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 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.05K- 2.66% |
$233K - $250K
|
38.4K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.07K- 2.29% |
$237K - $255K
|
45.9K
$15.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.09K- 1.35% |
$242K - $260K
|
79.7K
$27.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.78% |
$243K - $261K
|
28K
$9.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.1K- 2.58% |
$243K - $261K
|
41.5K
$14.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 0.72% |
$246K - $264K
|
153K
$53.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-1.12K- 16.3% |
$246K - $265K
|
5.72K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.12K- 0.57% |
$248K - $266K
|
194K
$67.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.12K- 1.88% |
$248K - $266K
|
58.6K
$20.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.12K- 8.61% |
$248K - $266K
|
11.9K
$4.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.12K- 2.73% |
$248K - $266K
|
40K
$13.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.13K- 15.06% |
$249K - $268K
|
6.35K
$2.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.13K- 0.52% |
$249K - $268K
|
214K
$73.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.13K- 2.89% |
$250K - $268K
|
38K
$13.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.13K- 5.7% |
$250K - $269K
|
18.7K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.18% |
$250K - $269K
|
50.9K
$17.6M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 16.36% |
$250K - $269K
|
5.79K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.14K- 1.62% |
$252K - $270K
|
69.3K
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.15K- 1.2% |
$254K - $272K
|
94.4K
$32.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.15K- 3.52% |
$254K - $273K
|
31.6K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.15K- 6.47% |
$255K - $274K
|
16.7K
$5.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.16K- 3.96% |
$256K - $275K
|
28.1K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 8.07% |
$256K - $275K
|
13.2K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.17K- 0.28% |
$257K - $277K
|
413K
$143M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.17K- 23.03% |
$258K - $278K
|
3.91K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.18K- 3.22% |
$261K - $280K
|
35.4K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.19K- 4.39% |
$262K - $282K
|
25.8K
$8.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.21K- 1.53% |
$267K - $287K
|
77.6K
$26.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.21K- 2.0% |
$268K - $288K
|
59.2K
$20.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.22K- 5.97% |
$269K - $289K
|
19.1K
$6.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.22K- 13.83% |
$271K - $291K
|
7.63K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.23K- 0.44% |
$271K - $291K
|
279K
$96.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.23K- 1.9% |
$271K - $292K
|
63.3K
$21.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.23K- 3.93% |
$272K - $292K
|
30.1K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.24K- 8.23% |
$275K - $295K
|
13.9K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.25K- 10.82% |
$276K - $296K
|
10.3K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.26K- 6.67% |
$278K - $299K
|
17.6K
$6.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.27K- 0.12% |
$280K - $300K
|
1.03M
$356M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.28K- 15.69% |
$282K - $303K
|
6.85K
$2.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.28K- 29.9% |
$283K - $304K
|
3K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.3K- 2.44% |
$286K - $308K
|
51.9K
$17.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.3K- 32.39% |
$288K - $309K
|
2.72K
$939K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.31K- 2.06% |
$290K - $311K
|
62.5K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.31K- 11.79% |
$290K - $312K
|
9.83K
$3.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.31K- 11.79% |
$290K - $312K
|
9.83K
$3.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.32K- 2.81% |
$291K - $313K
|
45.5K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.32K- 3.4% |
$292K - $313K
|
37.5K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 20.72% |
$292K - $314K
|
5.06K
$1.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.32K- 5.7% |
$292K - $314K
|
21.9K
$7.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.33K- 0.21% |
$293K - $315K
|
633K
$219M
|