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 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.61K+ 23.85% |
$598K - $647K
|
13.5K
$4.23M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2.59KNew |
$595K - $644K
|
2.59K
$810K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.65% |
$591K - $639K
|
58K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.55K+ 44.39% |
$586K - $634K
|
8.31K
$2.59M
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$578K - $624K
|
2.52K
$786K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.5K+ 9.28% |
$573K - $620K
|
29.4K
$9.19M
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.48K+ 18.71% |
$569K - $615K
|
15.7K
$4.92M
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
2.46K+ 22.93% |
$564K - $610K
|
13.2K
$4.12M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.45K+ 7.07% |
$563K - $609K
|
37.2K
$11.6M
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.44K+ 36.95% |
$560K - $605K
|
9.04K
$2.82M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.43K+ 8.0% |
$559K - $604K
|
32.9K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.42K+ 1.91% |
$556K - $601K
|
130K
$40.5M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.41K+ 26.55% |
$554K - $599K
|
11.5K
$3.59M
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.41KNew |
$552K - $597K
|
2.41K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.4KNew |
$552K - $596K
|
2.4K
$751K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.36K+ 9.8% |
$542K - $586K
|
26.4K
$8.26M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.36KNew |
$541K - $585K
|
2.36K
$737K
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.35K+ 51.21% |
$539K - $583K
|
6.94K
$2.17M
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.34K+ 10.69% |
$537K - $581K
|
24.2K
$7.57M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.32K+ 1.78% |
$533K - $576K
|
132K
$41.4M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.32KNew |
$533K - $576K
|
2.32K
$725K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.31K+ 11.35% |
$531K - $574K
|
22.7K
$7.09M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.3K+ 5.6% |
$527K - $570K
|
43.3K
$13.5M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.26K+ 8.36% |
$519K - $561K
|
29.3K
$9.16M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.26K+ 0.39% |
$519K - $561K
|
583K
$182M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.26K+ 1.49% |
$518K - $560K
|
154K
$48.1M
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.25K+ 3.89% |
$515K - $557K
|
59.9K
$18.7M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.25K+ 3.89% |
$515K - $557K
|
59.9K
$18.7M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.23K+ 3.52% |
$513K - $554K
|
65.6K
$20.5M
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$512K - $553K
|
2.23K
$697K
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.23K+ 2.2% |
$511K - $553K
|
103K
$32.3M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 3.89% |
$510K - $551K
|
59.3K
$18.5M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.21K+ 5.98% |
$508K - $549K
|
39.2K
$12.2M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.21KNew |
$506K - $547K
|
2.21K
$689K
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
2.2K+ 4.73% |
$505K - $546K
|
48.7K
$15.2M
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.19KNew |
$502K - $543K
|
2.19K
$683K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.17K+ 7.35% |
$497K - $537K
|
31.6K
$9.88M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.16K+ 1.83% |
$497K - $537K
|
120K
$37.6M
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.15KNew |
$494K - $534K
|
2.15K
$673K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.14K+ 11.04% |
$492K - $531K
|
21.5K
$6.73M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.14K+ 0.85% |
$490K - $530K
|
253K
$79M
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.12K+ 11.42% |
$486K - $526K
|
20.7K
$6.46M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.11K+ 2.51% |
$484K - $524K
|
86.1K
$26.9M
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.1K+ 6.57% |
$482K - $521K
|
34.1K
$10.6M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.09K+ 8.39% |
$480K - $519K
|
27K
$8.45M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.09K+ 19.6% |
$479K - $517K
|
12.7K
$3.98M
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.08K+ 1.79% |
$477K - $515K
|
118K
$36.9M
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
2.07KNew |
$476K - $515K
|
2.07K
$648K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.05K+ 43.6% |
$471K - $509K
|
6.76K
$2.11M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.04K+ 11.1% |
$469K - $507K
|
20.5K
$6.39M
|