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 14, 2023
Q2 2023
|
Bishop Rock Capital, L.P.
New York, NY |
BUY
|
- |
431+ 2.01% |
$95.3K - $102K
|
21.8K
$7.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
430New |
$95K - $102K
|
430
$154K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
429+ 3.85% |
$94.8K - $102K
|
11.6K
$4.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
426+ 25.83% |
$94.2K - $101K
|
2.08K
$745K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
424+ 25.96% |
$93.7K - $101K
|
2.06K
$738K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
423+ 2.5% |
$93.5K - $100K
|
17.3K
$6.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
421+ 6.71% |
$93.1K - $100K
|
6.69K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
421+ 14.54% |
$93.1K - $100K
|
3.32K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
418+ 1.57% |
$92.4K - $99.3K
|
27K
$9.68M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
414+ 1.65% |
$91.5K - $98.3K
|
25.6K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
413+ 2.1% |
$91.3K - $98.1K
|
20.1K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
410New |
$90.6K - $97.4K
|
410
$147K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
405+ 3.07% |
$89.5K - $96.2K
|
13.6K
$4.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400+ 35.3% |
$88.4K - $95K
|
1.53K
$550K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
399+ 11.15% |
$88.2K - $94.8K
|
3.98K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
399+ 5.91% |
$88.2K - $94.8K
|
7.15K
$2.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
398+ 0.7% |
$88K - $94.5K
|
57.4K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
396+ 0.52% |
$87.5K - $94K
|
76.3K
$27.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
392+ 3.18% |
$86.6K - $93.1K
|
12.7K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
392+ 5.21% |
$86.6K - $93.1K
|
7.92K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
388+ 21.72% |
$85.8K - $92.1K
|
2.17K
$780K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
383+ 7.66% |
$84.7K - $91K
|
5.38K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
382New |
$84.4K - $90.7K
|
382
$137K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
380+ 5.04% |
$84K - $90.2K
|
7.91K
$2.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
379+ 2.63% |
$83.8K - $90K
|
14.8K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
377+ 28.28% |
$83.3K - $89.5K
|
1.71K
$614K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
375+ 1630.43% |
$82.9K - $89.1K
|
398
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
375+ 27.68% |
$82.9K - $89.1K
|
1.73K
$621K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
368+ 7.62% |
$81.3K - $87.4K
|
5.2K
$1.86M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
368+ 9.2% |
$81.3K - $87.4K
|
4.37K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
364+ 6.18% |
$80.5K - $86.4K
|
6.25K
$2.24M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
363New |
$80.2K - $86.2K
|
363
$130K
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
362+ 1.64% |
$80K - $86K
|
22.4K
$8.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
360+ 1.71% |
$79.6K - $85.5K
|
21.4K
$7.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
358+ 2.07% |
$79.1K - $85K
|
17.7K
$6.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
352+ 8.17% |
$77.8K - $83.6K
|
4.66K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
352+ 1.87% |
$77.8K - $83.6K
|
19.2K
$6.89M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
350+ 25.0% |
$77.4K - $83.1K
|
1.75K
$628K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
349+ 25.62% |
$77.1K - $82.9K
|
1.71K
$614K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
345+ 8.99% |
$76.3K - $81.9K
|
4.18K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
338+ 7.95% |
$74.7K - $80.3K
|
4.59K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
336+ 9.4% |
$74.3K - $79.8K
|
3.91K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
334+ 3.66% |
$73.8K - $79.3K
|
9.45K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
333+ 3.92% |
$73.6K - $79.1K
|
8.82K
$3.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
330+ 0.04% |
$72.9K - $78.4K
|
798K
$286M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
328+ 21.26% |
$72.5K - $77.9K
|
1.87K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
328+ 20.67% |
$72.5K - $77.9K
|
1.92K
$687K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
325+ 27.9% |
$71.8K - $77.2K
|
1.49K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
325New |
$71.8K - $77.2K
|
325
$117K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
325+ 4.22% |
$71.8K - $77.2K
|
8.02K
$2.88M
|