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 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.03K+ 8.99% |
$466K - $503K
|
24.6K
$7.68M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.03K+ 8.99% |
$466K - $503K
|
24.6K
$7.68M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.03K+ 20.94% |
$465K - $503K
|
11.7K
$3.66M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2K+ 1.52% |
$460K - $497K
|
134K
$41.9M
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
2K+ 100.0% |
$459K - $496K
|
4K
$1.25M
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.98K+ 29.66% |
$454K - $491K
|
8.66K
$2.7M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 1.59% |
$454K - $491K
|
126K
$39.5M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 53.96% |
$452K - $489K
|
5.62K
$1.76M
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.96K+ 507.51% |
$450K - $486K
|
2.35K
$733K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.95K+ 8.76% |
$448K - $485K
|
24.3K
$7.58M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.95KNew |
$448K - $484K
|
1.95K
$610K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 9.08% |
$439K - $474K
|
23K
$7.18M
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.89K+ 2.62% |
$434K - $470K
|
74K
$23.1M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.89K+ 0.85% |
$434K - $469K
|
224K
$69.8M
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.88K+ 2.59% |
$432K - $467K
|
74.6K
$23.3M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.88KNew |
$430K - $465K
|
1.88K
$586K
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.85KNew |
$425K - $460K
|
1.85K
$579K
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.84K+ 0.65% |
$421K - $456K
|
286K
$89.3M
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.82K+ 16.97% |
$417K - $451K
|
12.5K
$3.91M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.81K+ 5.13% |
$415K - $449K
|
37.1K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.81K+ 3.15% |
$414K - $448K
|
59.1K
$18.5M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.8K+ 32.79% |
$412K - $445K
|
7.27K
$2.27M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 7.41% |
$409K - $442K
|
25.8K
$8.07M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.77K+ 10.43% |
$406K - $438K
|
18.7K
$5.84M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.76K+ 1.3% |
$403K - $435K
|
137K
$42.6M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.75K+ 10.35% |
$403K - $435K
|
18.7K
$5.84M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$402K - $435K
|
1.75K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.75K+ 4.27% |
$402K - $434K
|
42.7K
$13.4M
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.74K+ 1.14% |
$399K - $432K
|
154K
$48.1M
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.74K+ 63.01% |
$399K - $431K
|
4.5K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.72K+ 6.44% |
$395K - $427K
|
28.4K
$8.87M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.72K+ 1.28% |
$394K - $426K
|
135K
$42.3M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.72K+ 47.38% |
$394K - $426K
|
5.34K
$1.67M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.71K+ 29.12% |
$392K - $424K
|
7.57K
$2.36M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.69K+ 5.74% |
$388K - $420K
|
31.2K
$9.74M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
1.69K+ 10.8% |
$387K - $418K
|
17.3K
$5.4M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.98% |
$384K - $415K
|
35.3K
$11M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.67K+ 0.36% |
$383K - $414K
|
467K
$146M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.67KNew |
$383K - $414K
|
1.67K
$522K
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.67K+ 85.02% |
$383K - $414K
|
3.63K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 114.59% |
$382K - $413K
|
3.12K
$974K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.66K+ 19.98% |
$381K - $412K
|
9.97K
$3.11M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.64KNew |
$376K - $407K
|
1.64K
$512K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.61K+ 27.32% |
$370K - $400K
|
7.51K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.59KNew |
$365K - $395K
|
1.59K
$497K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.58K+ 12.38% |
$362K - $391K
|
14.3K
$4.47M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.55K+ 29.82% |
$356K - $385K
|
6.75K
$2.11M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.55KNew |
$355K - $384K
|
1.55K
$484K
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.55KNew |
$355K - $384K
|
1.55K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.55K+ 64.49% |
$355K - $384K
|
3.95K
$1.23M
|