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 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-170- 4.7% |
$37.6K - $40.4K
|
3.45K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-170- 1.02% |
$37.6K - $40.4K
|
16.5K
$5.18M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-171- 3.68% |
$37.8K - $40.6K
|
4.47K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-171- 4.65% |
$37.8K - $40.6K
|
3.51K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-172- 3.34% |
$38K - $40.8K
|
4.98K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-172- 0.13% |
$38K - $40.8K
|
129K
$40.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-175- 0.64% |
$38.7K - $41.6K
|
27.1K
$8.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 1.39% |
$38.7K - $41.6K
|
12.4K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-175- 4.1% |
$38.7K - $41.6K
|
4.1K
$1.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-176- 12.2% |
$38.9K - $41.8K
|
1.27K
$397K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-176- 0.4% |
$38.9K - $41.8K
|
43.4K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-177- 2.97% |
$39.1K - $42K
|
5.79K
$1.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-177- 9.71% |
$39.1K - $42K
|
1.65K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-178- 7.62% |
$39.3K - $42.3K
|
2.16K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-179- 3.42% |
$39.6K - $42.5K
|
5.06K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-180- 1.03% |
$39.8K - $42.7K
|
17.2K
$5.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-180- 10.53% |
$39.8K - $42.7K
|
1.53K
$479K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-186- 4.97% |
$41.1K - $44.2K
|
3.55K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-187- 10.45% |
$41.3K - $44.4K
|
1.6K
$502K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-188- 4.03% |
$41.6K - $44.6K
|
4.48K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-188- 2.17% |
$41.6K - $44.6K
|
8.5K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 0.6% |
$42K - $45.1K
|
31.4K
$9.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-190- 7.32% |
$42K - $45.1K
|
2.41K
$754K
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-191- 1.0% |
$42.2K - $45.4K
|
18.9K
$5.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-193- 0.34% |
$42.7K - $45.8K
|
57K
$17.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-193- 1.14% |
$42.7K - $45.8K
|
16.8K
$5.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-193- 0.45% |
$42.7K - $45.8K
|
42.6K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-194- 5.78% |
$42.9K - $46.1K
|
3.17K
$991K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-194- 1.0% |
$42.9K - $46.1K
|
19.1K
$5.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-194- 4.65% |
$42.9K - $46.1K
|
3.98K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-194- 1.78% |
$42.9K - $46.1K
|
10.7K
$3.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-195- 3.47% |
$43.1K - $46.3K
|
5.42K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-195- 2.48% |
$43.1K - $46.3K
|
7.66K
$2.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-195- 1.24% |
$43.1K - $46.3K
|
15.5K
$4.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-195- 1.87% |
$43.1K - $46.3K
|
10.2K
$3.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-197- 14.96% |
$43.5K - $46.8K
|
1.12K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-198- 3.64% |
$43.8K - $47K
|
5.24K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-199- 0.94% |
$44K - $47.3K
|
21.1K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-199- 0.26% |
$44K - $47.3K
|
76.7K
$24M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-200- 86.96% |
$44.2K - $47.5K
|
30
$9.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-200- 7.92% |
$44.2K - $47.5K
|
2.33K
$728K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 7.41% |
$44.2K - $47.5K
|
2.5K
$783K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 4.57% |
$44.2K - $47.5K
|
4.18K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-200- 7.84% |
$44.2K - $47.5K
|
2.35K
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 2.22% |
$44.2K - $47.5K
|
8.79K
$2.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-201- 1.18% |
$44.4K - $47.7K
|
16.8K
$5.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-203- 4.79% |
$44.9K - $48.2K
|
4.04K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-203- 5.48% |
$44.9K - $48.2K
|
3.5K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-205- 10.8% |
$45.3K - $48.7K
|
1.69K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-207- 8.0% |
$45.8K - $49.2K
|
2.38K
$745K
|