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 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
176+ 61.75% |
$38.9K - $41.8K
|
461
$143K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
176+ 0.37% |
$38.9K - $41.8K
|
47.8K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
176+ 0.76% |
$38.9K - $41.8K
|
23.5K
$7.28M
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
174+ 2.95% |
$38.5K - $41.3K
|
6.07K
$1.88M
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
173+ 3.62% |
$38.2K - $41.1K
|
4.96K
$1.54M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
172+ 1.43% |
$38K - $40.8K
|
12.2K
$3.77M
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
172+ 1.39% |
$38K - $40.8K
|
12.6K
$3.9M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
171+ 2.2% |
$37.8K - $40.6K
|
7.96K
$2.47M
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
171+ 7.42% |
$37.8K - $40.6K
|
2.48K
$767K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
170+ 9.49% |
$37.6K - $40.4K
|
1.96K
$608K
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
170+ 4.04% |
$37.6K - $40.4K
|
4.38K
$1.36M
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
169+ 10.59% |
$37.4K - $40.1K
|
1.77K
$547K
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
169+ 1.88% |
$37.4K - $40.1K
|
9.18K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
168+ 4.48% |
$37.1K - $39.9K
|
3.92K
$1.21M
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
166+ 13.22% |
$36.7K - $39.4K
|
1.42K
$441K
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
166+ 1.36% |
$36.7K - $39.4K
|
12.4K
$3.84M
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
166+ 4.87% |
$36.7K - $39.4K
|
3.57K
$1.11M
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
166+ 4.26% |
$36.7K - $39.4K
|
4.06K
$1.26M
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
165+ 11.23% |
$36.5K - $39.2K
|
1.63K
$506K
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
165+ 0.72% |
$36.5K - $39.2K
|
23.1K
$7.15M
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
165+ 0.92% |
$36.5K - $39.2K
|
18.1K
$5.62M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
164+ 3.91% |
$36.2K - $38.9K
|
4.36K
$1.35M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
162+ 10.66% |
$35.8K - $38.5K
|
1.68K
$521K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
162+ 1.09% |
$35.8K - $38.5K
|
15.1K
$4.67M
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
161+ 0.84% |
$35.6K - $38.2K
|
19.3K
$5.99M
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
160+ 0.76% |
$35.4K - $38K
|
21.3K
$6.59M
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
160+ 8.22% |
$35.4K - $38K
|
2.11K
$653K
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
160+ 4.31% |
$35.4K - $38K
|
3.87K
$1.2M
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
159+ 0.59% |
$35.1K - $37.8K
|
27K
$8.35M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
158+ 5.88% |
$34.9K - $37.5K
|
2.85K
$882K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
155+ 0.08% |
$34.3K - $36.8K
|
192K
$59.4M
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
155+ 5.01% |
$34.3K - $36.8K
|
3.25K
$1.01M
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
BUY
|
- |
155+ 0.26% |
$34.3K - $36.8K
|
60.2K
$18.7M
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
155+ 2.84% |
$34.3K - $36.8K
|
5.61K
$1.74M
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
155+ 0.54% |
$34.3K - $36.8K
|
28.8K
$8.92M
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
154+ 5.36% |
$34K - $36.6K
|
3.03K
$939K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
153+ 13.54% |
$33.8K - $36.3K
|
1.28K
$398K
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
152+ 3.57% |
$33.6K - $36.1K
|
4.41K
$1.37M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
152+ 3.33% |
$33.6K - $36.1K
|
4.72K
$1.46M
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
151+ 8.07% |
$33.4K - $35.9K
|
2.02K
$627K
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
150+ 2.43% |
$33.2K - $35.6K
|
6.33K
$1.96M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 8.0% |
$33.2K - $35.6K
|
2.03K
$628K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
150+ 0.84% |
$33.2K - $35.6K
|
18K
$5.56M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
149+ 16.59% |
$32.9K - $35.4K
|
1.05K
$324K
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
149+ 9.44% |
$32.9K - $35.4K
|
1.73K
$536K
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
149+ 2.46% |
$32.9K - $35.4K
|
6.21K
$1.92M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
149+ 0.95% |
$32.9K - $35.4K
|
15.8K
$4.9M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
146New |
$32.3K - $34.7K
|
146
$45.2K
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
145+ 10.49% |
$32K - $34.4K
|
1.53K
$473K
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
145+ 0.94% |
$32K - $34.4K
|
15.6K
$4.84M
|