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 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-738- 3.92% |
$163K - $175K
|
18.1K
$5.61M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-743- 3.88% |
$164K - $176K
|
18.4K
$5.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-743- 33.93% |
$164K - $176K
|
1.45K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-748- 3.01% |
$165K - $178K
|
24.1K
$7.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-751- 6.55% |
$166K - $178K
|
10.7K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-752- 21.7% |
$166K - $179K
|
2.71K
$841K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-753- 0.65% |
$166K - $179K
|
115K
$35.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-763- 38.42% |
$169K - $181K
|
1.22K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-763- 23.84% |
$169K - $181K
|
2.44K
$756K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-764- 1.07% |
$169K - $181K
|
70.5K
$21.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-764- 0.34% |
$169K - $181K
|
226K
$70M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-773- 2.28% |
$171K - $184K
|
33.1K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-775- 6.94% |
$171K - $184K
|
10.4K
$3.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-776- 3.61% |
$172K - $184K
|
20.7K
$6.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-782- 5.96% |
$173K - $186K
|
12.3K
$3.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-782- 1.25% |
$173K - $186K
|
61.9K
$19.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-784- 3.89% |
$173K - $186K
|
19.4K
$6.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-786- 3.8% |
$174K - $187K
|
19.9K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-786- 0.81% |
$174K - $187K
|
95.8K
$29.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-789- 4.13% |
$174K - $187K
|
18.3K
$5.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-790- 5.4% |
$175K - $188K
|
13.8K
$4.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-791- 1.64% |
$175K - $188K
|
47.3K
$14.7M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-795- 13.5% |
$176K - $189K
|
5.09K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-796- 20.25% |
$176K - $189K
|
3.14K
$972K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-797- 39.75% |
$176K - $189K
|
1.21K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-799- 13.77% |
$177K - $190K
|
5.01K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-800- 26.1% |
$177K - $190K
|
2.27K
$702K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-800- 39.08% |
$177K - $190K
|
1.25K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-805- 14.19% |
$178K - $191K
|
4.87K
$1.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-808- 3.0% |
$179K - $192K
|
26.2K
$8.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-811- 1.96% |
$179K - $193K
|
40.5K
$12.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-813- 0.46% |
$180K - $193K
|
176K
$54.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-814- 0.49% |
$180K - $193K
|
164K
$50.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-817- 15.38% |
$181K - $194K
|
4.5K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-817- 2.3% |
$181K - $194K
|
34.7K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-821- 2.81% |
$181K - $195K
|
28.4K
$8.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-824- 8.34% |
$182K - $196K
|
9.05K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-824- 0.64% |
$182K - $196K
|
127K
$39.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-825- 2.09% |
$182K - $196K
|
38.6K
$12M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-829- 1.86% |
$183K - $197K
|
43.8K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-836- 7.72% |
$185K - $199K
|
9.99K
$3.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-839- 2.48% |
$185K - $199K
|
33K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-845- 20.72% |
$187K - $201K
|
3.23K
$1M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-848- 33.61% |
$187K - $201K
|
1.68K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-849- 3.53% |
$188K - $202K
|
23.2K
$7.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-864- 3.63% |
$191K - $205K
|
22.9K
$7.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-868- 3.46% |
$192K - $206K
|
24.2K
$7.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-872- 1.01% |
$193K - $207K
|
85.6K
$26.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-872- 6.9% |
$193K - $207K
|
11.8K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-881- 1.27% |
$195K - $209K
|
68.3K
$21.2M
|