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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
1.53K+ 11.31% |
$351K - $380K
|
15.1K
$4.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.53K+ 3.83% |
$351K - $380K
|
41.5K
$13M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.53KNew |
$351K - $379K
|
1.53K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.52K+ 1.74% |
$349K - $377K
|
88.8K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
1.51K+ 2.25% |
$346K - $374K
|
68.5K
$21.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.5K+ 28.04% |
$345K - $373K
|
6.86K
$2.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 17.2% |
$344K - $372K
|
10.2K
$3.21M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.5K+ 5.04% |
$344K - $372K
|
31.3K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.5K+ 0.19% |
$344K - $372K
|
812K
$255M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 160.43% |
$344K - $372K
|
2.44K
$765K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.5K+ 5.04% |
$344K - $372K
|
31.3K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.5K+ 17.22% |
$344K - $371K
|
10.2K
$3.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.49K+ 2.5% |
$342K - $370K
|
61.1K
$19.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.49K+ 4.95% |
$342K - $369K
|
31.6K
$9.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48K+ 4.57% |
$339K - $367K
|
33.9K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 14.01% |
$339K - $366K
|
12K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.47K+ 37.04% |
$338K - $366K
|
5.45K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.46KNew |
$336K - $363K
|
1.46K
$459K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.46K+ 6.82% |
$336K - $363K
|
22.9K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.45K+ 7.99% |
$332K - $359K
|
19.5K
$6.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.44K+ 7.69% |
$330K - $357K
|
20.2K
$6.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.44K+ 9.18% |
$330K - $356K
|
17.1K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 2.26% |
$325K - $352K
|
64.1K
$20.2M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.42K+ 2.25% |
$325K - $351K
|
64.4K
$20.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.41K+ 11.25% |
$323K - $349K
|
13.9K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.4K+ 58.05% |
$320K - $346K
|
3.8K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.39KNew |
$319K - $345K
|
1.39K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.39K+ 1.43% |
$318K - $344K
|
98.3K
$30.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.38K+ 13.91% |
$316K - $342K
|
11.3K
$3.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.36K+ 11.83% |
$312K - $338K
|
12.9K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.36K+ 14.5% |
$312K - $337K
|
10.7K
$3.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.36K+ 5.35% |
$311K - $336K
|
26.7K
$8.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.35K+ 4.7% |
$309K - $334K
|
30K
$9.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.34K+ 10.05% |
$308K - $333K
|
14.7K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.34K+ 27.67% |
$308K - $333K
|
6.19K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.34K+ 62.85% |
$308K - $332K
|
3.47K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.34K+ 48.02% |
$306K - $331K
|
4.12K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.48% |
$305K - $329K
|
54.8K
$17.2M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32K+ 13.92% |
$304K - $328K
|
10.8K
$3.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.31K+ 29.33% |
$301K - $326K
|
5.79K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 71.89% |
$299K - $324K
|
3.12K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 0.47% |
$298K - $323K
|
279K
$87.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.3K+ 10.33% |
$298K - $322K
|
13.9K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$298K - $322K
|
1.3K
$408K
|
|
|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
1.3K+ 13.18% |
$297K - $321K
|
11.1K
$3.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.29K+ 11.71% |
$297K - $321K
|
12.3K
$3.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.29K+ 6.3% |
$296K - $320K
|
21.7K
$6.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.28K+ 28.01% |
$294K - $318K
|
5.86K
$1.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
BUY
|
- |
1.28K+ 3.13% |
$294K - $318K
|
42.2K
$13.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.28KNew |
$294K - $317K
|
1.28K
$402K
|