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 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
496+ 5.35% |
$110K - $118K
|
9.77K
$3.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
493+ 2.7% |
$109K - $117K
|
18.8K
$5.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
493+ 3.08% |
$109K - $117K
|
16.5K
$5.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
486+ 6.23% |
$107K - $115K
|
8.28K
$2.57M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
485+ 14.3% |
$107K - $115K
|
3.88K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
482+ 11.37% |
$107K - $114K
|
4.72K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
482+ 89.59% |
$107K - $114K
|
1.02K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
481+ 46.52% |
$106K - $114K
|
1.52K
$470K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
479+ 1.58% |
$106K - $114K
|
30.7K
$9.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
479+ 7.72% |
$106K - $114K
|
6.68K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
476+ 2.74% |
$105K - $113K
|
17.9K
$5.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
475+ 2.79% |
$105K - $113K
|
17.5K
$5.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
475+ 2.48% |
$105K - $113K
|
19.6K
$6.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
474+ 0.62% |
$105K - $113K
|
77.5K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
474+ 31.2% |
$105K - $113K
|
1.99K
$618K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
472+ 23.06% |
$104K - $112K
|
2.52K
$781K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
470+ 4.6% |
$104K - $112K
|
10.7K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
470+ 7.27% |
$104K - $112K
|
6.93K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
469+ 0.67% |
$104K - $111K
|
70.2K
$21.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
467+ 3.54% |
$103K - $111K
|
13.7K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
466+ 5.69% |
$103K - $111K
|
8.65K
$2.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
465+ 15.28% |
$103K - $110K
|
3.51K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
462+ 1.38% |
$102K - $110K
|
33.8K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
461+ 1.6% |
$102K - $109K
|
29.4K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
461+ 1.67% |
$102K - $109K
|
28K
$8.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
457+ 1.88% |
$101K - $109K
|
24.7K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
457+ 3.59% |
$101K - $109K
|
13.2K
$4.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
456+ 6.95% |
$101K - $108K
|
7.02K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
456+ 15.3% |
$101K - $108K
|
3.44K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
449+ 0.96% |
$99.2K - $107K
|
47.4K
$14.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
444+ 3.84% |
$98.1K - $105K
|
12K
$3.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
438+ 0.83% |
$96.8K - $104K
|
53.3K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
438+ 22.3% |
$96.8K - $104K
|
2.4K
$744K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
437+ 1.81% |
$96.6K - $104K
|
24.5K
$7.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
434+ 30.16% |
$95.9K - $103K
|
1.87K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Bishop Rock Capital, L.P.
New York, NY |
BUY
|
- |
431+ 2.01% |
$95.3K - $102K
|
21.8K
$6.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
430New |
$95K - $102K
|
430
$133K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
429+ 3.85% |
$94.8K - $102K
|
11.6K
$3.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
426+ 25.83% |
$94.2K - $101K
|
2.08K
$643K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
424+ 25.96% |
$93.7K - $101K
|
2.06K
$638K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
423+ 2.5% |
$93.5K - $100K
|
17.3K
$5.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
421+ 6.71% |
$93.1K - $100K
|
6.69K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
421+ 14.54% |
$93.1K - $100K
|
3.32K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
418+ 1.57% |
$92.4K - $99.3K
|
27K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
414+ 1.65% |
$91.5K - $98.3K
|
25.6K
$7.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
413+ 2.1% |
$91.3K - $98.1K
|
20.1K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
410New |
$90.6K - $97.4K
|
410
$127K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
405+ 3.07% |
$89.5K - $96.2K
|
13.6K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400+ 35.3% |
$88.4K - $95K
|
1.53K
$475K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
399+ 11.15% |
$88.2K - $94.8K
|
3.98K
$1.23M
|