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 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
82+ 0.63% |
$18.1K - $19.5K
|
13.1K
$4.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
82+ 4.91% |
$18.1K - $19.5K
|
1.75K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
82+ 0.75% |
$18.1K - $19.5K
|
11K
$3.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
81+ 2.01% |
$17.9K - $19.2K
|
4.11K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
80+ 1.96% |
$17.7K - $19K
|
4.16K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
80+ 0.97% |
$17.7K - $19K
|
8.37K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
78+ 0.78% |
$17.2K - $18.5K
|
10.1K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
77+ 0.73% |
$17K - $18.3K
|
10.6K
$3.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
77+ 3.36% |
$17K - $18.3K
|
2.37K
$734K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
77+ 0.53% |
$17K - $18.3K
|
14.7K
$4.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
76+ 1.18% |
$16.8K - $18K
|
6.51K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
76+ 0.44% |
$16.8K - $18K
|
17.4K
$5.4M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
76+ 5.62% |
$16.8K - $18K
|
1.43K
$443K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
76+ 0.51% |
$16.8K - $18K
|
15K
$4.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
75+ 7.76% |
$16.6K - $17.8K
|
1.04K
$323K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
75+ 0.39% |
$16.6K - $17.8K
|
19.3K
$5.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
74+ 3.18% |
$16.4K - $17.6K
|
2.4K
$745K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
74+ 1.16% |
$16.4K - $17.6K
|
6.45K
$2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
73+ 0.99% |
$16.1K - $17.3K
|
7.45K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
73+ 0.44% |
$16.1K - $17.3K
|
16.6K
$5.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
73+ 0.94% |
$16.1K - $17.3K
|
7.86K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
72+ 0.14% |
$15.9K - $17.1K
|
51.1K
$15.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
71+ 2.13% |
$15.7K - $16.9K
|
3.4K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
71+ 6.95% |
$15.7K - $16.9K
|
1.09K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 1.59% |
$15.7K - $16.9K
|
4.53K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
71+ 0.13% |
$15.7K - $16.9K
|
55K
$17M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
70+ 0.8% |
$15.5K - $16.6K
|
8.86K
$2.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
70+ 2.01% |
$15.5K - $16.6K
|
3.55K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
70+ 13.26% |
$15.5K - $16.6K
|
598
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
70+ 9.71% |
$15.5K - $16.6K
|
791
$245K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
69+ 9.82% |
$15.3K - $16.4K
|
772
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
68+ 1.6% |
$15K - $16.1K
|
4.31K
$1.34M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
67New |
$14.8K - $15.9K
|
67
$20.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
66+ 1.18% |
$14.6K - $15.7K
|
5.64K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
66+ 0.44% |
$14.6K - $15.7K
|
15.2K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
66+ 3.73% |
$14.6K - $15.7K
|
1.84K
$569K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
65+ 0.19% |
$14.4K - $15.4K
|
34K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
65+ 0.88% |
$14.4K - $15.4K
|
7.47K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
64+ 0.28% |
$14.1K - $15.2K
|
22.8K
$7.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
64+ 4.38% |
$14.1K - $15.2K
|
1.52K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 0.18% |
$14.1K - $15.2K
|
34.7K
$10.7M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 0.18% |
$14.1K - $15.2K
|
34.7K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
63+ 2.49% |
$13.9K - $15K
|
2.6K
$804K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 28.31% |
$13.7K - $14.7K
|
281
$87.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
62+ 1.46% |
$13.7K - $14.7K
|
4.3K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
61+ 1.58% |
$13.5K - $14.5K
|
3.93K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
61+ 28.64% |
$13.5K - $14.5K
|
274
$84.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
60+ 38.71% |
$13.3K - $14.2K
|
215
$66.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
59+ 0.3% |
$13K - $14K
|
20K
$6.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
58+ 1.04% |
$12.8K - $13.8K
|
5.65K
$1.75M
|