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 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.33K- 6.09% |
$293K - $315K
|
20.5K
$7.07M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.33K- 2.12% |
$294K - $316K
|
61.5K
$21.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.35K- 0.48% |
$299K - $322K
|
278K
$96.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-1.37K- 3.27% |
$302K - $325K
|
40.5K
$14M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.38K- 53.81% |
$304K - $327K
|
1.18K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.38K- 11.45% |
$305K - $327K
|
10.7K
$3.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 11.71% |
$309K - $332K
|
10.6K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-1.4K- 0.37% |
$309K - $332K
|
374K
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.4K- 59.7% |
$310K - $333K
|
947
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.41K- 0.29% |
$311K - $334K
|
482K
$167M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.41K- 6.08% |
$312K - $335K
|
21.8K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.42K- 10.32% |
$313K - $336K
|
12.3K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 6.5% |
$313K - $337K
|
20.4K
$7.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.43K- 88.79% |
$315K - $338K
|
180
$62.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 4.43% |
$316K - $339K
|
30.8K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.43K- 4.6% |
$316K - $340K
|
29.6K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.43K- 0.5% |
$317K - $340K
|
284K
$98.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 4.02% |
$318K - $342K
|
34.4K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 2.2% |
$320K - $344K
|
64.2K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.45K- 35.42% |
$321K - $345K
|
2.65K
$917K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.46K- 2.03% |
$322K - $346K
|
70.2K
$24.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 1.84% |
$323K - $347K
|
78.1K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47K- 27.39% |
$326K - $350K
|
3.91K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.48K- 5.21% |
$326K - $350K
|
26.9K
$9.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.49K- 4.11% |
$328K - $353K
|
34.6K
$12M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.52K- 2.06% |
$336K - $361K
|
72.5K
$25.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 0.71% |
$341K - $366K
|
216K
$74.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.55K- 3.41% |
$342K - $368K
|
43.9K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.56K- 1.24% |
$344K - $369K
|
123K
$42.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.56K- 0.57% |
$345K - $370K
|
273K
$94.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.58K- 10.67% |
$350K - $376K
|
13.2K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.59K- 52.04% |
$350K - $376K
|
1.46K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.6K- 55.08% |
$353K - $380K
|
1.3K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.63K- 2.41% |
$359K - $386K
|
65.9K
$22.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.63K- 1.04% |
$361K - $388K
|
156K
$54M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.64K- 0.74% |
$362K - $389K
|
219K
$75.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.66K- 19.66% |
$366K - $393K
|
6.76K
$2.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 32.33% |
$366K - $393K
|
3.47K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.68K- 1.63% |
$372K - $399K
|
101K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-1.69K- 15.84% |
$373K - $401K
|
8.96K
$3.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.69K- 9.66% |
$373K - $401K
|
15.8K
$5.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.7K- 1.2% |
$377K - $405K
|
141K
$48.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.74K- 2.86% |
$384K - $413K
|
59.1K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.74K- 2.39% |
$385K - $413K
|
71K
$24.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.75K- 4.93% |
$386K - $415K
|
33.7K
$11.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.75K- 3.57% |
$387K - $416K
|
47.4K
$16.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.76K- 10.23% |
$388K - $417K
|
15.4K
$5.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.77K- 1.38% |
$392K - $421K
|
127K
$43.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.78K- 22.56% |
$393K - $422K
|
6.1K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.78K- 1.02% |
$394K - $424K
|
174K
$60.1M
|