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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 5.85% |
$17.7K - $19K
|
1.29K
$449K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-80- 0.95% |
$17.7K - $19K
|
8.31K
$2.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-81- 7.23% |
$17.9K - $19.2K
|
1.04K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-81- 0.59% |
$17.9K - $19.2K
|
13.7K
$4.77M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 9.71% |
$17.9K - $19.2K
|
753
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-82- 0.85% |
$18.1K - $19.5K
|
9.6K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-83- 8.3% |
$18.3K - $19.7K
|
917
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-85- 4.31% |
$18.8K - $20.2K
|
1.89K
$657K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-85- 0.8% |
$18.8K - $20.2K
|
10.5K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-86- 0.52% |
$19K - $20.4K
|
16.5K
$5.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-86- 0.79% |
$19K - $20.4K
|
10.8K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-86- 2.39% |
$19K - $20.4K
|
3.52K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-89- 0.8% |
$19.7K - $21.1K
|
11.1K
$3.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-91- 2.8% |
$20.1K - $21.6K
|
3.16K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-92- 8.06% |
$20.3K - $21.8K
|
1.05K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-92- 1.23% |
$20.3K - $21.8K
|
7.38K
$2.57M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-93- 3.89% |
$20.6K - $22.1K
|
2.3K
$802K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-93- 0.86% |
$20.6K - $22.1K
|
10.8K
$3.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-94- 2.92% |
$20.8K - $22.3K
|
3.12K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-94- 1.19% |
$20.8K - $22.3K
|
7.82K
$2.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-95- 0.34% |
$21K - $22.6K
|
28.3K
$9.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-95- 1.66% |
$21K - $22.6K
|
5.62K
$1.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-95- 1.26% |
$21K - $22.6K
|
7.44K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-95- 1.99% |
$21K - $22.6K
|
4.67K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-97- 2.82% |
$21.4K - $23K
|
3.35K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-97- 1.0% |
$21.4K - $23K
|
9.58K
$3.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-97- 0.89% |
$21.4K - $23K
|
10.9K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-97- 3.16% |
$21.4K - $23K
|
2.97K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-97- 0.26% |
$21.4K - $23K
|
37.2K
$12.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-99- 6.97% |
$21.9K - $23.5K
|
1.32K
$460K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-99- 1.4% |
$21.9K - $23.5K
|
6.95K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-99- 3.33% |
$21.9K - $23.5K
|
2.88K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-99- 22.3% |
$21.9K - $23.5K
|
345
$120K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 7.37% |
$22.1K - $23.7K
|
1.26K
$438K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 6.84% |
$22.1K - $23.7K
|
1.36K
$475K
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.68% |
$22.1K - $23.7K
|
14.6K
$5.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 3.48% |
$22.1K - $23.7K
|
2.77K
$965K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 1.12% |
$22.1K - $23.7K
|
8.82K
$3.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-100- 0.1% |
$22.1K - $23.7K
|
101K
$35.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 0.77% |
$22.1K - $23.7K
|
12.8K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-100- 3.71% |
$22.1K - $23.7K
|
2.6K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 4.15% |
$22.1K - $23.7K
|
2.31K
$804K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-100- 0.56% |
$22.1K - $23.7K
|
17.7K
$6.16M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 3.01% |
$22.1K - $23.7K
|
3.22K
$1.12M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-101- 2.47% |
$22.3K - $24K
|
3.99K
$1.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-101- 0.25% |
$22.3K - $24K
|
40.8K
$14.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-102- 0.54% |
$22.5K - $24.2K
|
18.6K
$6.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-102- 4.58% |
$22.5K - $24.2K
|
2.13K
$741K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-102- 2.24% |
$22.5K - $24.2K
|
4.45K
$1.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 3.05% |
$22.8K - $24.5K
|
3.28K
$1.14M
|