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 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-534- 20.03% |
$118K - $127K
|
2.13K
$760K
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-535- 0.66% |
$118K - $127K
|
80.3K
$28.6M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-537- 2.39% |
$119K - $128K
|
21.9K
$7.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-538- 0.72% |
$119K - $128K
|
73.7K
$26.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-542- 25.83% |
$120K - $129K
|
1.56K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-542- 1.12% |
$120K - $129K
|
47.8K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-544- 3.05% |
$120K - $129K
|
17.3K
$6.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-545- 7.29% |
$120K - $129K
|
6.94K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-545- 1.03% |
$120K - $129K
|
52.2K
$18.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-546- 0.79% |
$121K - $130K
|
68.2K
$24.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-546- 1.25% |
$121K - $130K
|
43.3K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-550- 10.94% |
$122K - $131K
|
4.48K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-552- 12.25% |
$122K - $131K
|
3.95K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-554- 6.4% |
$122K - $132K
|
8.1K
$2.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-558- 4.04% |
$123K - $133K
|
13.3K
$4.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-568- 11.78% |
$126K - $135K
|
4.26K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-572- 1.02% |
$126K - $136K
|
55.4K
$19.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-572- 4.61% |
$126K - $136K
|
11.8K
$4.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-578- 0.33% |
$128K - $137K
|
173K
$61.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-587- 1.68% |
$130K - $139K
|
34.3K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-594- 1.42% |
$131K - $141K
|
41.3K
$14.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-595- 2.89% |
$132K - $141K
|
20K
$7.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-596- 2.32% |
$132K - $142K
|
25.1K
$8.93M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-600- 21.97% |
$133K - $142K
|
2.13K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-605- 0.95% |
$134K - $144K
|
63.3K
$22.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-608- 2.16% |
$134K - $144K
|
27.5K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-610- 1.12% |
$135K - $145K
|
53.8K
$19.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-611- 2.88% |
$135K - $145K
|
20.6K
$7.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-612- 3.67% |
$135K - $145K
|
16.1K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-612- 14.8% |
$135K - $145K
|
3.52K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-616- 1.27% |
$136K - $146K
|
48K
$17.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-623- 2.02% |
$138K - $148K
|
30.2K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-623- 32.6% |
$138K - $148K
|
1.29K
$459K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-625- 39.86% |
$138K - $148K
|
943
$336K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-629- 24.82% |
$139K - $149K
|
1.91K
$679K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-630- 15.7% |
$139K - $150K
|
3.38K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-631- 6.67% |
$139K - $150K
|
8.83K
$3.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-632- 1.18% |
$140K - $150K
|
52.9K
$18.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 2.12% |
$141K - $152K
|
29.5K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-638- 21.27% |
$141K - $152K
|
2.36K
$842K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-639- 39.47% |
$141K - $152K
|
980
$350K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-641- 3.09% |
$142K - $152K
|
20.1K
$7.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-648- 1.35% |
$143K - $154K
|
47.4K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-650- 7.93% |
$144K - $154K
|
7.55K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-650- 16.21% |
$144K - $154K
|
3.36K
$1.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-651- 1.4% |
$144K - $155K
|
45.7K
$16.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-654- 7.75% |
$145K - $155K
|
7.79K
$2.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-655- 2.9% |
$145K - $156K
|
22K
$7.83M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-657- 10.51% |
$145K - $156K
|
5.59K
$1.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-657- 5.43% |
$145K - $156K
|
11.4K
$4.08M
|