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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.18% |
$884 - $950
|
2.23K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3+ 0.01% |
$663 - $712
|
20.6K
$6.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$663 - $712
|
3.79K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.09% |
$663 - $712
|
3.47K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.13% |
$663 - $712
|
2.4K
$748K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.22% |
$663 - $712
|
1.38K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.22% |
$663 - $712
|
1.37K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$663 - $712
|
3
$935
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3+ 0.18% |
$663 - $712
|
1.66K
$516K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.03% |
$442 - $475
|
5.81K
$1.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$442 - $475
|
1.43K
$447K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.08% |
$442 - $475
|
2.41K
$751K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2+ 0.2% |
$442 - $475
|
1K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2+ 0.07% |
$442 - $475
|
2.78K
$866K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.11% |
$442 - $475
|
1.76K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.17% |
$442 - $475
|
1.15K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.08% |
$442 - $475
|
2.55K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2+ 0.19% |
$442 - $475
|
1.06K
$329K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2+ 0.02% |
$442 - $475
|
9.64K
$3.01M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1+ 0.0% |
$221 - $237
|
43.4K
$13.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$221 - $237
|
3.62K
$1.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.05% |
$221 - $237
|
2.17K
$675K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$221 - $237
|
5.07K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$221 - $237
|
5.19K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$221 - $237
|
923
$288K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.0% |
$221 - $237
|
26
$8.11K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$221 - $237
|
3.24K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1+ 0.11% |
$221 - $237
|
882
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.04% |
$221 - $237
|
2.6K
$812K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.02% |
$221 - $237
|
4.62K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.09% |
$221 - $237
|
1.06K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.01% |
$221 - $237
|
6.82K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.09% |
$221 - $237
|
1.07K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$221 - $237
|
1.02K
$317K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.17% |
$221 - $237
|
598
$186K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.11% |
$221 - $237
|
920
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$221 - $237
|
1.84K
$572K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.19% |
$221 - $237
|
541
$169K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.21% |
$221 - $237
|
476
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.09% |
$221 - $237
|
1.17K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$221 - $237
|
763
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.26% |
$221 - $237
|
383
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.06% |
$221 - $237
|
1.6K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$221 - $237
|
1.31K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$221 - $237
|
4.49K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 0.09% |
$221 - $237
|
1.08K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1+ 0.06% |
$221 - $237
|
1.78K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$221 - $237
|
1
$312
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 0.6% |
$221 - $237
|
166
$51.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1- 0.05% |
$221 - $237
|
2.2K
$687K
|