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 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
25+ 1.07% |
$5.53K - $5.94K
|
2.35K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
25+ 1.89% |
$5.53K - $5.94K
|
1.35K
$417K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
23New |
$5.08K - $5.46K
|
23
$7.13K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
23+ 0.07% |
$5.08K - $5.46K
|
31.1K
$9.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
23+ 1.11% |
$5.08K - $5.46K
|
2.09K
$648K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
23+ 0.95% |
$5.08K - $5.46K
|
2.44K
$755K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 2.14% |
$4.86K - $5.22K
|
1.05K
$326K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
22+ 1.47% |
$4.86K - $5.22K
|
1.52K
$470K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 0.03% |
$4.86K - $5.22K
|
75.7K
$23.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21+ 0.19% |
$4.64K - $4.99K
|
11.3K
$3.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 2.11% |
$4.64K - $4.99K
|
1.01K
$314K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
21+ 0.14% |
$4.64K - $4.99K
|
15.4K
$4.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
21+ 0.07% |
$4.64K - $4.99K
|
30.4K
$9.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21+ 0.9% |
$4.64K - $4.99K
|
2.35K
$729K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
21+ 0.73% |
$4.64K - $4.99K
|
2.9K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 2.05% |
$4.64K - $4.99K
|
1.05K
$324K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.4% |
$4.42K - $4.75K
|
5.01K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
19+ 0.14% |
$4.2K - $4.51K
|
13.2K
$4.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
19+ 0.13% |
$4.2K - $4.51K
|
14.8K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
19+ 1.76% |
$4.2K - $4.51K
|
1.1K
$340K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
19+ 0.36% |
$4.2K - $4.51K
|
5.33K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
18+ 0.79% |
$3.98K - $4.27K
|
2.29K
$710K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 0.38% |
$3.98K - $4.27K
|
4.8K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
18+ 0.02% |
$3.98K - $4.27K
|
92.2K
$28.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17+ 1.2% |
$3.76K - $4.04K
|
1.43K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.07% |
$3.76K - $4.04K
|
23.3K
$7.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17+ 0.2% |
$3.76K - $4.04K
|
8.37K
$2.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.75% |
$3.54K - $3.8K
|
2.15K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
16+ 0.09% |
$3.54K - $3.8K
|
18K
$5.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$3.32K - $3.56K
|
3.15K
$977K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.51% |
$3.32K - $3.56K
|
2.98K
$923K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.13% |
$3.32K - $3.56K
|
11.2K
$3.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.11% |
$3.32K - $3.56K
|
13.6K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
15+ 1.0% |
$3.32K - $3.56K
|
1.51K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.26% |
$3.32K - $3.56K
|
5.83K
$1.81M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15+ 0.54% |
$3.32K - $3.56K
|
2.77K
$859K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
14+ 0.88% |
$3.09K - $3.32K
|
1.61K
$499K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14+ 0.05% |
$3.09K - $3.32K
|
30.9K
$9.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
14+ 0.22% |
$3.09K - $3.32K
|
6.27K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
13+ 0.11% |
$2.87K - $3.09K
|
11.8K
$3.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
13+ 0.06% |
$2.87K - $3.09K
|
22.4K
$6.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
13+ 0.61% |
$2.87K - $3.09K
|
2.15K
$666K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
12+ 0.1% |
$2.65K - $2.85K
|
12.6K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
12+ 1.21% |
$2.65K - $2.85K
|
1.01K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 1.77% |
$2.65K - $2.85K
|
689
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 1.17% |
$2.65K - $2.85K
|
1.04K
$322K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11+ 0.27% |
$2.43K - $2.61K
|
4.06K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$2.43K - $2.61K
|
2.35K
$728K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
11+ 0.35% |
$2.43K - $2.61K
|
3.14K
$974K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
11+ 0.17% |
$2.43K - $2.61K
|
6.35K
$1.97M
|