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
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
144+ 5.62% |
$31.8K - $34.2K
|
2.71K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
142+ 3.2% |
$31.4K - $33.7K
|
4.58K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
141+ 0.86% |
$31.2K - $33.5K
|
16.5K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
141+ 1.21% |
$31.2K - $33.5K
|
11.8K
$3.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
140+ 1.07% |
$30.9K - $33.2K
|
13.2K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 1.48% |
$30.9K - $33.2K
|
9.62K
$2.98M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
140+ 5.14% |
$30.9K - $33.2K
|
2.86K
$887K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
139+ 7.45% |
$30.7K - $33K
|
2K
$621K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
138+ 2.37% |
$30.5K - $32.8K
|
5.96K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
137+ 3.92% |
$30.3K - $32.5K
|
3.63K
$1.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
136+ 11.85% |
$30.1K - $32.3K
|
1.28K
$398K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
136+ 3.43% |
$30.1K - $32.3K
|
4.1K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
135+ 0.92% |
$29.8K - $32.1K
|
14.8K
$4.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
135+ 0.37% |
$29.8K - $32.1K
|
36.1K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
133+ 1.77% |
$29.4K - $31.6K
|
7.66K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 0.36% |
$29.4K - $31.6K
|
36.9K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
132+ 5.99% |
$29.2K - $31.3K
|
2.34K
$724K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
131+ 7.22% |
$29K - $31.1K
|
1.95K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
131+ 2.28% |
$29K - $31.1K
|
5.88K
$1.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
130+ 7.08% |
$28.7K - $30.9K
|
1.97K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
130+ 2.02% |
$28.7K - $30.9K
|
6.55K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
128+ 1.31% |
$28.3K - $30.4K
|
9.9K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
128New |
$28.3K - $30.4K
|
128
$39.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
126+ 1.22% |
$27.8K - $29.9K
|
10.4K
$3.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
126+ 2.64% |
$27.8K - $29.9K
|
4.9K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
126+ 1.47% |
$27.8K - $29.9K
|
8.69K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
123+ 0.34% |
$27.2K - $29.2K
|
36.2K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
122+ 6.17% |
$27K - $29K
|
2.1K
$651K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
122+ 1.88% |
$27K - $29K
|
6.6K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
121+ 9.57% |
$26.7K - $28.7K
|
1.39K
$429K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
120+ 3.31% |
$26.5K - $28.5K
|
3.74K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
120+ 2.68% |
$26.5K - $28.5K
|
4.6K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 0.57% |
$26.5K - $28.5K
|
21K
$6.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
120+ 24.95% |
$26.5K - $28.5K
|
601
$186K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
120+ 14.76% |
$26.5K - $28.5K
|
933
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
120+ 8.89% |
$26.5K - $28.5K
|
1.47K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
119+ 1.44% |
$26.3K - $28.3K
|
8.41K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117+ 0.26% |
$25.9K - $27.8K
|
44.4K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
117+ 2.98% |
$25.9K - $27.8K
|
4.04K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
117+ 0.72% |
$25.9K - $27.8K
|
16.3K
$5.06M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
117+ 4.39% |
$25.9K - $27.8K
|
2.78K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
116+ 4.28% |
$25.6K - $27.5K
|
2.83K
$876K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
115+ 0.15% |
$25.4K - $27.3K
|
76.5K
$23.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
115+ 0.2% |
$25.4K - $27.3K
|
57.7K
$17.9M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
115+ 0.2% |
$25.4K - $27.3K
|
57.7K
$17.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
114+ 2.39% |
$25.2K - $27.1K
|
4.89K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
113+ 7.4% |
$25K - $26.8K
|
1.64K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
112+ 0.1% |
$24.8K - $26.6K
|
116K
$35.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
110+ 1.29% |
$24.3K - $26.1K
|
8.62K
$2.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
110+ 0.71% |
$24.3K - $26.1K
|
15.7K
$4.86M
|