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 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-68- 0.48% |
$15K - $16.1K
|
14K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 2.92% |
$15K - $16.1K
|
2.26K
$707K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-70- 0.79% |
$15.5K - $16.6K
|
8.77K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-70- 0.53% |
$15.5K - $16.6K
|
13.3K
$4.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-71- 1.74% |
$15.7K - $16.9K
|
4.01K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-71- 2.08% |
$15.7K - $16.9K
|
3.34K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.63% |
$15.7K - $16.9K
|
11.2K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-71- 1.71% |
$15.7K - $16.9K
|
4.09K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-72- 3.17% |
$15.9K - $17.1K
|
2.2K
$689K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-72- 1.32% |
$15.9K - $17.1K
|
5.38K
$1.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-73- 0.88% |
$16.1K - $17.3K
|
8.2K
$2.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-73- 7.65% |
$16.1K - $17.3K
|
881
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-73- 1.83% |
$16.1K - $17.3K
|
3.92K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.31% |
$16.1K - $17.3K
|
23.6K
$7.41M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-73- 1.17% |
$16.1K - $17.3K
|
6.18K
$1.94M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-73- 1.17% |
$16.1K - $17.3K
|
6.18K
$1.94M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-74- 13.65% |
$16.4K - $17.6K
|
468
$147K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-74- 0.94% |
$16.4K - $17.6K
|
7.78K
$2.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-74- 0.86% |
$16.4K - $17.6K
|
8.5K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-74- 7.87% |
$16.4K - $17.6K
|
866
$271K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-75- 2.94% |
$16.6K - $17.8K
|
2.47K
$775K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-75- 7.23% |
$16.6K - $17.8K
|
963
$302K
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-75- 0.98% |
$16.6K - $17.8K
|
7.55K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-75- 0.12% |
$16.6K - $17.8K
|
60.8K
$19M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-75- 5.88% |
$16.6K - $17.8K
|
1.2K
$376K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 1.51% |
$16.8K - $18K
|
4.97K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-76- 1.29% |
$16.8K - $18K
|
5.84K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-76- 2.15% |
$16.8K - $18K
|
3.46K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-77- 0.18% |
$17K - $18.3K
|
43.6K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-77- 1.55% |
$17K - $18.3K
|
4.89K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-78- 2.32% |
$17.2K - $18.5K
|
3.29K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-78- 7.54% |
$17.2K - $18.5K
|
957
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-78- 0.96% |
$17.2K - $18.5K
|
8.03K
$2.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-79- 2.64% |
$17.5K - $18.8K
|
2.92K
$914K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-79- 3.64% |
$17.5K - $18.8K
|
2.09K
$655K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-79- 5.11% |
$17.5K - $18.8K
|
1.47K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-79- 7.31% |
$17.5K - $18.8K
|
1K
$314K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-79- 69.3% |
$17.5K - $18.8K
|
35
$11K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-80- 0.95% |
$17.7K - $19K
|
8.31K
$2.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-81- 7.23% |
$17.9K - $19.2K
|
1.04K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-81- 0.59% |
$17.9K - $19.2K
|
13.7K
$4.29M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 9.71% |
$17.9K - $19.2K
|
753
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-82- 0.85% |
$18.1K - $19.5K
|
9.6K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-83- 8.3% |
$18.3K - $19.7K
|
917
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-85- 4.31% |
$18.8K - $20.2K
|
1.89K
$591K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-85- 0.8% |
$18.8K - $20.2K
|
10.5K
$3.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-86- 0.52% |
$19K - $20.4K
|
16.5K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-86- 0.79% |
$19K - $20.4K
|
10.8K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-86- 2.39% |
$19K - $20.4K
|
3.52K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-89- 0.8% |
$19.7K - $21.1K
|
11.1K
$3.47M
|