Purchases and Sales Made in Q3 2023 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.45K+ 13.93% |
$791K - $855K
|
28.2K
$8.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.44K+ 124.54% |
$790K - $854K
|
6.2K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
3.44K+ 9.33% |
$789K - $853K
|
40.3K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.38K+ 31.82% |
$775K - $838K
|
14K
$4.37M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.37K+ 3.54% |
$774K - $836K
|
98.5K
$30.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.35K+ 3.94% |
$769K - $831K
|
88.4K
$27.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.34K+ 39.21% |
$767K - $829K
|
11.9K
$3.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.34K+ 10.41% |
$766K - $828K
|
35.4K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.3KNew |
$757K - $819K
|
3.3K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.28K+ 38.58% |
$752K - $813K
|
11.8K
$3.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.24KNew |
$744K - $804K
|
3.24K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.24K+ 2.96% |
$744K - $804K
|
113K
$35.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.22K+ 0.35% |
$738K - $798K
|
914K
$286M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.21K+ 8.43% |
$736K - $796K
|
41.2K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.2KNew |
$735K - $794K
|
3.2K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.2K+ 1.59% |
$733K - $793K
|
204K
$63.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.16K+ 172.43% |
$726K - $785K
|
5K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
3.14K+ 55.6% |
$721K - $780K
|
8.79K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.14KNew |
$719K - $778K
|
3.14K
$979K
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.08K+ 14.47% |
$706K - $763K
|
24.3K
$7.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.07K+ 76.0% |
$705K - $763K
|
7.12K
$2.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.05K+ 283.89% |
$700K - $756K
|
4.12K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
3.05K+ 13.92% |
$699K - $755K
|
24.9K
$7.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 10.23% |
$696K - $752K
|
32.7K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
3.03K+ 2.75% |
$694K - $751K
|
113K
$35.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3K+ 299.1% |
$689K - $744K
|
4K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3K+ 7.92% |
$688K - $744K
|
40.9K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.99KNew |
$686K - $741K
|
2.99K
$933K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.96K+ 3.82% |
$680K - $735K
|
80.5K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.94K+ 7.14% |
$676K - $730K
|
44.2K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
2.94KNew |
$675K - $730K
|
2.94K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.94K+ 9.84% |
$674K - $728K
|
32.8K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 10.03% |
$667K - $721K
|
31.9K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.9KNew |
$665K - $719K
|
2.9K
$905K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.85K+ 5.15% |
$655K - $708K
|
58.2K
$18.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.84K+ 144.98% |
$652K - $705K
|
4.8K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.83K+ 14.17% |
$650K - $703K
|
22.8K
$7.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.83K+ 28.3% |
$650K - $703K
|
12.8K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 8.51% |
$646K - $699K
|
35.9K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.81K+ 23.02% |
$645K - $698K
|
15K
$4.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.75K+ 1.65% |
$631K - $682K
|
169K
$52.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.74K+ 25.63% |
$629K - $680K
|
13.4K
$4.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2.74K+ 7.01% |
$629K - $680K
|
41.8K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.73K+ 39.31% |
$627K - $678K
|
9.69K
$3.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.73K+ 2.22% |
$626K - $677K
|
125K
$39.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$619K - $669K
|
2.7K
$843K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.68K+ 1.27% |
$614K - $664K
|
213K
$66.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.67K+ 3.2% |
$612K - $661K
|
86K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.66KNew |
$611K - $660K
|
2.66K
$832K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.62K+ 4.43% |
$602K - $651K
|
61.9K
$19.3M
|