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 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-398- 6.37% |
$88K - $94.5K
|
5.85K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-400- 1.38% |
$88.4K - $95K
|
28.5K
$8.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-402- 2.77% |
$88.9K - $95.5K
|
14.1K
$4.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-403- 1.28% |
$89.1K - $95.7K
|
31K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-405- 1.75% |
$89.5K - $96.2K
|
22.7K
$7.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-406- 0.46% |
$89.7K - $96.4K
|
87.3K
$27.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-408- 3.18% |
$90.2K - $96.9K
|
12.4K
$3.89M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-411- 1.12% |
$90.8K - $97.6K
|
36.2K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-413- 1.21% |
$91.3K - $98.1K
|
33.7K
$10.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-415- 2.46% |
$91.7K - $98.6K
|
16.5K
$5.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-415- 1.15% |
$91.7K - $98.6K
|
35.7K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-418- 5.99% |
$92.4K - $99.3K
|
6.56K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-421- 0.39% |
$93.1K - $100K
|
107K
$33.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-424- 7.08% |
$93.7K - $101K
|
5.57K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-425- 1.5% |
$93.9K - $101K
|
27.8K
$8.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-425- 11.88% |
$93.9K - $101K
|
3.15K
$987K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-425- 7.65% |
$93.9K - $101K
|
5.13K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-425- 1.38% |
$93.9K - $101K
|
30.4K
$9.51M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-427- 2.72% |
$94.4K - $101K
|
15.3K
$4.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-428- 6.99% |
$94.6K - $102K
|
5.69K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-428- 6.33% |
$94.6K - $102K
|
6.33K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-431- 1.64% |
$95.3K - $102K
|
25.9K
$8.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-432- 13.38% |
$95.5K - $103K
|
2.8K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-437- 0.45% |
$96.6K - $104K
|
96.9K
$30.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-438- 32.18% |
$96.8K - $104K
|
923
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-438- 0.62% |
$96.8K - $104K
|
70.1K
$22M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-439- 2.59% |
$97K - $104K
|
16.5K
$5.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-442- 1.04% |
$97.7K - $105K
|
42.2K
$13.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-443- 5.55% |
$97.9K - $105K
|
7.54K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-448- 8.46% |
$99K - $106K
|
4.85K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-450- 96.98% |
$99.5K - $107K
|
14
$4.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-450- 13.69% |
$99.5K - $107K
|
2.84K
$889K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-453- 7.1% |
$100K - $108K
|
5.93K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-456- 11.49% |
$101K - $108K
|
3.51K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-458- 0.82% |
$101K - $109K
|
55.5K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-458- 2.57% |
$101K - $109K
|
17.4K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-459- 28.42% |
$101K - $109K
|
1.16K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-463- 6.79% |
$102K - $110K
|
6.36K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-466- 1.2% |
$103K - $111K
|
38.2K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-467- 19.36% |
$103K - $111K
|
1.95K
$609K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-468- 3.81% |
$103K - $111K
|
11.8K
$3.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-468- 19.38% |
$103K - $111K
|
1.95K
$610K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-469- 2.6% |
$104K - $111K
|
17.5K
$5.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-469- 7.88% |
$104K - $111K
|
5.48K
$1.72M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-470- 8.37% |
$104K - $112K
|
5.15K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-470- 8.37% |
$104K - $112K
|
5.15K
$1.61M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-470- 18.5% |
$104K - $112K
|
2.07K
$649K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-472- 3.22% |
$104K - $112K
|
14.2K
$4.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-473- 1.8% |
$105K - $112K
|
25.9K
$8.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-474- 8.59% |
$105K - $113K
|
5.05K
$1.58M
|