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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-200- 7.84% |
$44.2K - $47.5K
|
2.35K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 2.22% |
$44.2K - $47.5K
|
8.79K
$3.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-201- 1.18% |
$44.4K - $47.7K
|
16.8K
$5.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-203- 4.79% |
$44.9K - $48.2K
|
4.04K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-203- 5.48% |
$44.9K - $48.2K
|
3.5K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-205- 10.8% |
$45.3K - $48.7K
|
1.69K
$584K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-207- 8.0% |
$45.8K - $49.2K
|
2.38K
$821K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-207- 17.56% |
$45.8K - $49.2K
|
972
$335K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-210- 1.34% |
$46.4K - $49.9K
|
15.5K
$5.33M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-210- 7.17% |
$46.4K - $49.9K
|
2.72K
$938K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-210- 10.56% |
$46.4K - $49.9K
|
1.78K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-210- 1.46% |
$46.4K - $49.9K
|
14.2K
$4.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-212- 2.47% |
$46.9K - $50.3K
|
8.38K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-212- 3.86% |
$46.9K - $50.3K
|
5.28K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-213- 1.45% |
$47.1K - $50.6K
|
14.5K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-213- 17.44% |
$47.1K - $50.6K
|
1.01K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-213- 1.26% |
$47.1K - $50.6K
|
16.7K
$5.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-215- 6.3% |
$47.5K - $51.1K
|
3.2K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-216- 4.93% |
$47.7K - $51.3K
|
4.17K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-216- 0.46% |
$47.7K - $51.3K
|
46.3K
$16M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-217- 1.14% |
$48K - $51.5K
|
18.9K
$6.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-218- 12.48% |
$48.2K - $51.8K
|
1.53K
$528K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-218- 19.87% |
$48.2K - $51.8K
|
879
$303K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-219- 8.94% |
$48.4K - $52K
|
2.23K
$770K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-219- 7.15% |
$48.4K - $52K
|
2.85K
$982K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-220- 1.95% |
$48.6K - $52.2K
|
11.1K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-220- 0.93% |
$48.6K - $52.2K
|
23.6K
$8.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-223- 0.84% |
$49.3K - $53K
|
26.2K
$9.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-225- 3.96% |
$49.7K - $53.4K
|
5.45K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-227- 0.56% |
$50.2K - $53.9K
|
40.1K
$13.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-227- 6.45% |
$50.2K - $53.9K
|
3.29K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-227- 1.17% |
$50.2K - $53.9K
|
19.2K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-227- 1.3% |
$50.2K - $53.9K
|
17.2K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-229- 20.95% |
$50.6K - $54.4K
|
864
$298K
|
|
|
Aug 02, 2023
Q2 2023
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-230- 7.52% |
$50.8K - $54.6K
|
2.83K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-230- 4.78% |
$50.8K - $54.6K
|
4.58K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-235- 0.01% |
$51.9K - $55.8K
|
3.81M
$1.32B
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-237- 84.04% |
$52.4K - $56.3K
|
45
$15.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-238- 0.26% |
$52.6K - $56.5K
|
89.6K
$30.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-239- 19.77% |
$52.8K - $56.8K
|
970
$335K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-241- 0.24% |
$53.3K - $57.2K
|
101K
$35M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-241- 1.89% |
$53.3K - $57.2K
|
12.5K
$4.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-244- 19.43% |
$53.9K - $57.9K
|
1.01K
$349K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-245- 1.15% |
$54.2K - $58.2K
|
21.1K
$7.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-245- 6.15% |
$54.2K - $58.2K
|
3.74K
$1.29M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-246- 2.01% |
$54.4K - $58.4K
|
12K
$4.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-246- 1.78% |
$54.4K - $58.4K
|
13.5K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-248- 1.67% |
$54.8K - $58.9K
|
14.6K
$5.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-250- 23.81% |
$55.3K - $59.4K
|
800
$276K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-250- 2.79% |
$55.3K - $59.4K
|
8.72K
$3.01M
|