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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
110+ 0.71% |
$24.3K - $26.1K
|
15.7K
$4.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
110+ 2.21% |
$24.3K - $26.1K
|
5.09K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
110+ 2.83% |
$24.3K - $26.1K
|
4K
$1.25M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
110+ 1.29% |
$24.3K - $26.1K
|
8.62K
$2.69M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
109+ 2.53% |
$24.1K - $25.9K
|
4.42K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
109+ 0.68% |
$24.1K - $25.9K
|
16.1K
$5.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
107+ 0.75% |
$23.7K - $25.4K
|
14.5K
$4.51M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
107+ 3.12% |
$23.7K - $25.4K
|
3.54K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
106+ 1.89% |
$23.4K - $25.2K
|
5.71K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
106+ 2.61% |
$23.4K - $25.2K
|
4.17K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106+ 3.4% |
$23.4K - $25.2K
|
3.22K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 1.03% |
$23.4K - $25.2K
|
10.4K
$3.23M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 1.03% |
$23.4K - $25.2K
|
10.4K
$3.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
105+ 0.45% |
$23.2K - $24.9K
|
23.3K
$7.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
104+ 1.73% |
$23K - $24.7K
|
6.12K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
103+ 14.84% |
$22.8K - $24.5K
|
797
$249K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
103+ 1.75% |
$22.8K - $24.5K
|
5.99K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
103+ 2.55% |
$22.8K - $24.5K
|
4.14K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
101+ 0.68% |
$22.3K - $24K
|
14.9K
$4.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
100+ 1.88% |
$22.1K - $23.7K
|
5.42K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 4.02% |
$22.1K - $23.7K
|
2.59K
$807K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
100+ 6.68% |
$22.1K - $23.7K
|
1.6K
$498K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
99+ 1.17% |
$21.9K - $23.5K
|
8.57K
$2.67M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
98+ 9.8% |
$21.7K - $23.3K
|
1.1K
$342K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
98+ 2.31% |
$21.7K - $23.3K
|
4.34K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
98+ 10.93% |
$21.7K - $23.3K
|
995
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
98+ 9.42% |
$21.7K - $23.3K
|
1.14K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
97+ 3.39% |
$21.4K - $23K
|
2.96K
$923K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
96+ 3.74% |
$21.2K - $22.8K
|
2.66K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
95+ 0.86% |
$21K - $22.6K
|
11.2K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
94+ 0.63% |
$20.8K - $22.3K
|
15.1K
$4.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
93+ 3.16% |
$20.6K - $22.1K
|
3.04K
$947K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
92+ 1.56% |
$20.3K - $21.8K
|
5.99K
$1.87M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
92+ 1.56% |
$20.3K - $21.8K
|
5.99K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
91+ 6.38% |
$20.1K - $21.6K
|
1.52K
$473K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
91+ 2.8% |
$20.1K - $21.6K
|
3.35K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
91+ 2.32% |
$20.1K - $21.6K
|
4.02K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
90+ 0.31% |
$19.9K - $21.4K
|
29.6K
$9.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
89+ 0.38% |
$19.7K - $21.1K
|
23.5K
$7.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
89+ 6.97% |
$19.7K - $21.1K
|
1.37K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
89+ 2.88% |
$19.7K - $21.1K
|
3.18K
$990K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
87+ 0.59% |
$19.2K - $20.7K
|
14.8K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
87+ 1.44% |
$19.2K - $20.7K
|
6.14K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
86+ 0.37% |
$19K - $20.4K
|
23.5K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
86+ 0.85% |
$19K - $20.4K
|
10.3K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86+ 16.48% |
$19K - $20.4K
|
608
$190K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
85+ 0.42% |
$18.8K - $20.2K
|
20.4K
$6.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
83+ 2.17% |
$18.3K - $19.7K
|
3.92K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
83+ 8.59% |
$18.3K - $19.7K
|
1.05K
$327K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
83+ 2.34% |
$18.3K - $19.7K
|
3.62K
$1.13M
|