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 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-36- 2.1% |
$7.96K - $8.55K
|
1.68K
$520K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 0.35% |
$7.96K - $8.55K
|
10.2K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-36- 2.1% |
$7.96K - $8.55K
|
1.68K
$520K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-37- 0.52% |
$8.18K - $8.79K
|
7.03K
$2.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-37- 9.32% |
$8.18K - $8.79K
|
360
$112K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-37- 0.57% |
$8.18K - $8.79K
|
6.44K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-37- 0.27% |
$8.18K - $8.79K
|
13.6K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-37- 0.26% |
$8.18K - $8.79K
|
13.9K
$4.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-38- 0.84% |
$8.4K - $9.02K
|
4.51K
$1.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-38- 2.08% |
$8.4K - $9.02K
|
1.79K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-38- 0.71% |
$8.4K - $9.02K
|
5.31K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-38- 2.11% |
$8.4K - $9.02K
|
1.77K
$547K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-39- 3.78% |
$8.62K - $9.26K
|
994
$308K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 0.1% |
$8.62K - $9.26K
|
40.6K
$12.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-39- 0.16% |
$8.62K - $9.26K
|
24.8K
$7.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-40- 0.23% |
$8.84K - $9.5K
|
17.5K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-40- 1.05% |
$8.84K - $9.5K
|
3.78K
$1.17M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.36% |
$8.84K - $9.5K
|
2.91K
$902K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-41- 1.28% |
$9.06K - $9.74K
|
3.15K
$976K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-42- 1.8% |
$9.28K - $9.97K
|
2.29K
$708K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-42- 0.05% |
$9.28K - $9.97K
|
78.7K
$24.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-42- 2.6% |
$9.28K - $9.97K
|
1.57K
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-42- 0.73% |
$9.28K - $9.97K
|
5.72K
$1.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-44- 1.59% |
$9.73K - $10.4K
|
2.73K
$846K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-44- 1.56% |
$9.73K - $10.4K
|
2.77K
$858K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-44- 3.4% |
$9.73K - $10.4K
|
1.25K
$388K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 1.12% |
$9.73K - $10.4K
|
3.88K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-45- 0.41% |
$9.95K - $10.7K
|
11K
$3.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-45- 2.97% |
$9.95K - $10.7K
|
1.47K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-45- 3.55% |
$9.95K - $10.7K
|
1.22K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-45- 3.58% |
$9.95K - $10.7K
|
1.21K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-45- 0.9% |
$9.95K - $10.7K
|
4.98K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-45- 4.79% |
$9.95K - $10.7K
|
895
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-45- 0.21% |
$9.95K - $10.7K
|
21.4K
$6.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-46- 0.27% |
$10.2K - $10.9K
|
17.2K
$5.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-46- 3.83% |
$10.2K - $10.9K
|
1.15K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-46- 1.89% |
$10.2K - $10.9K
|
2.39K
$741K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-47- 0.7% |
$10.4K - $11.2K
|
6.63K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-47- 2.22% |
$10.4K - $11.2K
|
2.07K
$642K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-47- 0.41% |
$10.4K - $11.2K
|
11.4K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-47- 5.59% |
$10.4K - $11.2K
|
794
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-47- 0.95% |
$10.4K - $11.2K
|
4.88K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-48- 2.04% |
$10.6K - $11.4K
|
2.3K
$713K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-48- 0.3% |
$10.6K - $11.4K
|
16K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-49- 0.76% |
$10.8K - $11.6K
|
6.4K
$1.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-49- 0.1% |
$10.8K - $11.6K
|
51.1K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 0.45% |
$10.8K - $11.6K
|
10.7K
$3.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-50- 1.32% |
$11.1K - $11.9K
|
3.74K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-50- 3.6% |
$11.1K - $11.9K
|
1.34K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 3.6% |
$11.1K - $11.9K
|
1.34K
$415K
|