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 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.27K+ 5.23% |
$292K - $316K
|
25.6K
$8.04M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 5.16% |
$291K - $314K
|
25.8K
$8.1M
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.27K+ 12.69% |
$290K - $314K
|
11.2K
$3.53M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 39.58% |
$289K - $313K
|
4.45K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.26KNew |
$289K - $313K
|
1.26K
$395K
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 131.45% |
$289K - $312K
|
2.22K
$695K
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.26K+ 55.85% |
$288K - $311K
|
3.5K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.25K+ 0.72% |
$288K - $311K
|
175K
$54.9M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.25K+ 1.22% |
$286K - $310K
|
103K
$32.4M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 0.77% |
$285K - $309K
|
163K
$51.1M
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.24K+ 74.15% |
$285K - $308K
|
2.92K
$915K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.24K+ 5.2% |
$285K - $308K
|
25.1K
$7.88M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.24K+ 81.53% |
$284K - $307K
|
2.75K
$864K
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.23K+ 95.05% |
$282K - $305K
|
2.52K
$792K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 0.03% |
$282K - $305K
|
3.73M
$1.17B
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.21K+ 15.46% |
$278K - $301K
|
9.06K
$2.84M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 7.24% |
$277K - $300K
|
17.9K
$5.62M
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.21K+ 5.13% |
$277K - $300K
|
24.7K
$7.77M
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.2K+ 0.21% |
$276K - $298K
|
571K
$179M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2K+ 42.5% |
$276K - $298K
|
4.03K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.2K+ 2.19% |
$275K - $298K
|
56.1K
$17.6M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.18K+ 3.86% |
$272K - $294K
|
31.9K
$10M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.18K+ 3.99% |
$271K - $294K
|
30.9K
$9.68M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 12.11% |
$271K - $294K
|
11K
$3.44M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.18KNew |
$270K - $292K
|
1.18K
$369K
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
1.17KNew |
$269K - $291K
|
1.17K
$368K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.17K+ 10.8% |
$268K - $289K
|
12K
$3.75M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.16K+ 8.91% |
$267K - $289K
|
14.2K
$4.46M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.16K+ 17.48% |
$267K - $289K
|
7.82K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 81.52% |
$266K - $288K
|
2.58K
$811K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.16K+ 7.8% |
$265K - $287K
|
16K
$5.01M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 117.56% |
$263K - $284K
|
2.12K
$665K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.14K+ 117.28% |
$262K - $283K
|
2.11K
$663K
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
1.14KNew |
$261K - $282K
|
1.14K
$356K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 3.85% |
$258K - $279K
|
30.4K
$9.53M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.12K+ 13.81% |
$257K - $278K
|
9.22K
$2.89M
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.12KNew |
$257K - $277K
|
1.12K
$351K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.11K+ 10.08% |
$255K - $276K
|
12.1K
$3.81M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.11K+ 8.71% |
$254K - $274K
|
13.8K
$4.33M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.11K+ 20.41% |
$254K - $274K
|
6.52K
$2.05M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.1K+ 2.58% |
$253K - $274K
|
43.9K
$13.8M
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.1K+ 1.85% |
$252K - $273K
|
60.5K
$19M
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
1.1K+ 3.05% |
$252K - $272K
|
37K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.08K+ 12.01% |
$248K - $268K
|
10.1K
$3.16M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.08K+ 50.12% |
$247K - $267K
|
3.23K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.08K+ 6.84% |
$247K - $267K
|
16.8K
$5.27M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 17.94% |
$246K - $266K
|
7.04K
$2.21M
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.07K+ 124.68% |
$246K - $266K
|
1.93K
$606K
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.06K+ 0.63% |
$244K - $264K
|
170K
$53.3M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.06K+ 5.65% |
$242K - $262K
|
19.7K
$6.19M
|