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 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
521+ 2.91% |
$115K - $124K
|
18.4K
$6.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
519+ 0.98% |
$115K - $123K
|
53.2K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
519+ 6.61% |
$115K - $123K
|
8.37K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
517+ 22.81% |
$114K - $123K
|
2.78K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
514+ 15.27% |
$114K - $122K
|
3.88K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
513+ 18.35% |
$113K - $122K
|
3.31K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
511+ 4.21% |
$113K - $121K
|
12.6K
$4.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
511+ 13.8% |
$113K - $121K
|
4.21K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
509+ 2.27% |
$113K - $121K
|
22.9K
$8.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
507+ 48.01% |
$112K - $120K
|
1.56K
$561K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
507+ 15.34% |
$112K - $120K
|
3.81K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
500+ 7.35% |
$111K - $119K
|
7.3K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 14.08% |
$111K - $119K
|
4.05K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
499+ 17.48% |
$110K - $119K
|
3.35K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
496+ 5.35% |
$110K - $118K
|
9.77K
$3.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
493+ 2.7% |
$109K - $117K
|
18.8K
$6.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
493+ 3.08% |
$109K - $117K
|
16.5K
$5.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
486+ 6.23% |
$107K - $115K
|
8.28K
$2.97M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
485+ 14.3% |
$107K - $115K
|
3.88K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
482+ 11.37% |
$107K - $114K
|
4.72K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
482+ 89.59% |
$107K - $114K
|
1.02K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
481+ 46.52% |
$106K - $114K
|
1.52K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
479+ 1.58% |
$106K - $114K
|
30.7K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
479+ 7.72% |
$106K - $114K
|
6.68K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
476+ 2.74% |
$105K - $113K
|
17.9K
$6.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
475+ 2.79% |
$105K - $113K
|
17.5K
$6.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
475+ 2.48% |
$105K - $113K
|
19.6K
$7.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
474+ 0.62% |
$105K - $113K
|
77.5K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
474+ 31.2% |
$105K - $113K
|
1.99K
$715K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
472+ 23.06% |
$104K - $112K
|
2.52K
$904K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
470+ 4.6% |
$104K - $112K
|
10.7K
$3.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
470+ 7.27% |
$104K - $112K
|
6.93K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
469+ 0.67% |
$104K - $111K
|
70.2K
$25.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
467+ 3.54% |
$103K - $111K
|
13.7K
$4.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
466+ 5.69% |
$103K - $111K
|
8.65K
$3.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
465+ 15.28% |
$103K - $110K
|
3.51K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
462+ 1.38% |
$102K - $110K
|
33.8K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
461+ 1.6% |
$102K - $109K
|
29.4K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
461+ 1.67% |
$102K - $109K
|
28K
$10M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
457+ 1.88% |
$101K - $109K
|
24.7K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
457+ 3.59% |
$101K - $109K
|
13.2K
$4.74M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
456+ 6.95% |
$101K - $108K
|
7.02K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
456+ 15.3% |
$101K - $108K
|
3.44K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
449+ 0.96% |
$99.2K - $107K
|
47.4K
$17M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
444+ 3.84% |
$98.1K - $105K
|
12K
$4.3M
|
|
|
Feb 12, 2025
Q2 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
441+ 141.8% |
$97.5K - $105K
|
752
$270K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
438+ 0.83% |
$96.8K - $104K
|
53.3K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
438+ 22.3% |
$96.8K - $104K
|
2.4K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
437+ 1.81% |
$96.6K - $104K
|
24.5K
$8.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
434+ 30.16% |
$95.9K - $103K
|
1.87K
$672K
|