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 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 4.28% |
$6.63K - $7.12K
|
731
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
30+ 0.18% |
$6.63K - $7.12K
|
16.3K
$5.84M
|
|
|
Aug 04, 2023
Q2 2023
|
University Of Texas
|
BUY
|
- |
29New |
$6.41K - $6.89K
|
29
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29+ 1.34% |
$6.41K - $6.89K
|
2.2K
$788K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
28+ 1.76% |
$6.19K - $6.65K
|
1.62K
$581K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
28+ 0.15% |
$6.19K - $6.65K
|
18.7K
$6.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
28+ 0.73% |
$6.19K - $6.65K
|
3.88K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
28+ 0.16% |
$6.19K - $6.65K
|
17.4K
$6.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
27+ 0.78% |
$5.97K - $6.41K
|
3.48K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 1.55% |
$5.97K - $6.41K
|
1.77K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
26+ 0.43% |
$5.75K - $6.17K
|
6.04K
$2.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
26+ 1.61% |
$5.75K - $6.17K
|
1.64K
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$5.75K - $6.17K
|
8.8K
$3.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
26+ 2.82% |
$5.75K - $6.17K
|
948
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.37% |
$5.53K - $5.94K
|
1.08K
$388K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 0.43% |
$5.53K - $5.94K
|
5.89K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
25+ 0.63% |
$5.53K - $5.94K
|
3.96K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
25+ 1.07% |
$5.53K - $5.94K
|
2.35K
$844K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
25+ 1.89% |
$5.53K - $5.94K
|
1.35K
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
23New |
$5.08K - $5.46K
|
23
$8.25K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
23+ 0.07% |
$5.08K - $5.46K
|
31.1K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
23+ 1.11% |
$5.08K - $5.46K
|
2.09K
$750K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
23+ 0.95% |
$5.08K - $5.46K
|
2.44K
$875K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 2.14% |
$4.86K - $5.22K
|
1.05K
$377K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
22+ 1.47% |
$4.86K - $5.22K
|
1.52K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 0.03% |
$4.86K - $5.22K
|
75.7K
$27.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21+ 0.19% |
$4.64K - $4.99K
|
11.3K
$4.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 2.11% |
$4.64K - $4.99K
|
1.01K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
21+ 0.14% |
$4.64K - $4.99K
|
15.4K
$5.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
21+ 0.07% |
$4.64K - $4.99K
|
30.4K
$10.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21+ 0.9% |
$4.64K - $4.99K
|
2.35K
$844K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
21+ 0.73% |
$4.64K - $4.99K
|
2.9K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 2.05% |
$4.64K - $4.99K
|
1.05K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.4% |
$4.42K - $4.75K
|
5.01K
$1.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
19+ 0.14% |
$4.2K - $4.51K
|
13.2K
$4.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
19+ 0.13% |
$4.2K - $4.51K
|
14.8K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
19+ 1.76% |
$4.2K - $4.51K
|
1.1K
$394K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
19+ 0.36% |
$4.2K - $4.51K
|
5.33K
$1.91M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
18+ 0.79% |
$3.98K - $4.27K
|
2.29K
$822K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 0.38% |
$3.98K - $4.27K
|
4.8K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
18+ 0.02% |
$3.98K - $4.27K
|
92.2K
$33.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17+ 1.2% |
$3.76K - $4.04K
|
1.43K
$514K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.07% |
$3.76K - $4.04K
|
23.3K
$8.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17+ 0.2% |
$3.76K - $4.04K
|
8.37K
$3.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.75% |
$3.54K - $3.8K
|
2.15K
$770K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
16+ 0.09% |
$3.54K - $3.8K
|
18K
$6.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$3.32K - $3.56K
|
3.15K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.51% |
$3.32K - $3.56K
|
2.98K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.13% |
$3.32K - $3.56K
|
11.2K
$4.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.11% |
$3.32K - $3.56K
|
13.6K
$4.9M
|