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 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
224+ 6.95% |
$49.5K - $53.2K
|
3.45K
$1.08M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
223+ 1.74% |
$49.3K - $53K
|
13K
$4.06M
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
223+ 2.41% |
$49.3K - $53K
|
9.49K
$2.96M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
223+ 0.45% |
$49.3K - $53K
|
49.6K
$15.5M
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
222+ 0.39% |
$49.1K - $52.7K
|
57.4K
$17.9M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
222+ 0.24% |
$49.1K - $52.7K
|
92.8K
$28.9M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
221+ 22.46% |
$48.8K - $52.5K
|
1.21K
$376K
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
221+ 0.75% |
$48.8K - $52.5K
|
29.8K
$9.29M
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
221New |
$48.8K - $52.5K
|
221
$68.9K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 4.44% |
$48.6K - $52.2K
|
5.17K
$1.61M
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
216+ 5.56% |
$47.7K - $51.3K
|
4.1K
$1.28M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
216+ 0.47% |
$47.7K - $51.3K
|
45.7K
$14.2M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
214+ 12.24% |
$47.3K - $50.8K
|
1.96K
$612K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
212+ 1.82% |
$46.9K - $50.3K
|
11.9K
$3.7M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
210+ 20.73% |
$46.4K - $49.9K
|
1.22K
$381K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
208+ 1.47% |
$46K - $49.4K
|
14.4K
$4.48M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
205+ 12.5% |
$45.3K - $48.7K
|
1.85K
$575K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
203+ 3.15% |
$44.9K - $48.2K
|
6.65K
$2.07M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
202+ 6.94% |
$44.6K - $48K
|
3.11K
$971K
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
200+ 17.27% |
$44.2K - $47.5K
|
1.36K
$423K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 7.22% |
$44.2K - $47.5K
|
2.97K
$926K
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
200+ 1.15% |
$44.2K - $47.5K
|
17.6K
$5.5M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
199+ 13.99% |
$44K - $47.3K
|
1.62K
$505K
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
197+ 3.13% |
$43.5K - $46.8K
|
6.5K
$2.03M
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
196+ 1.61% |
$43.3K - $46.5K
|
12.3K
$3.85M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
196+ 144.12% |
$43.3K - $46.5K
|
332
$104K
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
195+ 10.75% |
$43.1K - $46.3K
|
2.01K
$626K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
194+ 0.29% |
$42.9K - $46.1K
|
67K
$20.9M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
193+ 0.32% |
$42.7K - $45.8K
|
59.9K
$18.7M
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
193+ 0.5% |
$42.7K - $45.8K
|
38.8K
$12.1M
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
192+ 4.86% |
$42.4K - $45.6K
|
4.14K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
190+ 8.85% |
$42K - $45.1K
|
2.34K
$729K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
190+ 33.04% |
$42K - $45.1K
|
765
$239K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
189+ 2.47% |
$41.8K - $44.9K
|
7.85K
$2.45M
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
189+ 13.1% |
$41.8K - $44.9K
|
1.63K
$509K
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
188+ 1.92% |
$41.6K - $44.6K
|
10K
$3.12M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
188+ 4.58% |
$41.6K - $44.6K
|
4.29K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
188+ 0.46% |
$41.6K - $44.6K
|
40.7K
$12.7M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
186+ 5.31% |
$41.1K - $44.2K
|
3.69K
$1.15M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
186+ 1.23% |
$41.1K - $44.2K
|
15.3K
$4.78M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
183+ 0.68% |
$40.4K - $43.5K
|
27.1K
$8.44M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
183+ 9.88% |
$40.4K - $43.5K
|
2.04K
$635K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
182+ 0.56% |
$40.2K - $43.2K
|
32.7K
$10.2M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
182+ 2.04% |
$40.2K - $43.2K
|
9.1K
$2.84M
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
182+ 30.18% |
$40.2K - $43.2K
|
785
$245K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
182+ 3.0% |
$40.2K - $43.2K
|
6.25K
$1.95M
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
180+ 3.88% |
$39.8K - $42.7K
|
4.82K
$1.5M
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
180+ 2.95% |
$39.8K - $42.7K
|
6.28K
$1.96M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
180+ 10.4% |
$39.8K - $42.7K
|
1.91K
$596K
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
177+ 5.21% |
$39.1K - $42K
|
3.57K
$1.11M
|