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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
267+ 0.48% |
$59K - $63.4K
|
56.4K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
264+ 20.23% |
$58.4K - $62.7K
|
1.57K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
264+ 3.65% |
$58.4K - $62.7K
|
7.49K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
264+ 29.43% |
$58.4K - $62.7K
|
1.16K
$360K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
262+ 10.02% |
$57.9K - $62.2K
|
2.88K
$891K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
262+ 8.62% |
$57.9K - $62.2K
|
3.3K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
261+ 4.75% |
$57.7K - $62K
|
5.75K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
261+ 1.31% |
$57.7K - $62K
|
20.2K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
260+ 5.05% |
$57.5K - $61.7K
|
5.41K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
259+ 1.29% |
$57.2K - $61.5K
|
20.4K
$6.33M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
258+ 1.38% |
$57K - $61.3K
|
19K
$5.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
257+ 4.72% |
$56.8K - $61K
|
5.7K
$1.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
256+ 2.69% |
$56.6K - $60.8K
|
9.78K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
256+ 0.15% |
$56.6K - $60.8K
|
166K
$51.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
253+ 0.61% |
$55.9K - $60.1K
|
41.6K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
253+ 3.53% |
$55.9K - $60.1K
|
7.43K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
253+ 1.27% |
$55.9K - $60.1K
|
20.2K
$6.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
253+ 0.25% |
$55.9K - $60.1K
|
100K
$31.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
252+ 4.42% |
$55.7K - $59.8K
|
5.96K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 7.42% |
$55.3K - $59.4K
|
3.62K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
249+ 0.52% |
$55K - $59.1K
|
48.3K
$15M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
248+ 13.63% |
$54.8K - $58.9K
|
2.07K
$641K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
247+ 5.14% |
$54.6K - $58.7K
|
5.05K
$1.57M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
247+ 0.84% |
$54.6K - $58.7K
|
29.5K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
245+ 23.44% |
$54.2K - $58.2K
|
1.29K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
244+ 0.9% |
$53.9K - $57.9K
|
27.3K
$8.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
244+ 1.29% |
$53.9K - $57.9K
|
19.2K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
244+ 6.03% |
$53.9K - $57.9K
|
4.29K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
243+ 9.32% |
$53.7K - $57.7K
|
2.85K
$883K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
243+ 3.44% |
$53.7K - $57.7K
|
7.3K
$2.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
242+ 27.28% |
$53.5K - $57.5K
|
1.13K
$350K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
242+ 2.71% |
$53.5K - $57.5K
|
9.19K
$2.85M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
239+ 2.26% |
$52.8K - $56.8K
|
10.8K
$3.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
BUY
|
- |
236+ 34.2% |
$52.2K - $56K
|
926
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
235+ 1.66% |
$51.9K - $55.8K
|
14.4K
$4.46M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
235+ 5.17% |
$51.9K - $55.8K
|
4.78K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
235+ 4.26% |
$51.9K - $55.8K
|
5.75K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
233+ 1.38% |
$51.5K - $55.3K
|
17.1K
$5.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
232+ 3.47% |
$51.3K - $55.1K
|
6.92K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
232+ 24.79% |
$51.3K - $55.1K
|
1.17K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
231+ 3.27% |
$51.1K - $54.9K
|
7.29K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
230+ 7.07% |
$50.8K - $54.6K
|
3.49K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
230+ 23.71% |
$50.8K - $54.6K
|
1.2K
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
230+ 1.57% |
$50.8K - $54.6K
|
14.9K
$4.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.12% |
$50.8K - $54.6K
|
20.8K
$6.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
229+ 1.99% |
$50.6K - $54.4K
|
11.7K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
228+ 7.12% |
$50.4K - $54.1K
|
3.43K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
228+ 1.0% |
$50.4K - $54.1K
|
23.1K
$7.15M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
225+ 1.25% |
$49.7K - $53.4K
|
18.2K
$5.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
224+ 6.95% |
$49.5K - $53.2K
|
3.45K
$1.07M
|