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 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-137- 4.98% |
$30.3K - $32.5K
|
2.61K
$810K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-138- 1.84% |
$30.5K - $32.8K
|
7.38K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-138- 7.51% |
$30.5K - $32.8K
|
1.7K
$527K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-139- 1.85% |
$30.7K - $33K
|
7.39K
$2.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-140- 1.38% |
$30.9K - $33.2K
|
10K
$3.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-140- 0.79% |
$30.9K - $33.2K
|
17.6K
$5.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-140- 10.58% |
$30.9K - $33.2K
|
1.18K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-140- 3.35% |
$30.9K - $33.2K
|
4.05K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-141- 0.49% |
$31.2K - $33.5K
|
28.5K
$8.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 1.3% |
$31.2K - $33.5K
|
10.7K
$3.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-145- 1.73% |
$32K - $34.4K
|
8.21K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-145- 11.27% |
$32K - $34.4K
|
1.14K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-146- 0.23% |
$32.3K - $34.7K
|
63.4K
$19.6M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-148- 2.37% |
$32.7K - $35.1K
|
6.1K
$1.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-149- 2.37% |
$32.9K - $35.4K
|
6.14K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-149- 6.1% |
$32.9K - $35.4K
|
2.3K
$711K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-149- 0.93% |
$32.9K - $35.4K
|
15.9K
$4.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-150- 10.0% |
$33.2K - $35.6K
|
1.35K
$418K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-150- 1.6% |
$33.2K - $35.6K
|
9.2K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-150- 0.51% |
$33.2K - $35.6K
|
29.4K
$9.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-152- 0.37% |
$33.6K - $36.1K
|
41.5K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-152- 0.24% |
$33.6K - $36.1K
|
64.5K
$20M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-152- 3.87% |
$33.6K - $36.1K
|
3.78K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-152- 13.61% |
$33.6K - $36.1K
|
965
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-152- 0.85% |
$33.6K - $36.1K
|
17.8K
$5.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-153- 6.09% |
$33.8K - $36.3K
|
2.36K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-153- 1.35% |
$33.8K - $36.3K
|
11.2K
$3.47M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-153- 1.13% |
$33.8K - $36.3K
|
13.3K
$4.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-154- 0.49% |
$34K - $36.6K
|
31.1K
$9.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-155- 3.09% |
$34.3K - $36.8K
|
4.86K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-155- 0.78% |
$34.3K - $36.8K
|
19.6K
$6.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-155- 0.41% |
$34.3K - $36.8K
|
37.4K
$11.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-155- 0.19% |
$34.3K - $36.8K
|
83.1K
$25.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-156- 0.79% |
$34.5K - $37K
|
19.6K
$6.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-158- 1.33% |
$34.9K - $37.5K
|
11.7K
$3.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-159- 0.68% |
$35.1K - $37.8K
|
23.4K
$7.24M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-159- 10.39% |
$35.1K - $37.8K
|
1.37K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-160- 8.03% |
$35.4K - $38K
|
1.83K
$568K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-162- 4.93% |
$35.8K - $38.5K
|
3.12K
$967K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-163- 13.34% |
$36K - $38.7K
|
1.06K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-164- 0.59% |
$36.2K - $38.9K
|
27.8K
$8.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-165- 1.04% |
$36.5K - $39.2K
|
15.7K
$4.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-165- 5.23% |
$36.5K - $39.2K
|
2.99K
$927K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-167- 0.62% |
$36.9K - $39.7K
|
26.6K
$8.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-167- 2.92% |
$36.9K - $39.7K
|
5.55K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-168- 0.63% |
$37.1K - $39.9K
|
26.7K
$8.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-168- 1.26% |
$37.1K - $39.9K
|
13.2K
$4.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-169- 2.26% |
$37.4K - $40.1K
|
7.32K
$2.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-170- 1.23% |
$37.6K - $40.4K
|
13.6K
$4.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-170- 4.7% |
$37.6K - $40.4K
|
3.45K
$1.07M
|