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 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-660- 7.14% |
$146K - $157K
|
8.59K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-661- 16.7% |
$146K - $157K
|
3.3K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-662- 2.39% |
$146K - $157K
|
27.1K
$9.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-665- 2.94% |
$147K - $158K
|
22K
$7.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-670- 0.76% |
$148K - $159K
|
87K
$31M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-672- 4.79% |
$149K - $160K
|
13.4K
$4.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-677- 1.69% |
$150K - $161K
|
39.4K
$14.1M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-677- 16.24% |
$150K - $161K
|
3.49K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-684- 0.77% |
$151K - $162K
|
88K
$31.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-688- 11.31% |
$152K - $163K
|
5.39K
$1.92M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-690- 10.44% |
$153K - $164K
|
5.92K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-691- 11.07% |
$153K - $164K
|
5.55K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-698- 0.91% |
$154K - $166K
|
76K
$27.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-700- 3.44% |
$155K - $166K
|
19.7K
$7.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-702- 21.42% |
$155K - $167K
|
2.58K
$919K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-704- 24.56% |
$156K - $167K
|
2.16K
$771K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-707- 25.03% |
$156K - $168K
|
2.12K
$755K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-710- 10.54% |
$157K - $169K
|
6.03K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-711- 2.41% |
$157K - $169K
|
28.8K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-713- 1.2% |
$158K - $169K
|
58.8K
$21M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-713- 23.81% |
$158K - $169K
|
2.28K
$813K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-727- 3.79% |
$161K - $173K
|
18.5K
$6.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-728- 4.06% |
$161K - $173K
|
17.2K
$6.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-732- 8.82% |
$162K - $174K
|
7.56K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-738- 3.92% |
$163K - $175K
|
18.1K
$6.45M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-743- 3.88% |
$164K - $176K
|
18.4K
$6.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-743- 33.93% |
$164K - $176K
|
1.45K
$516K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-748- 3.01% |
$165K - $178K
|
24.1K
$8.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-751- 6.55% |
$166K - $178K
|
10.7K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-752- 21.7% |
$166K - $179K
|
2.71K
$968K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-753- 0.65% |
$166K - $179K
|
115K
$41M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-763- 38.42% |
$169K - $181K
|
1.22K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-763- 23.84% |
$169K - $181K
|
2.44K
$869K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-764- 1.07% |
$169K - $181K
|
70.5K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-764- 0.34% |
$169K - $181K
|
226K
$80.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-773- 2.28% |
$171K - $184K
|
33.1K
$11.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-775- 6.94% |
$171K - $184K
|
10.4K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-776- 3.61% |
$172K - $184K
|
20.7K
$7.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-782- 5.96% |
$173K - $186K
|
12.3K
$4.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-782- 1.25% |
$173K - $186K
|
61.9K
$22.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-784- 3.89% |
$173K - $186K
|
19.4K
$6.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-786- 3.8% |
$174K - $187K
|
19.9K
$7.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-786- 0.81% |
$174K - $187K
|
95.8K
$34.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-789- 4.13% |
$174K - $187K
|
18.3K
$6.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-790- 5.4% |
$175K - $188K
|
13.8K
$4.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-791- 1.64% |
$175K - $188K
|
47.3K
$16.9M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-795- 13.5% |
$176K - $189K
|
5.09K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-796- 20.25% |
$176K - $189K
|
3.14K
$1.12M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-797- 39.75% |
$176K - $189K
|
1.21K
$431K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-799- 13.77% |
$177K - $190K
|
5.01K
$1.78M
|