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 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-59- 1.15% |
$13K - $14K
|
5.09K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-60- 0.29% |
$13.3K - $14.2K
|
20.4K
$7.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-60- 1.24% |
$13.3K - $14.2K
|
4.77K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-60- 1.31% |
$13.3K - $14.2K
|
4.52K
$1.62M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-60- 1.45% |
$13.3K - $14.2K
|
4.07K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-61- 2.27% |
$13.5K - $14.5K
|
2.63K
$943K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-61- 0.93% |
$13.5K - $14.5K
|
6.47K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 0.09% |
$13.7K - $14.7K
|
67K
$24M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-62- 4.13% |
$13.7K - $14.7K
|
1.44K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-62- 0.18% |
$13.7K - $14.7K
|
33.6K
$12M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-62- 0.06% |
$13.7K - $14.7K
|
96.4K
$34.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 0.09% |
$13.7K - $14.7K
|
67K
$24M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-64- 1.61% |
$14.1K - $15.2K
|
3.92K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-64- 3.85% |
$14.1K - $15.2K
|
1.6K
$573K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-64- 5.82% |
$14.1K - $15.2K
|
1.04K
$372K
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-65- 4.18% |
$14.4K - $15.4K
|
1.49K
$535K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-66- 3.42% |
$14.6K - $15.7K
|
1.87K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-66- 1.95% |
$14.6K - $15.7K
|
3.31K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-67- 3.97% |
$14.8K - $15.9K
|
1.62K
$581K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-67- 2.84% |
$14.8K - $15.9K
|
2.29K
$821K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-68- 0.48% |
$15K - $16.1K
|
14K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 2.92% |
$15K - $16.1K
|
2.26K
$811K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-70- 0.79% |
$15.5K - $16.6K
|
8.77K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-70- 0.53% |
$15.5K - $16.6K
|
13.3K
$4.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-71- 1.74% |
$15.7K - $16.9K
|
4.01K
$1.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-71- 2.08% |
$15.7K - $16.9K
|
3.34K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.63% |
$15.7K - $16.9K
|
11.2K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-71- 1.71% |
$15.7K - $16.9K
|
4.09K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-72- 3.17% |
$15.9K - $17.1K
|
2.2K
$790K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-72- 1.32% |
$15.9K - $17.1K
|
5.38K
$1.93M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-73- 0.88% |
$16.1K - $17.3K
|
8.2K
$2.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-73- 7.65% |
$16.1K - $17.3K
|
881
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-73- 1.83% |
$16.1K - $17.3K
|
3.92K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.31% |
$16.1K - $17.3K
|
23.6K
$8.49M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-73- 1.17% |
$16.1K - $17.3K
|
6.18K
$2.22M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-73- 1.17% |
$16.1K - $17.3K
|
6.18K
$2.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-74- 13.65% |
$16.4K - $17.6K
|
468
$168K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-74- 0.94% |
$16.4K - $17.6K
|
7.78K
$2.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-74- 0.86% |
$16.4K - $17.6K
|
8.5K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-74- 7.87% |
$16.4K - $17.6K
|
866
$311K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-75- 2.94% |
$16.6K - $17.8K
|
2.47K
$887K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-75- 7.23% |
$16.6K - $17.8K
|
963
$346K
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-75- 0.98% |
$16.6K - $17.8K
|
7.55K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-75- 0.12% |
$16.6K - $17.8K
|
60.8K
$21.8M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-75- 5.88% |
$16.6K - $17.8K
|
1.2K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 1.51% |
$16.8K - $18K
|
4.97K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-76- 1.29% |
$16.8K - $18K
|
5.84K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-76- 2.15% |
$16.8K - $18K
|
3.46K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-77- 0.18% |
$17K - $18.3K
|
43.6K
$15.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-77- 1.55% |
$17K - $18.3K
|
4.89K
$1.75M
|