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 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
58+ 1.04% |
$12.8K - $13.8K
|
5.65K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
58+ 4.5% |
$12.8K - $13.8K
|
1.35K
$420K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
56+ 6.22% |
$12.4K - $13.3K
|
957
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
56+ 0.45% |
$12.4K - $13.3K
|
12.6K
$3.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
56+ 0.49% |
$12.4K - $13.3K
|
11.5K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56+ 2.3% |
$12.4K - $13.3K
|
2.49K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
56+ 2.89% |
$12.4K - $13.3K
|
1.99K
$622K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
55+ 2.94% |
$12.2K - $13.1K
|
1.93K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
55+ 2.73% |
$12.2K - $13.1K
|
2.07K
$645K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
54+ 1.51% |
$11.9K - $12.8K
|
3.64K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
53+ 0.7% |
$11.7K - $12.6K
|
7.67K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
53+ 5.1% |
$11.7K - $12.6K
|
1.09K
$341K
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
53+ 1.68% |
$11.7K - $12.6K
|
3.2K
$998K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
53+ 4.33% |
$11.7K - $12.6K
|
1.28K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
52+ 0.9% |
$11.5K - $12.3K
|
5.86K
$1.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
52+ 2.51% |
$11.5K - $12.3K
|
2.12K
$661K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51+ 0.24% |
$11.3K - $12.1K
|
20.9K
$6.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
51+ 2.72% |
$11.3K - $12.1K
|
1.92K
$600K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 5.61% |
$11.3K - $12.1K
|
960
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
51+ 3.29% |
$11.3K - $12.1K
|
1.6K
$499K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
51+ 46.79% |
$11.3K - $12.1K
|
160
$49.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 2.65% |
$11.3K - $12.1K
|
1.98K
$616K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 2.83% |
$11.1K - $11.9K
|
1.82K
$566K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.73% |
$11.1K - $11.9K
|
6.88K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
50+ 2.96% |
$11.1K - $11.9K
|
1.74K
$542K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
50+ 5.13% |
$11.1K - $11.9K
|
1.02K
$319K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50+ 5.57% |
$11.1K - $11.9K
|
948
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
50+ 3.44% |
$11.1K - $11.9K
|
1.51K
$469K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
50+ 2.99% |
$11.1K - $11.9K
|
1.72K
$536K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
50+ 0.68% |
$11.1K - $11.9K
|
7.44K
$2.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
49+ 3.08% |
$10.8K - $11.6K
|
1.64K
$512K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 2.45% |
$10.8K - $11.6K
|
2.05K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
49+ 2.92% |
$10.8K - $11.6K
|
1.73K
$539K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
48+ 3.27% |
$10.6K - $11.4K
|
1.52K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
48+ 0.32% |
$10.6K - $11.4K
|
15K
$4.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
48New |
$10.6K - $11.4K
|
48
$15K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
48+ 5.03% |
$10.6K - $11.4K
|
1K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
48+ 1.57% |
$10.6K - $11.4K
|
3.1K
$966K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
47New |
$10.4K - $11.2K
|
47
$14.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
47+ 0.34% |
$10.4K - $11.2K
|
13.8K
$4.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 5.23% |
$10.2K - $10.9K
|
926
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
46+ 4.02% |
$10.2K - $10.9K
|
1.19K
$371K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
46+ 0.46% |
$10.2K - $10.9K
|
9.97K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
46+ 0.97% |
$10.2K - $10.9K
|
4.77K
$1.49M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
46+ 1.69% |
$10.2K - $10.9K
|
2.76K
$862K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.07% |
$9.95K - $10.7K
|
4.24K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
45+ 4.26% |
$9.95K - $10.7K
|
1.1K
$343K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
45+ 4.92% |
$9.95K - $10.7K
|
960
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
45+ 1.36% |
$9.95K - $10.7K
|
3.35K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
44+ 0.07% |
$9.73K - $10.4K
|
61.7K
$19.3M
|