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 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-251- 9.98% |
$55.5K - $59.6K
|
2.26K
$781K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-252- 0.66% |
$55.7K - $59.8K
|
38.1K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-253- 8.23% |
$55.9K - $60.1K
|
2.82K
$974K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-253- 0.4% |
$55.9K - $60.1K
|
63.7K
$22M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-253- 4.2% |
$55.9K - $60.1K
|
5.77K
$1.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-254- 16.98% |
$56.1K - $60.3K
|
1.24K
$429K
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-255- 17.24% |
$56.4K - $60.6K
|
1.22K
$422K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-256- 0.89% |
$56.6K - $60.8K
|
28.7K
$9.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-257- 1.83% |
$56.8K - $61K
|
13.8K
$4.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-260- 3.48% |
$57.5K - $61.7K
|
7.22K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-262- 7.14% |
$57.9K - $62.2K
|
3.41K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-264- 1.85% |
$58.4K - $62.7K
|
14K
$4.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-266- 2.04% |
$58.8K - $63.2K
|
12.8K
$4.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-270- 6.44% |
$59.7K - $64.1K
|
3.93K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-270- 4.21% |
$59.7K - $64.1K
|
6.14K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-274- 0.42% |
$60.6K - $65.1K
|
64.6K
$22.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-274- 18.29% |
$60.6K - $65.1K
|
1.22K
$422K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-277- 4.77% |
$61.2K - $65.8K
|
5.53K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-277- 0.15% |
$61.2K - $65.8K
|
190K
$65.5M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-278- 2.89% |
$61.4K - $66K
|
9.36K
$3.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-278- 3.83% |
$61.4K - $66K
|
6.98K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-278- 0.51% |
$61.4K - $66K
|
54K
$18.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-279- 1.11% |
$61.7K - $66.3K
|
24.9K
$8.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-279- 5.17% |
$61.7K - $66.3K
|
5.12K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-279- 1.13% |
$61.7K - $66.3K
|
24.3K
$8.39M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-280- 2.01% |
$61.9K - $66.5K
|
13.7K
$4.72M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-280- 3.45% |
$61.9K - $66.5K
|
7.84K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-285- 8.34% |
$63K - $67.7K
|
3.13K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-285- 2.35% |
$63K - $67.7K
|
11.9K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-285- 4.86% |
$63K - $67.7K
|
5.58K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-286- 13.37% |
$63.2K - $67.9K
|
1.85K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-286- 10.3% |
$63.2K - $67.9K
|
2.49K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-288- 6.05% |
$63.7K - $68.4K
|
4.47K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-290- 5.73% |
$64.1K - $68.9K
|
4.77K
$1.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-291- 3.98% |
$64.3K - $69.1K
|
7.03K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-297- 1.9% |
$65.6K - $70.5K
|
15.3K
$5.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-298- 2.59% |
$65.9K - $70.8K
|
11.2K
$3.86M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-304- 6.33% |
$67.2K - $72.2K
|
4.5K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-304- 26.46% |
$67.2K - $72.2K
|
845
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-305- 3.54% |
$67.4K - $72.4K
|
8.31K
$2.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-305- 0.97% |
$67.4K - $72.4K
|
31.1K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-308- 39.95% |
$68.1K - $73.1K
|
463
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-308- 3.08% |
$68.1K - $73.1K
|
9.68K
$3.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-308- 12.55% |
$68.1K - $73.1K
|
2.15K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-309- 1.13% |
$68.3K - $73.4K
|
26.9K
$9.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-309- 8.48% |
$68.3K - $73.4K
|
3.34K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-310- 2.14% |
$68.5K - $73.6K
|
14.1K
$4.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-312- 4.21% |
$69K - $74.1K
|
7.1K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-315- 2.39% |
$69.6K - $74.8K
|
12.9K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-317- 1.57% |
$70.1K - $75.3K
|
19.9K
$6.87M
|