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
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
308+ 15.97% |
$68.1K - $73.1K
|
2.24K
$693K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
305+ 50.08% |
$67.4K - $72.4K
|
914
$283K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
305+ 0.77% |
$67.4K - $72.4K
|
40K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
305+ 30.65% |
$67.4K - $72.4K
|
1.3K
$403K
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
304+ 1.79% |
$67.2K - $72.2K
|
17.3K
$5.36M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
303+ 5.64% |
$67K - $72K
|
5.67K
$1.76M
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
303+ 12.89% |
$67K - $72K
|
2.65K
$823K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
302+ 10.01% |
$66.8K - $71.7K
|
3.32K
$1.03M
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
301+ 1.98% |
$66.5K - $71.5K
|
15.5K
$4.81M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
300+ 19.43% |
$66.3K - $71.2K
|
1.84K
$571K
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
300+ 1.48% |
$66.3K - $71.2K
|
20.6K
$6.39M
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
296+ 14.0% |
$65.4K - $70.3K
|
2.41K
$747K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
293+ 2.97% |
$64.8K - $69.6K
|
10.2K
$3.15M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
292+ 9.61% |
$64.5K - $69.3K
|
3.33K
$1.03M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
292+ 2.27% |
$64.5K - $69.3K
|
13.2K
$4.08M
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
291+ 0.25% |
$64.3K - $69.1K
|
117K
$36.4M
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
291+ 9.53% |
$64.3K - $69.1K
|
3.34K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
291+ 3.87% |
$64.3K - $69.1K
|
7.81K
$2.42M
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
290+ 6.52% |
$64.1K - $68.9K
|
4.74K
$1.47M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
290+ 8.03% |
$64.1K - $68.9K
|
3.9K
$1.21M
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
290+ 0.15% |
$64.1K - $68.9K
|
193K
$59.7M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
289+ 1.92% |
$63.9K - $68.6K
|
15.3K
$4.74M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
287+ 3.16% |
$63.4K - $68.2K
|
9.38K
$2.91M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
287+ 0.16% |
$63.4K - $68.2K
|
183K
$56.7M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
287+ 2.14% |
$63.4K - $68.2K
|
13.7K
$4.25M
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
283+ 3.82% |
$62.6K - $67.2K
|
7.69K
$2.38M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
283+ 3.08% |
$62.6K - $67.2K
|
9.47K
$2.93M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
283+ 0.69% |
$62.6K - $67.2K
|
41.1K
$12.7M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
282+ 7.31% |
$62.3K - $67K
|
4.14K
$1.28M
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
280+ 26.12% |
$61.9K - $66.5K
|
1.35K
$419K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
279+ 0.6% |
$61.7K - $66.3K
|
46.8K
$14.5M
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
278+ 3.61% |
$61.4K - $66K
|
7.97K
$2.47M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
278+ 2.84% |
$61.4K - $66K
|
10.1K
$3.12M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
277+ 4.68% |
$61.2K - $65.8K
|
6.19K
$1.92M
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
276+ 21.99% |
$61K - $65.5K
|
1.53K
$474K
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
275+ 152.78% |
$60.8K - $65.3K
|
455
$141K
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.78% |
$60.6K - $65.1K
|
10.1K
$3.14M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
273+ 7.03% |
$60.3K - $64.8K
|
4.16K
$1.29M
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
273+ 0.36% |
$60.3K - $64.8K
|
76.9K
$23.8M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
273+ 11.64% |
$60.3K - $64.8K
|
2.62K
$811K
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
272+ 6.42% |
$60.1K - $64.6K
|
4.51K
$1.4M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
272+ 1.12% |
$60.1K - $64.6K
|
24.5K
$7.61M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
271New |
$59.9K - $64.4K
|
271
$84K
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
270+ 1.27% |
$59.7K - $64.1K
|
21.5K
$6.67M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
270+ 0.47% |
$59.7K - $64.1K
|
58.1K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
270+ 3.08% |
$59.7K - $64.1K
|
9.02K
$2.8M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
269+ 3.05% |
$59.5K - $63.9K
|
9.1K
$2.82M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
268+ 2.22% |
$59.2K - $63.6K
|
12.3K
$3.82M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
268+ 2.24% |
$59.2K - $63.6K
|
12.2K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
268+ 1.81% |
$59.2K - $63.6K
|
15.1K
$4.68M
|