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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 1.67% |
$9.73K - $10.4K
|
2.68K
$837K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
44+ 0.82% |
$9.73K - $10.4K
|
5.4K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
44+ 0.41% |
$9.73K - $10.4K
|
10.8K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
43+ 4.04% |
$9.5K - $10.2K
|
1.11K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
43+ 3.0% |
$9.5K - $10.2K
|
1.48K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
43+ 3.75% |
$9.5K - $10.2K
|
1.19K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
43New |
$9.5K - $10.2K
|
43
$13.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
42+ 0.08% |
$9.28K - $9.97K
|
50.1K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
42+ 18.42% |
$9.28K - $9.97K
|
270
$84.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.33% |
$9.06K - $9.74K
|
12.3K
$3.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
41+ 0.39% |
$9.06K - $9.74K
|
10.5K
$3.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
40+ 1.72% |
$8.84K - $9.5K
|
2.36K
$736K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
39+ 1.13% |
$8.62K - $9.26K
|
3.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 0.96% |
$8.62K - $9.26K
|
4.09K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
39+ 1.03% |
$8.62K - $9.26K
|
3.82K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
38+ 2.92% |
$8.4K - $9.02K
|
1.34K
$418K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
38+ 0.45% |
$8.4K - $9.02K
|
8.43K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
38+ 1.38% |
$8.4K - $9.02K
|
2.79K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 1.17% |
$8.18K - $8.79K
|
3.21K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.72% |
$8.18K - $8.79K
|
5.16K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36+ 0.83% |
$7.96K - $8.55K
|
4.37K
$1.36M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36+ 0.83% |
$7.96K - $8.55K
|
4.37K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
35+ 0.56% |
$7.74K - $8.31K
|
6.23K
$1.94M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
35+ 0.81% |
$7.74K - $8.31K
|
4.38K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
34+ 0.8% |
$7.52K - $8.07K
|
4.27K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
32+ 0.3% |
$7.07K - $7.6K
|
10.7K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
32+ 1.68% |
$7.07K - $7.6K
|
1.94K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32+ 0.38% |
$7.07K - $7.6K
|
8.52K
$2.66M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
31+ 1.43% |
$6.85K - $7.36K
|
2.19K
$684K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
31+ 2.28% |
$6.85K - $7.36K
|
1.39K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
31+ 1.4% |
$6.85K - $7.36K
|
2.25K
$700K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
31+ 3.53% |
$6.85K - $7.36K
|
910
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30+ 0.16% |
$6.63K - $7.12K
|
19.1K
$5.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
30+ 0.97% |
$6.63K - $7.12K
|
3.13K
$977K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 4.28% |
$6.63K - $7.12K
|
731
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
30+ 0.18% |
$6.63K - $7.12K
|
16.3K
$5.07M
|
|
|
Aug 04, 2023
Q2 2023
|
University Of Texas
|
BUY
|
- |
29New |
$6.41K - $6.89K
|
29
$9.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29+ 1.34% |
$6.41K - $6.89K
|
2.2K
$684K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
28+ 1.76% |
$6.19K - $6.65K
|
1.62K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
28+ 0.15% |
$6.19K - $6.65K
|
18.7K
$5.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
28+ 0.73% |
$6.19K - $6.65K
|
3.88K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
28+ 0.16% |
$6.19K - $6.65K
|
17.4K
$5.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
27+ 0.78% |
$5.97K - $6.41K
|
3.48K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 1.55% |
$5.97K - $6.41K
|
1.77K
$552K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
26+ 0.43% |
$5.75K - $6.17K
|
6.04K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
26+ 1.61% |
$5.75K - $6.17K
|
1.64K
$510K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$5.75K - $6.17K
|
8.8K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
26+ 2.82% |
$5.75K - $6.17K
|
948
$296K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.37% |
$5.53K - $5.94K
|
1.08K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 0.43% |
$5.53K - $5.94K
|
5.89K
$1.84M
|