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 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$2.65K - $2.85K
|
2.47K
$766K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-12- 9.02% |
$2.65K - $2.85K
|
121
$37.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-13- 0.16% |
$2.87K - $3.09K
|
8.1K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-13- 0.43% |
$2.87K - $3.09K
|
3.03K
$939K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 26.53% |
$2.87K - $3.09K
|
36
$11.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-13- 0.35% |
$2.87K - $3.09K
|
3.65K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-13- 0.23% |
$2.87K - $3.09K
|
5.73K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-14- 0.14% |
$3.09K - $3.32K
|
9.81K
$3.04M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 0.52% |
$3.32K - $3.56K
|
2.89K
$894K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-15- 0.14% |
$3.32K - $3.56K
|
10.7K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-15- 0.16% |
$3.32K - $3.56K
|
9.25K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-15- 0.06% |
$3.32K - $3.56K
|
23.2K
$7.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 0.14% |
$3.32K - $3.56K
|
10.5K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-15- 0.34% |
$3.32K - $3.56K
|
4.39K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-16- 0.12% |
$3.54K - $3.8K
|
13.5K
$4.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-16- 7.77% |
$3.54K - $3.8K
|
190
$58.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16- 0.78% |
$3.54K - $3.8K
|
2.05K
$634K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-16- 0.7% |
$3.54K - $3.8K
|
2.26K
$702K
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-16- 0.03% |
$3.54K - $3.8K
|
46K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-16- 0.08% |
$3.54K - $3.8K
|
21.1K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17- 0.55% |
$3.76K - $4.04K
|
3.07K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-17- 0.14% |
$3.76K - $4.04K
|
12.5K
$3.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 0.13% |
$3.98K - $4.27K
|
13.8K
$4.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-18- 0.05% |
$3.98K - $4.27K
|
33K
$10.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18- 0.98% |
$3.98K - $4.27K
|
1.81K
$562K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 20.22% |
$3.98K - $4.27K
|
71
$22K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-19- 1.31% |
$4.2K - $4.51K
|
1.43K
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-19- 1.9% |
$4.2K - $4.51K
|
982
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-19- 0.03% |
$4.2K - $4.51K
|
71K
$22M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-19- 0.35% |
$4.2K - $4.51K
|
5.4K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 0.4% |
$4.2K - $4.51K
|
4.71K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-19- 3.18% |
$4.2K - $4.51K
|
579
$179K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-19- 0.31% |
$4.2K - $4.51K
|
6.17K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-19- 0.64% |
$4.2K - $4.51K
|
2.96K
$918K
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-19- 0.47% |
$4.2K - $4.51K
|
4.02K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.25% |
$4.42K - $4.75K
|
361
$112K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-20- 1.39% |
$4.42K - $4.75K
|
1.42K
$441K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-20- 5.52% |
$4.42K - $4.75K
|
342
$106K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.37% |
$4.42K - $4.75K
|
5.45K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-20- 0.89% |
$4.42K - $4.75K
|
2.22K
$689K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 3.64% |
$4.42K - $4.75K
|
529
$164K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.01% |
$4.42K - $4.75K
|
266K
$82.5M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.01% |
$4.42K - $4.75K
|
266K
$82.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.2% |
$4.64K - $4.99K
|
10.3K
$3.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21- 0.78% |
$4.64K - $4.99K
|
2.68K
$830K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.21% |
$4.64K - $4.99K
|
9.8K
$3.04M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-22- 1.31% |
$4.86K - $5.22K
|
1.65K
$512K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-22- 1.43% |
$4.86K - $5.22K
|
1.51K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-22- 0.37% |
$4.86K - $5.22K
|
5.85K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-22- 0.38% |
$4.86K - $5.22K
|
5.75K
$1.78M
|