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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
743+ 6.85% |
$164K - $176K
|
11.6K
$3.61M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
739+ 6.0% |
$163K - $175K
|
13.1K
$4.07M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
738+ 57.88% |
$163K - $175K
|
2.01K
$628K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
734+ 4.65% |
$162K - $174K
|
16.5K
$5.15M
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
734+ 13.05% |
$162K - $174K
|
6.36K
$1.98M
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
734+ 14.02% |
$162K - $174K
|
5.97K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
731+ 1.31% |
$162K - $174K
|
56.6K
$17.7M
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
729+ 11.42% |
$161K - $173K
|
7.11K
$2.22M
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
716+ 0.71% |
$158K - $170K
|
101K
$31.5M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
713+ 1.43% |
$158K - $169K
|
50.6K
$15.8M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
711+ 1.98% |
$157K - $169K
|
36.6K
$11.4M
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
711+ 1.4% |
$157K - $169K
|
51.6K
$16.1M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
704+ 4.03% |
$156K - $167K
|
18.2K
$5.67M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
702New |
$155K - $167K
|
702
$219K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
700+ 2.91% |
$155K - $166K
|
24.7K
$7.72M
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
695+ 17.62% |
$154K - $165K
|
4.64K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
695+ 17.25% |
$154K - $165K
|
4.73K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
689+ 4.59% |
$152K - $164K
|
15.7K
$4.9M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
686New |
$152K - $163K
|
686
$214K
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
684+ 18.63% |
$151K - $162K
|
4.36K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
681+ 1.11% |
$151K - $162K
|
62.3K
$19.4M
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
677+ 4.25% |
$150K - $161K
|
16.6K
$5.18M
|
|
Aug 11, 2023
Q2 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
675+ 1.68% |
$149K - $160K
|
41K
$12.8M
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
669+ 27.14% |
$148K - $159K
|
3.13K
$977K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
663+ 2.25% |
$147K - $157K
|
30.1K
$9.39M
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
660+ 12.91% |
$146K - $157K
|
5.77K
$1.8M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
652+ 6.62% |
$144K - $155K
|
10.5K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
652+ 0.58% |
$144K - $155K
|
113K
$35.1M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
651+ 1.86% |
$144K - $155K
|
35.7K
$11.1M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
650+ 3.78% |
$144K - $154K
|
17.9K
$5.57M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
650+ 2.56% |
$144K - $154K
|
26K
$8.12M
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
649+ 100.62% |
$143K - $154K
|
1.29K
$403K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
645+ 11.04% |
$143K - $153K
|
6.49K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
645+ 6.5% |
$143K - $153K
|
10.6K
$3.29M
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
639+ 3.49% |
$141K - $152K
|
19K
$5.91M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
637+ 7.63% |
$141K - $151K
|
8.99K
$2.8M
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
635+ 0.55% |
$140K - $151K
|
116K
$36.2M
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
635+ 0.22% |
$140K - $151K
|
286K
$89M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
632+ 3.0% |
$140K - $150K
|
21.7K
$6.76M
|
|
Aug 14, 2023
Q2 2023
|
Union Investments & Development Ltd.
|
BUY
|
- |
625New |
$138K - $148K
|
625
$195K
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
618+ 63.38% |
$137K - $147K
|
1.59K
$497K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
618+ 20.59% |
$137K - $147K
|
3.62K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
617+ 4.06% |
$136K - $147K
|
15.8K
$4.93M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
615+ 12.35% |
$136K - $146K
|
5.6K
$1.74M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
614+ 5.75% |
$136K - $146K
|
11.3K
$3.52M
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
612+ 2.53% |
$135K - $145K
|
24.8K
$7.74M
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
612+ 0.81% |
$135K - $145K
|
75.8K
$23.6M
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
612+ 4.4% |
$135K - $145K
|
14.5K
$4.52M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
605+ 1.1% |
$134K - $144K
|
55.4K
$17.3M
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
603+ 7.22% |
$133K - $143K
|
8.96K
$2.79M
|