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
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-104- 0.85% |
$23K - $24.7K
|
12.2K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-104- 2.55% |
$23K - $24.7K
|
3.97K
$1.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-105- 1.59% |
$23.2K - $24.9K
|
6.48K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-105- 2.58% |
$23.2K - $24.9K
|
3.96K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 0.96% |
$23.2K - $24.9K
|
10.8K
$3.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-105- 7.09% |
$23.2K - $24.9K
|
1.38K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-105- 2.27% |
$23.2K - $24.9K
|
4.52K
$1.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 2.12% |
$23.7K - $25.4K
|
4.95K
$1.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-107- 2.03% |
$23.7K - $25.4K
|
5.15K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-107- 2.65% |
$23.7K - $25.4K
|
3.94K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-107- 1.19% |
$23.7K - $25.4K
|
8.91K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-107- 3.77% |
$23.7K - $25.4K
|
2.73K
$950K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-108- 4.42% |
$23.9K - $25.6K
|
2.34K
$813K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-108- 0.41% |
$23.9K - $25.6K
|
26.5K
$9.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-109- 6.86% |
$24.1K - $25.9K
|
1.48K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-110- 4.34% |
$24.3K - $26.1K
|
2.42K
$844K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-112- 0.36% |
$24.8K - $26.6K
|
31.3K
$10.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-112- 4.63% |
$24.8K - $26.6K
|
2.31K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-112- 1.28% |
$24.8K - $26.6K
|
8.66K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-113- 1.04% |
$25K - $26.8K
|
10.8K
$3.75M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-113- 0.64% |
$25K - $26.8K
|
17.6K
$6.14M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.05% |
$25.2K - $27.1K
|
10.8K
$3.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-114- 2.33% |
$25.2K - $27.1K
|
4.77K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 0.7% |
$25.2K - $27.1K
|
16.1K
$5.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-115- 8.39% |
$25.4K - $27.3K
|
1.26K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-115- 4.45% |
$25.4K - $27.3K
|
2.47K
$860K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-117- 2.24% |
$25.9K - $27.8K
|
5.1K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-117- 4.95% |
$25.9K - $27.8K
|
2.25K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-117- 1.06% |
$25.9K - $27.8K
|
10.9K
$3.78M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-118- 0.21% |
$26.1K - $28K
|
55.2K
$19.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-118- 1.37% |
$26.1K - $28K
|
8.48K
$2.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-119- 2.54% |
$26.3K - $28.3K
|
4.57K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-119- 0.48% |
$26.3K - $28.3K
|
24.5K
$8.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-120- 2.29% |
$26.5K - $28.5K
|
5.13K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-122- 1.36% |
$27K - $29K
|
8.88K
$3.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-123- 0.41% |
$27.2K - $29.2K
|
29.6K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-124- 1.1% |
$27.4K - $29.4K
|
11.2K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-124- 4.05% |
$27.4K - $29.4K
|
2.94K
$1.02M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-124- 4.05% |
$27.4K - $29.4K
|
2.94K
$1.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-125- 0.31% |
$27.6K - $29.7K
|
40.3K
$14M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-125- 10.35% |
$27.6K - $29.7K
|
1.08K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-125- 2.54% |
$27.6K - $29.7K
|
4.79K
$1.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-128- 1.84% |
$28.3K - $30.4K
|
6.82K
$2.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-128- 4.39% |
$28.3K - $30.4K
|
2.79K
$970K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-129- 0.43% |
$28.5K - $30.6K
|
29.9K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-129- 2.8% |
$28.5K - $30.6K
|
4.47K
$1.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-130- 2.87% |
$28.7K - $30.9K
|
4.39K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-130- 3.2% |
$28.7K - $30.9K
|
3.94K
$1.37M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-130- 65.99% |
$28.7K - $30.9K
|
67
$23.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-131- 7.18% |
$29K - $31.1K
|
1.69K
$589K
|