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 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-318- 1.98% |
$70.3K - $75.5K
|
15.7K
$5.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-320- 1.78% |
$70.7K - $76K
|
17.6K
$6.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-320- 6.09% |
$70.7K - $76K
|
4.94K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-322- 42.71% |
$71.2K - $76.5K
|
432
$149K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-322- 10.15% |
$71.2K - $76.5K
|
2.85K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-324- 10.7% |
$71.6K - $76.9K
|
2.7K
$933K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-325- 5.38% |
$71.8K - $77.2K
|
5.72K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-325- 2.92% |
$71.8K - $77.2K
|
10.8K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-326- 1.89% |
$72.1K - $77.4K
|
16.9K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-326- 5.46% |
$72.1K - $77.4K
|
5.64K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-326- 1.37% |
$72.1K - $77.4K
|
23.5K
$8.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-327- 12.5% |
$72.3K - $77.7K
|
2.29K
$790K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-328- 0.57% |
$72.5K - $77.9K
|
57.4K
$19.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-333- 15.38% |
$73.6K - $79.1K
|
1.83K
$632K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-334- 0.27% |
$73.8K - $79.3K
|
121K
$41.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-335- 1.06% |
$74K - $79.6K
|
31.1K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-335- 0.62% |
$74K - $79.6K
|
53.8K
$18.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-337- 7.49% |
$74.5K - $80K
|
4.17K
$1.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-343- 1.13% |
$75.8K - $81.5K
|
30.1K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-344- 1.87% |
$76K - $81.7K
|
18.1K
$6.24M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-345- 3.93% |
$76.3K - $81.9K
|
8.44K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-345- 8.18% |
$76.3K - $81.9K
|
3.87K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-347- 10.7% |
$76.7K - $82.4K
|
2.9K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-347- 1.15% |
$76.7K - $82.4K
|
30K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-348- 4.51% |
$76.9K - $82.6K
|
7.37K
$2.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-349- 0.49% |
$77.1K - $82.9K
|
70.7K
$24.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-350- 11.68% |
$77.4K - $83.1K
|
2.65K
$913K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-351- 17.64% |
$77.6K - $83.4K
|
1.64K
$566K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-355- 0.27% |
$78.5K - $84.3K
|
129K
$44.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-357- 1.8% |
$78.9K - $84.8K
|
19.5K
$6.72M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-358- 5.94% |
$79.1K - $85K
|
5.67K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-359- 9.4% |
$79.3K - $85.3K
|
3.46K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-360- 1.25% |
$79.6K - $85.5K
|
28.5K
$9.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-360- 3.36% |
$79.6K - $85.5K
|
10.4K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-361- 3.01% |
$79.8K - $85.7K
|
11.7K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-363- 0.61% |
$80.2K - $86.2K
|
59.6K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-364- 1.07% |
$80.5K - $86.4K
|
33.7K
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-371- 2.66% |
$82K - $88.1K
|
13.6K
$4.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-371- 14.08% |
$82K - $88.1K
|
2.26K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-372- 0.22% |
$82.2K - $88.3K
|
167K
$57.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-373- 3.49% |
$82.4K - $88.6K
|
10.3K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-373- 2.27% |
$82.4K - $88.6K
|
16.1K
$5.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-375- 0.97% |
$82.9K - $89.1K
|
38.5K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-375- 0.84% |
$82.9K - $89.1K
|
44.5K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-377- 0.89% |
$83.3K - $89.5K
|
42.1K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-377- 4.16% |
$83.3K - $89.5K
|
8.7K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-379- 6.07% |
$83.8K - $90K
|
5.87K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-380- 1.46% |
$84K - $90.2K
|
25.6K
$8.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-381- 2.39% |
$84.2K - $90.5K
|
15.6K
$5.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-386- 1.21% |
$85.3K - $91.7K
|
31.5K
$10.9M
|