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
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1- 0.09% |
$221 - $237
|
1.05K
$326K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$221 - $237
|
2.19K
$679K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.65% |
$221 - $237
|
152
$47.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.07% |
$221 - $237
|
1.47K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1- -0.0% |
$221 - $237
|
20.3K
$6.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2- 0.01% |
$442 - $475
|
24.3K
$7.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-2- 0.15% |
$442 - $475
|
1.38K
$426K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.1% |
$442 - $475
|
1.91K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$442 - $475
|
2.31K
$714K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2- 0.17% |
$442 - $475
|
1.18K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2- 0.04% |
$442 - $475
|
5.51K
$1.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-3- 0.03% |
$663 - $712
|
9.45K
$2.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 0.72% |
$663 - $712
|
413
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-3- 0.23% |
$663 - $712
|
1.3K
$403K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$663 - $712
|
1.29K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 0.38% |
$663 - $712
|
780
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3- 0.22% |
$663 - $712
|
1.35K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3- 0.06% |
$663 - $712
|
5.15K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-3- 0.1% |
$663 - $712
|
2.88K
$893K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4- 0.43% |
$884 - $950
|
930
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-4- 0.12% |
$884 - $950
|
3.35K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-5- 0.25% |
$1.11K - $1.19K
|
1.99K
$615K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5- 0.43% |
$1.11K - $1.19K
|
1.16K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.27% |
$1.11K - $1.19K
|
1.83K
$567K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6- 0.63% |
$1.33K - $1.42K
|
949
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-6- 0.06% |
$1.33K - $1.42K
|
9.86K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6- 0.11% |
$1.33K - $1.42K
|
5.57K
$1.73M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6- 0.24% |
$1.33K - $1.42K
|
2.47K
$766K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7- 0.21% |
$1.55K - $1.66K
|
3.4K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.32% |
$1.55K - $1.66K
|
2.19K
$678K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7- 0.09% |
$1.55K - $1.66K
|
7.93K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-7- 0.11% |
$1.55K - $1.66K
|
6.49K
$2.01M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7- 0.24% |
$1.55K - $1.66K
|
2.94K
$910K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-8- 0.38% |
$1.77K - $1.9K
|
2.1K
$651K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-8- 0.47% |
$1.77K - $1.9K
|
1.7K
$527K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-8- 0.65% |
$1.77K - $1.9K
|
1.23K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-8- 0.28% |
$1.77K - $1.9K
|
2.87K
$890K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8- -0.0% |
$1.77K - $1.9K
|
242K
$75.1M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-8- 0.03% |
$1.77K - $1.9K
|
24.2K
$7.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-9- 0.6% |
$1.99K - $2.14K
|
1.49K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9- 0.17% |
$1.99K - $2.14K
|
5.27K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-10- 0.54% |
$2.21K - $2.37K
|
1.84K
$571K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.19% |
$2.21K - $2.37K
|
5.36K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-10- 0.61% |
$2.21K - $2.37K
|
1.62K
$503K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 0.11% |
$2.21K - $2.37K
|
9.17K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 1.11% |
$2.21K - $2.37K
|
888
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-10- 0.26% |
$2.21K - $2.37K
|
3.88K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-11- 0.32% |
$2.43K - $2.61K
|
3.43K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11- 1.12% |
$2.43K - $2.61K
|
972
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 1.36% |
$2.43K - $2.61K
|
799
$248K
|