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 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-19- 0.31% |
$4.2K - $4.51K
|
6.17K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-19- 0.64% |
$4.2K - $4.51K
|
2.96K
$1.06M
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-19- 0.47% |
$4.2K - $4.51K
|
4.02K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.25% |
$4.42K - $4.75K
|
361
$130K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-20- 1.39% |
$4.42K - $4.75K
|
1.42K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-20- 5.52% |
$4.42K - $4.75K
|
342
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.37% |
$4.42K - $4.75K
|
5.45K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-20- 0.89% |
$4.42K - $4.75K
|
2.22K
$797K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 3.64% |
$4.42K - $4.75K
|
529
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.01% |
$4.42K - $4.75K
|
266K
$95.5M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.01% |
$4.42K - $4.75K
|
266K
$95.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.2% |
$4.64K - $4.99K
|
10.3K
$3.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21- 0.78% |
$4.64K - $4.99K
|
2.68K
$961K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.21% |
$4.64K - $4.99K
|
9.8K
$3.52M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-22- 1.31% |
$4.86K - $5.22K
|
1.65K
$593K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-22- 1.43% |
$4.86K - $5.22K
|
1.51K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-22- 0.37% |
$4.86K - $5.22K
|
5.85K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-22- 0.38% |
$4.86K - $5.22K
|
5.75K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 1.49% |
$4.86K - $5.22K
|
1.46K
$523K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-22- 1.53% |
$4.86K - $5.22K
|
1.42K
$509K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-23- 1.12% |
$5.08K - $5.46K
|
2.03K
$730K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-23- 0.21% |
$5.08K - $5.46K
|
10.8K
$3.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.55% |
$5.3K - $5.7K
|
4.32K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-24- 0.14% |
$5.3K - $5.7K
|
17.1K
$6.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-24- 3.47% |
$5.3K - $5.7K
|
668
$240K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-24- 1.73% |
$5.3K - $5.7K
|
1.36K
$488K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-24- 0.17% |
$5.3K - $5.7K
|
14.4K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 0.37% |
$5.3K - $5.7K
|
6.41K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-24- 0.92% |
$5.3K - $5.7K
|
2.59K
$931K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 3.88% |
$5.53K - $5.94K
|
620
$222K
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-25- 0.96% |
$5.53K - $5.94K
|
2.59K
$929K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-25- 0.38% |
$5.53K - $5.94K
|
6.58K
$2.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 2.54% |
$5.53K - $5.94K
|
958
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.18% |
$5.53K - $5.94K
|
13.7K
$4.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-25- 0.44% |
$5.53K - $5.94K
|
5.62K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-25- 0.73% |
$5.53K - $5.94K
|
3.4K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-26- 0.43% |
$5.75K - $6.17K
|
5.97K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-26- 1.81% |
$5.75K - $6.17K
|
1.41K
$507K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-27- 0.16% |
$5.97K - $6.41K
|
16.6K
$5.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-27- 6.91% |
$5.97K - $6.41K
|
364
$131K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-27- 0.1% |
$5.97K - $6.41K
|
27.3K
$9.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-27- 0.51% |
$5.97K - $6.41K
|
5.29K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-27- 0.19% |
$5.97K - $6.41K
|
14.5K
$5.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-27- 0.76% |
$5.97K - $6.41K
|
3.53K
$1.27M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-27- 0.68% |
$5.97K - $6.41K
|
3.96K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-28- 0.85% |
$6.19K - $6.65K
|
3.26K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28- 2.93% |
$6.19K - $6.65K
|
927
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-29- 74.36% |
$6.41K - $6.89K
|
10
$3.59K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-30- 0.2% |
$6.63K - $7.12K
|
14.7K
$5.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-30- 2.58% |
$6.63K - $7.12K
|
1.14K
$407K
|