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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
890New |
$197K - $211K
|
890
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
887New |
$196K - $211K
|
887
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
887+ 15.81% |
$196K - $211K
|
6.5K
$2.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
886New |
$196K - $210K
|
886
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
BUY
|
- |
881+ 12.12% |
$195K - $209K
|
8.15K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
880+ 0.05% |
$195K - $209K
|
1.84M
$575M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
878+ 182.54% |
$194K - $209K
|
1.36K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
876+ 19.05% |
$194K - $208K
|
5.48K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
871New |
$193K - $207K
|
871
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
868New |
$192K - $206K
|
868
$271K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
868+ 10.6% |
$192K - $206K
|
9.05K
$2.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
865+ 2.75% |
$191K - $205K
|
32.4K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
865New |
$191K - $205K
|
865
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
864+ 10.5% |
$191K - $205K
|
9.09K
$2.84M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
863New |
$191K - $205K
|
863
$269K
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
862New |
$191K - $205K
|
862
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
859New |
$190K - $204K
|
859
$268K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
857New |
$189K - $204K
|
857
$267K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
853+ 16.76% |
$189K - $203K
|
5.94K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
853New |
$189K - $203K
|
853
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
852New |
$188K - $202K
|
852
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
851+ 29.87% |
$188K - $202K
|
3.7K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
850New |
$188K - $202K
|
850
$265K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
850New |
$188K - $202K
|
850
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
848+ 26.78% |
$187K - $201K
|
4.01K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
844New |
$187K - $200K
|
844
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
840+ 884.21% |
$186K - $199K
|
935
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
827+ 22.94% |
$183K - $196K
|
4.43K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
824+ 1.47% |
$182K - $196K
|
57K
$17.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
823+ 66.05% |
$182K - $195K
|
2.07K
$645K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
808+ 4.01% |
$179K - $192K
|
21K
$6.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
807+ 1.47% |
$178K - $192K
|
55.7K
$17.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
803+ 21.29% |
$177K - $191K
|
4.57K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
799+ 6.26% |
$177K - $190K
|
13.6K
$4.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
795+ 2.23% |
$176K - $189K
|
36.4K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
783+ 0.34% |
$173K - $186K
|
232K
$72.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
779+ 11.22% |
$172K - $185K
|
7.73K
$2.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
774+ 1.97% |
$171K - $184K
|
40K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
773+ 1.31% |
$171K - $184K
|
59.9K
$18.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
771+ 2.59% |
$170K - $183K
|
30.5K
$9.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
769+ 4.86% |
$170K - $183K
|
16.6K
$5.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
766+ 0.87% |
$169K - $182K
|
88.7K
$27.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
764+ 10.33% |
$169K - $181K
|
8.16K
$2.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
763+ 52.33% |
$169K - $181K
|
2.22K
$693K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
762+ 3.34% |
$168K - $181K
|
23.6K
$7.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
758+ 0.59% |
$168K - $180K
|
129K
$40.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
754+ 0.63% |
$167K - $179K
|
121K
$37.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
751+ 5.05% |
$166K - $178K
|
15.6K
$4.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
747+ 4.15% |
$165K - $177K
|
18.7K
$5.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
745+ 13.14% |
$165K - $177K
|
6.41K
$2M
|