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 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.24K- 8.23% |
$275K - $295K
|
13.9K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.25K- 10.82% |
$276K - $296K
|
10.3K
$3.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.26K- 6.67% |
$278K - $299K
|
17.6K
$6.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.27K- 0.12% |
$280K - $300K
|
1.03M
$368M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.28K- 15.69% |
$282K - $303K
|
6.85K
$2.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.28K- 29.9% |
$283K - $304K
|
3K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.3K- 2.44% |
$286K - $308K
|
51.9K
$18.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.3K- 32.39% |
$288K - $309K
|
2.72K
$969K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.31K- 2.06% |
$290K - $311K
|
62.5K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.31K- 11.79% |
$290K - $312K
|
9.83K
$3.5M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.31K- 11.79% |
$290K - $312K
|
9.83K
$3.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.32K- 2.81% |
$291K - $313K
|
45.5K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.32K- 3.4% |
$292K - $313K
|
37.5K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 20.72% |
$292K - $314K
|
5.06K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.32K- 5.7% |
$292K - $314K
|
21.9K
$7.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.33K- 0.21% |
$293K - $315K
|
633K
$226M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.33K- 6.09% |
$293K - $315K
|
20.5K
$7.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.33K- 2.12% |
$294K - $316K
|
61.5K
$21.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.35K- 0.48% |
$299K - $322K
|
278K
$99.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-1.37K- 3.27% |
$302K - $325K
|
40.5K
$14.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.38K- 53.81% |
$304K - $327K
|
1.18K
$421K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.38K- 11.45% |
$305K - $327K
|
10.7K
$3.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 11.71% |
$309K - $332K
|
10.6K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-1.4K- 0.37% |
$309K - $332K
|
374K
$133M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.4K- 59.7% |
$310K - $333K
|
947
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.41K- 0.29% |
$311K - $334K
|
482K
$172M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.41K- 6.08% |
$312K - $335K
|
21.8K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.42K- 10.32% |
$313K - $336K
|
12.3K
$4.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 6.5% |
$313K - $337K
|
20.4K
$7.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.43K- 88.79% |
$315K - $338K
|
180
$64.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 4.43% |
$316K - $339K
|
30.8K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.43K- 4.6% |
$316K - $340K
|
29.6K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.43K- 0.5% |
$317K - $340K
|
284K
$101M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 4.02% |
$318K - $342K
|
34.4K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 2.2% |
$320K - $344K
|
64.2K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.45K- 35.42% |
$321K - $345K
|
2.65K
$945K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.46K- 2.03% |
$322K - $346K
|
70.2K
$25M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 1.84% |
$323K - $347K
|
78.1K
$27.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47K- 27.39% |
$326K - $350K
|
3.91K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.48K- 5.21% |
$326K - $350K
|
26.9K
$9.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.49K- 4.11% |
$328K - $353K
|
34.6K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.52K- 2.06% |
$336K - $361K
|
72.5K
$25.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 0.71% |
$341K - $366K
|
216K
$76.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.55K- 3.41% |
$342K - $368K
|
43.9K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.56K- 1.24% |
$344K - $369K
|
123K
$44M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.56K- 0.57% |
$345K - $370K
|
273K
$97.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.58K- 10.67% |
$350K - $376K
|
13.2K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.59K- 52.04% |
$350K - $376K
|
1.46K
$521K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.6K- 55.08% |
$353K - $380K
|
1.3K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.63K- 2.41% |
$359K - $386K
|
65.9K
$23.5M
|