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 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-91- 2.8% |
$20.1K - $21.6K
|
3.16K
$991K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-92- 8.06% |
$20.3K - $21.8K
|
1.05K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-92- 1.23% |
$20.3K - $21.8K
|
7.38K
$2.31M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-93- 3.89% |
$20.6K - $22.1K
|
2.3K
$720K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-93- 0.86% |
$20.6K - $22.1K
|
10.8K
$3.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-94- 2.92% |
$20.8K - $22.3K
|
3.12K
$978K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-94- 1.19% |
$20.8K - $22.3K
|
7.82K
$2.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-95- 0.34% |
$21K - $22.6K
|
28.3K
$8.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-95- 1.66% |
$21K - $22.6K
|
5.62K
$1.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-95- 1.26% |
$21K - $22.6K
|
7.44K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-95- 1.99% |
$21K - $22.6K
|
4.67K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-97- 2.82% |
$21.4K - $23K
|
3.35K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-97- 1.0% |
$21.4K - $23K
|
9.58K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-97- 0.89% |
$21.4K - $23K
|
10.9K
$3.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-97- 3.16% |
$21.4K - $23K
|
2.97K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-97- 0.26% |
$21.4K - $23K
|
37.2K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-99- 6.97% |
$21.9K - $23.5K
|
1.32K
$414K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-99- 1.4% |
$21.9K - $23.5K
|
6.95K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-99- 3.33% |
$21.9K - $23.5K
|
2.88K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-99- 22.3% |
$21.9K - $23.5K
|
345
$108K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 7.37% |
$22.1K - $23.7K
|
1.26K
$393K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 6.84% |
$22.1K - $23.7K
|
1.36K
$427K
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.68% |
$22.1K - $23.7K
|
14.6K
$4.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 3.48% |
$22.1K - $23.7K
|
2.77K
$868K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 1.12% |
$22.1K - $23.7K
|
8.82K
$2.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-100- 0.1% |
$22.1K - $23.7K
|
101K
$31.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 0.77% |
$22.1K - $23.7K
|
12.8K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-100- 3.71% |
$22.1K - $23.7K
|
2.6K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 4.15% |
$22.1K - $23.7K
|
2.31K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-100- 0.56% |
$22.1K - $23.7K
|
17.7K
$5.54M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 3.01% |
$22.1K - $23.7K
|
3.22K
$1.01M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-101- 2.47% |
$22.3K - $24K
|
3.99K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-101- 0.25% |
$22.3K - $24K
|
40.8K
$12.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-102- 0.54% |
$22.5K - $24.2K
|
18.6K
$5.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-102- 4.58% |
$22.5K - $24.2K
|
2.13K
$666K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-102- 2.24% |
$22.5K - $24.2K
|
4.45K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 3.05% |
$22.8K - $24.5K
|
3.28K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-103- 0.42% |
$22.8K - $24.5K
|
24.3K
$7.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-103- 0.49% |
$22.8K - $24.5K
|
21K
$6.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-104- 1.02% |
$23K - $24.7K
|
10.1K
$3.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-104- 8.01% |
$23K - $24.7K
|
1.19K
$374K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-104- 0.85% |
$23K - $24.7K
|
12.2K
$3.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-104- 2.55% |
$23K - $24.7K
|
3.97K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-105- 1.59% |
$23.2K - $24.9K
|
6.48K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-105- 2.58% |
$23.2K - $24.9K
|
3.96K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 0.96% |
$23.2K - $24.9K
|
10.8K
$3.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-105- 7.09% |
$23.2K - $24.9K
|
1.38K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-105- 2.27% |
$23.2K - $24.9K
|
4.52K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 2.12% |
$23.7K - $25.4K
|
4.95K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-107- 2.03% |
$23.7K - $25.4K
|
5.15K
$1.61M
|