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
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-886- 23.42% |
$196K - $210K
|
2.9K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-900- 5.73% |
$199K - $214K
|
14.8K
$4.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-901- 5.29% |
$199K - $214K
|
16.1K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-901- 2.75% |
$199K - $214K
|
31.9K
$9.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-906- 2.18% |
$200K - $215K
|
40.6K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-910- 3.52% |
$201K - $216K
|
25K
$7.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-916- 1.83% |
$202K - $218K
|
49.2K
$15.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-922- 12.5% |
$204K - $219K
|
6.45K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-926- 29.29% |
$205K - $220K
|
2.24K
$693K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-926- 76.34% |
$205K - $220K
|
287
$88.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-928- 3.21% |
$205K - $220K
|
28K
$8.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-935- 5.24% |
$207K - $222K
|
16.9K
$5.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-937- 2.97% |
$207K - $223K
|
30.6K
$9.49M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-938- 3.45% |
$207K - $223K
|
26.2K
$8.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-939- 3.08% |
$208K - $223K
|
29.5K
$9.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-942- 1.62% |
$208K - $224K
|
57.1K
$17.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-948- 15.21% |
$210K - $225K
|
5.28K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-950- 3.24% |
$210K - $226K
|
28.3K
$8.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-951- 20.67% |
$210K - $226K
|
3.65K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-952- 1.02% |
$210K - $226K
|
92.6K
$28.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-955- 13.92% |
$211K - $227K
|
5.9K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-957- 3.7% |
$212K - $227K
|
24.9K
$7.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-960- 1.88% |
$212K - $228K
|
50K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-978- 0.8% |
$216K - $232K
|
122K
$37.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-983- 0.94% |
$217K - $233K
|
104K
$32.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-988- 1.77% |
$218K - $235K
|
54.9K
$17M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-989- 3.1% |
$219K - $235K
|
30.9K
$9.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-990- 3.52% |
$219K - $235K
|
27.2K
$8.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-990- 33.45% |
$219K - $235K
|
1.97K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-998- 4.01% |
$221K - $237K
|
23.9K
$7.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1K- 3.92% |
$221K - $237K
|
24.5K
$7.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-1K- 1.47% |
$221K - $237K
|
67K
$20.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 0.99% |
$224K - $241K
|
101K
$31.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.02K- 1.76% |
$225K - $242K
|
56.8K
$17.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.02K- 2.72% |
$225K - $242K
|
36.4K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.03K- 5.56% |
$227K - $244K
|
17.5K
$5.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.03K- 16.96% |
$228K - $245K
|
5.05K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mayar Capital Ltd.
|
SELL
|
- |
-1.04K- 1.89% |
$229K - $246K
|
53.7K
$16.7M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.04K- 15.0% |
$230K - $247K
|
5.9K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.05K- 0.13% |
$231K - $248K
|
810K
$251M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.05K- 7.23% |
$231K - $249K
|
13.4K
$4.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.05K- 2.66% |
$233K - $250K
|
38.4K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.07K- 2.29% |
$237K - $255K
|
45.9K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.09K- 1.35% |
$242K - $260K
|
79.7K
$24.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.78% |
$243K - $261K
|
28K
$8.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.1K- 2.58% |
$243K - $261K
|
41.5K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 0.72% |
$246K - $264K
|
153K
$47.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-1.12K- 16.3% |
$246K - $265K
|
5.72K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.12K- 0.57% |
$248K - $266K
|
194K
$60.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.12K- 1.88% |
$248K - $266K
|
58.6K
$18.1M
|