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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-600- 21.97% |
$133K - $142K
|
2.13K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-605- 0.95% |
$134K - $144K
|
63.3K
$19.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-608- 2.16% |
$134K - $144K
|
27.5K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-610- 1.12% |
$135K - $145K
|
53.8K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-611- 2.88% |
$135K - $145K
|
20.6K
$6.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-612- 3.67% |
$135K - $145K
|
16.1K
$4.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-612- 14.8% |
$135K - $145K
|
3.52K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-616- 1.27% |
$136K - $146K
|
48K
$14.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-623- 2.02% |
$138K - $148K
|
30.2K
$9.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-623- 32.6% |
$138K - $148K
|
1.29K
$399K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-625- 39.86% |
$138K - $148K
|
943
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-629- 24.82% |
$139K - $149K
|
1.91K
$590K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-630- 15.7% |
$139K - $150K
|
3.38K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-631- 6.67% |
$139K - $150K
|
8.83K
$2.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-632- 1.18% |
$140K - $150K
|
52.9K
$16.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 2.12% |
$141K - $152K
|
29.5K
$9.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-638- 21.27% |
$141K - $152K
|
2.36K
$732K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-639- 39.47% |
$141K - $152K
|
980
$304K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-641- 3.09% |
$142K - $152K
|
20.1K
$6.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-648- 1.35% |
$143K - $154K
|
47.4K
$14.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-650- 7.93% |
$144K - $154K
|
7.55K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-650- 16.21% |
$144K - $154K
|
3.36K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-651- 1.4% |
$144K - $155K
|
45.7K
$14.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-654- 7.75% |
$145K - $155K
|
7.79K
$2.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-655- 2.9% |
$145K - $156K
|
22K
$6.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-657- 10.51% |
$145K - $156K
|
5.59K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-657- 5.43% |
$145K - $156K
|
11.4K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-660- 7.14% |
$146K - $157K
|
8.59K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-661- 16.7% |
$146K - $157K
|
3.3K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-662- 2.39% |
$146K - $157K
|
27.1K
$8.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-665- 2.94% |
$147K - $158K
|
22K
$6.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-670- 0.76% |
$148K - $159K
|
87K
$27M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-672- 4.79% |
$149K - $160K
|
13.4K
$4.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-677- 1.69% |
$150K - $161K
|
39.4K
$12.2M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-677- 16.24% |
$150K - $161K
|
3.49K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-684- 0.77% |
$151K - $162K
|
88K
$27.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-688- 11.31% |
$152K - $163K
|
5.39K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-691- 11.07% |
$153K - $164K
|
5.55K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-698- 0.91% |
$154K - $166K
|
76K
$23.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-700- 3.44% |
$155K - $166K
|
19.7K
$6.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-702- 21.42% |
$155K - $167K
|
2.58K
$798K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-704- 24.56% |
$156K - $167K
|
2.16K
$670K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-707- 25.03% |
$156K - $168K
|
2.12K
$656K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-710- 10.54% |
$157K - $169K
|
6.03K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-711- 2.41% |
$157K - $169K
|
28.8K
$8.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-713- 1.2% |
$158K - $169K
|
58.8K
$18.2M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-713- 23.81% |
$158K - $169K
|
2.28K
$707K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-727- 3.79% |
$161K - $173K
|
18.5K
$5.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-728- 4.06% |
$161K - $173K
|
17.2K
$5.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-732- 8.82% |
$162K - $174K
|
7.56K
$2.34M
|