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 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-469- 2.6% |
$104K - $111K
|
17.5K
$6.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-469- 7.88% |
$104K - $111K
|
5.48K
$1.89M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-470- 8.37% |
$104K - $112K
|
5.15K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-470- 8.37% |
$104K - $112K
|
5.15K
$1.78M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-470- 18.5% |
$104K - $112K
|
2.07K
$715K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-472- 3.22% |
$104K - $112K
|
14.2K
$4.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-473- 1.8% |
$105K - $112K
|
25.9K
$8.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-474- 8.59% |
$105K - $113K
|
5.05K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-474- 21.92% |
$105K - $113K
|
1.69K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-478- 1.51% |
$106K - $114K
|
31.1K
$10.7M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-479- 4.8% |
$106K - $114K
|
9.51K
$3.28M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-482- 1.36% |
$107K - $114K
|
34.9K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-485- 2.25% |
$107K - $115K
|
21.1K
$7.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-487- 0.26% |
$108K - $116K
|
184K
$63.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-490- 1.82% |
$108K - $116K
|
26.4K
$9.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-490- 2.9% |
$108K - $116K
|
16.4K
$5.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-491- 6.87% |
$109K - $117K
|
6.66K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-493- 1.34% |
$109K - $117K
|
36.3K
$12.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-494- 2.67% |
$109K - $117K
|
18K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-494- 2.14% |
$109K - $117K
|
22.6K
$7.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-498- 4.74% |
$110K - $118K
|
10K
$3.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-500- 6.43% |
$111K - $119K
|
7.28K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-500- 13.89% |
$111K - $119K
|
3.1K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-503- 2.28% |
$111K - $119K
|
21.5K
$7.44M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-504- 5.45% |
$111K - $120K
|
8.75K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-505- 1.94% |
$112K - $120K
|
25.6K
$8.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-505- 11.23% |
$112K - $120K
|
3.99K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-516- 0.51% |
$114K - $123K
|
100K
$34.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-521- 2.13% |
$115K - $124K
|
23.9K
$8.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-526- 3.26% |
$116K - $125K
|
15.6K
$5.39M
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-529- 0.54% |
$117K - $126K
|
97.4K
$33.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-530- 5.12% |
$117K - $126K
|
9.81K
$3.39M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-530- 5.12% |
$117K - $126K
|
9.81K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-532- 8.8% |
$118K - $126K
|
5.51K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
SELL
|
- |
-533- 1.97% |
$118K - $127K
|
26.6K
$9.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-534- 20.03% |
$118K - $127K
|
2.13K
$736K
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-535- 0.66% |
$118K - $127K
|
80.3K
$27.7M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-537- 2.39% |
$119K - $128K
|
21.9K
$7.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-538- 0.72% |
$119K - $128K
|
73.7K
$25.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-542- 25.83% |
$120K - $129K
|
1.56K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-542- 1.12% |
$120K - $129K
|
47.8K
$16.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-544- 3.05% |
$120K - $129K
|
17.3K
$5.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-545- 7.29% |
$120K - $129K
|
6.94K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-545- 1.03% |
$120K - $129K
|
52.2K
$18M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-546- 0.79% |
$121K - $130K
|
68.2K
$23.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-546- 1.25% |
$121K - $130K
|
43.3K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-550- 10.94% |
$122K - $131K
|
4.48K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-552- 12.25% |
$122K - $131K
|
3.95K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-554- 6.4% |
$122K - $132K
|
8.1K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-558- 4.04% |
$123K - $133K
|
13.3K
$4.58M
|