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 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-50- 5.46% |
$11.1K - $11.9K
|
866
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.67% |
$11.1K - $11.9K
|
7.44K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-50- 1.87% |
$11.1K - $11.9K
|
2.63K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-50- 25.0% |
$11.1K - $11.9K
|
150
$46.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-50- 15.63% |
$11.1K - $11.9K
|
270
$83.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 28.57% |
$11.1K - $11.9K
|
125
$38.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
SELL
|
- |
-50- 0.07% |
$11.1K - $11.9K
|
71.1K
$22M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-50- 0.86% |
$11.1K - $11.9K
|
5.78K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 11.63% |
$11.1K - $11.9K
|
380
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-50- 0.74% |
$11.1K - $11.9K
|
6.69K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 2.0% |
$11.1K - $11.9K
|
2.45K
$761K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 12.2% |
$11.1K - $11.9K
|
360
$112K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 3.89% |
$11.1K - $11.9K
|
1.24K
$383K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-51- 0.51% |
$11.3K - $12.1K
|
10K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-51- 1.74% |
$11.3K - $12.1K
|
2.87K
$890K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-52- 2.22% |
$11.5K - $12.3K
|
2.29K
$709K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-52- 2.18% |
$11.5K - $12.3K
|
2.34K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-52- 4.33% |
$11.5K - $12.3K
|
1.15K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-53- 0.24% |
$11.7K - $12.6K
|
21.7K
$6.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-53- 1.65% |
$11.7K - $12.6K
|
3.17K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-53- 0.32% |
$11.7K - $12.6K
|
16.7K
$5.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-54- 13.3% |
$11.9K - $12.8K
|
352
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-54- 0.63% |
$11.9K - $12.8K
|
8.48K
$2.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-55- 1.17% |
$12.2K - $13.1K
|
4.67K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-55- 0.22% |
$12.2K - $13.1K
|
24.5K
$7.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-57- 0.09% |
$12.6K - $13.5K
|
65.3K
$20.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-57- 2.38% |
$12.6K - $13.5K
|
2.34K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-57- 0.26% |
$12.6K - $13.5K
|
22K
$6.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-58- 29.15% |
$12.8K - $13.8K
|
141
$43.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-59- 1.15% |
$13K - $14K
|
5.09K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-60- 0.29% |
$13.3K - $14.2K
|
20.4K
$6.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-60- 1.24% |
$13.3K - $14.2K
|
4.77K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-60- 1.31% |
$13.3K - $14.2K
|
4.52K
$1.4M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-60- 1.45% |
$13.3K - $14.2K
|
4.07K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-61- 2.27% |
$13.5K - $14.5K
|
2.63K
$815K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-61- 0.93% |
$13.5K - $14.5K
|
6.47K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 0.09% |
$13.7K - $14.7K
|
67K
$20.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-62- 4.13% |
$13.7K - $14.7K
|
1.44K
$446K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-62- 0.18% |
$13.7K - $14.7K
|
33.6K
$10.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-62- 0.06% |
$13.7K - $14.7K
|
96.4K
$29.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 0.09% |
$13.7K - $14.7K
|
67K
$20.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-64- 1.61% |
$14.1K - $15.2K
|
3.92K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-64- 3.85% |
$14.1K - $15.2K
|
1.6K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-64- 5.82% |
$14.1K - $15.2K
|
1.04K
$321K
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-65- 4.18% |
$14.4K - $15.4K
|
1.49K
$462K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-66- 3.42% |
$14.6K - $15.7K
|
1.87K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-66- 1.95% |
$14.6K - $15.7K
|
3.31K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-67- 3.97% |
$14.8K - $15.9K
|
1.62K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-67- 2.84% |
$14.8K - $15.9K
|
2.29K
$709K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-68- 0.48% |
$15K - $16.1K
|
14K
$4.35M
|