16.9K
$5.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.27KNew |
$280K - $300K
|
1.27K
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.26KNew |
$278K - $298K
|
1.26K
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.25K+ 4.09% |
$277K - $298K
|
31.9K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.25K+ 3.21% |
$277K - $297K
|
40.3K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.24K+ 10.17% |
$274K - $294K
|
13.4K
$4.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.23K+ 5.22% |
$273K - $293K
|
24.9K
$8.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.23K+ 1.85% |
$271K - $291K
|
67.6K
$23.9M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.23KNew |
$271K - $291K
|
1.23K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.22K+ 37.49% |
$269K - $289K
|
4.46K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2KNew |
$265K - $285K
|
1.2K
$425K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.2KNew |
$265K - $285K
|
1.2K
$425K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 39.58% |
$265K - $285K
|
4.23K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.19K+ 4.95% |
$264K - $284K
|
25.3K
$8.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.19KNew |
$262K - $281K
|
1.19K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.18K+ 0.35% |
$261K - $281K
|
342K
$121M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.17KNew |
$259K - $279K
|
1.17K
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.17K+ 3.58% |
$259K - $279K
|
34K
$12M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.17K+ 22.67% |
$258K - $277K
|
6.31K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 7.3% |
$257K - $277K
|
17.1K
$6.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.15K+ 10.38% |
$254K - $273K
|
12.2K
$4.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 2.03% |
$253K - $271K
|
57.5K
$20.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.14K+ 48.94% |
$251K - $270K
|
3.45K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
1.13KNew |
$250K - $269K
|
1.13K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.13K+ 4.41% |
$249K - $268K
|
26.7K
$9.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.12K+ 35.37% |
$248K - $267K
|
4.3K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.1K+ 6.15% |
$244K - $262K
|
19K
$6.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.1K+ 19.75% |
$243K - $261K
|
6.68K
$2.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.1KNew |
$243K - $261K
|
1.1K
$389K
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.1KNew |
$242K - $261K
|
1.1K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.09K+ 17.66% |
$241K - $259K
|
7.26K
$2.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.09K+ 17.75% |
$241K - $259K
|
7.23K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.08KNew |
$240K - $257K
|
1.08K
$384K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.08K+ 0.52% |
$239K - $257K
|
210K
$74.2M
|