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
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 1.07% |
$133K - $142K
|
56.8K
$17.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
591+ 58.4% |
$131K - $140K
|
1.6K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
590New |
$130K - $140K
|
590
$183K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
589+ 2.75% |
$130K - $140K
|
22K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
588+ 0.99% |
$130K - $140K
|
59.7K
$18.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
579+ 0.17% |
$128K - $138K
|
339K
$105M
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
576+ 0.81% |
$127K - $137K
|
71.5K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
576+ 54.65% |
$127K - $137K
|
1.63K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
575+ 1.95% |
$127K - $137K
|
30K
$9.31M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
575+ 3026.32% |
$127K - $137K
|
594
$184K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
570+ 2.97% |
$126K - $135K
|
19.8K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
563New |
$124K - $134K
|
563
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
562+ 0.65% |
$124K - $133K
|
86.5K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
561+ 2.26% |
$124K - $133K
|
25.4K
$7.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
560New |
$124K - $133K
|
560
$174K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
559+ 3.44% |
$124K - $133K
|
16.8K
$5.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
557+ 189.46% |
$123K - $132K
|
851
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
556+ 15.19% |
$123K - $132K
|
4.22K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
555+ 7.66% |
$123K - $132K
|
7.8K
$2.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
550+ 17.13% |
$122K - $131K
|
3.76K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
549+ 9.0% |
$121K - $130K
|
6.65K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
549+ 48.12% |
$121K - $130K
|
1.69K
$524K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
548+ 9.65% |
$121K - $130K
|
6.23K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
548+ 29.77% |
$121K - $130K
|
2.39K
$740K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
546+ 2.03% |
$121K - $130K
|
27.4K
$8.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
543+ 0.43% |
$120K - $129K
|
128K
$39.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
542+ 5.37% |
$120K - $129K
|
10.6K
$3.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
542+ 16.12% |
$120K - $129K
|
3.9K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
540+ 35.39% |
$119K - $128K
|
2.07K
$640K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
537+ 2.23% |
$119K - $128K
|
24.6K
$7.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
529+ 11.77% |
$117K - $126K
|
5.02K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
526+ 1.39% |
$116K - $125K
|
38.4K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
525+ 262.5% |
$116K - $125K
|
725
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
525+ 1.69% |
$116K - $125K
|
31.7K
$9.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 1.54% |
$116K - $125K
|
34.7K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 410.16% |
$116K - $125K
|
653
$202K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
521+ 0.23% |
$115K - $124K
|
223K
$69M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
521+ 2.91% |
$115K - $124K
|
18.4K
$5.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
519+ 0.98% |
$115K - $123K
|
53.2K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
519+ 6.61% |
$115K - $123K
|
8.37K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
517+ 22.81% |
$114K - $123K
|
2.78K
$863K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
514+ 15.27% |
$114K - $122K
|
3.88K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
513+ 18.35% |
$113K - $122K
|
3.31K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
511+ 4.21% |
$113K - $121K
|
12.6K
$3.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
511+ 13.8% |
$113K - $121K
|
4.21K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
509+ 2.27% |
$113K - $121K
|
22.9K
$7.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
507+ 48.01% |
$112K - $120K
|
1.56K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
500+ 7.35% |
$111K - $119K
|
7.3K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 14.08% |
$111K - $119K
|
4.05K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
499+ 17.48% |
$110K - $119K
|
3.35K
$1.04M
|