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
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.05KNew |
$242K - $261K
|
1.05K
$330K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.05KNew |
$241K - $260K
|
1.05K
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.04KNew |
$239K - $258K
|
1.04K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.04K+ 5.38% |
$239K - $258K
|
20.4K
$6.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.04K+ 1.79% |
$238K - $257K
|
59.1K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.03K+ 5.69% |
$236K - $255K
|
19.1K
$6M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 49.93% |
$236K - $255K
|
3.08K
$968K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.03KNew |
$235K - $255K
|
1.03K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.03K+ 8.33% |
$235K - $254K
|
13.3K
$4.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.02K+ 35.03% |
$235K - $254K
|
3.94K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
1.02K+ 1.68% |
$234K - $253K
|
61.8K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.02KNew |
$234K - $253K
|
1.02K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.02K+ 13.69% |
$234K - $253K
|
8.47K
$2.66M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.01K+ 1.09% |
$232K - $251K
|
93.8K
$29.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.01K+ 35.64% |
$232K - $251K
|
3.85K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1K+ 43.8% |
$230K - $249K
|
3.29K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1K+ 15.01% |
$230K - $249K
|
7.69K
$2.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
1K+ 2.44% |
$230K - $248K
|
42K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
999New |
$229K - $248K
|
999
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
990+ 9.42% |
$227K - $246K
|
11.5K
$3.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
981New |
$225K - $243K
|
981
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
967+ 35.6% |
$222K - $240K
|
3.68K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
959+ 6.37% |
$220K - $238K
|
16K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
958+ 1.43% |
$220K - $238K
|
68K
$21.3M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
958+ 1.43% |
$220K - $238K
|
68K
$21.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
945New |
$217K - $234K
|
945
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
945+ 3.72% |
$217K - $234K
|
26.3K
$8.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
938+ 1.65% |
$215K - $233K
|
57.9K
$18.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
935+ 30.83% |
$215K - $232K
|
3.97K
$1.25M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
935+ 20.19% |
$215K - $232K
|
5.57K
$1.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
933+ 5.96% |
$214K - $231K
|
16.6K
$5.21M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
932+ 5.06% |
$214K - $231K
|
19.4K
$6.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
930+ 77.5% |
$213K - $231K
|
2.13K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
930+ 1.84% |
$213K - $231K
|
51.5K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
929+ 18.77% |
$213K - $230K
|
5.88K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
927+ 1.21% |
$213K - $230K
|
77.8K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
924+ 7.81% |
$212K - $229K
|
12.8K
$4M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
922New |
$212K - $229K
|
922
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
922+ 0.33% |
$212K - $229K
|
277K
$86.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
917New |
$210K - $228K
|
917
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
916+ 5.47% |
$210K - $227K
|
17.7K
$5.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
911New |
$209K - $226K
|
911
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
911+ 3.15% |
$209K - $226K
|
29.8K
$9.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
900New |
$207K - $223K
|
900
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
900New |
$207K - $223K
|
900
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
895+ 52.34% |
$205K - $222K
|
2.61K
$817K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
894+ 44.63% |
$205K - $222K
|
2.9K
$909K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
892+ 7.52% |
$205K - $221K
|
12.8K
$4M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
889+ 2.22% |
$204K - $221K
|
40.9K
$12.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
884New |
$203K - $219K
|
884
$277K
|