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 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
883+ 30.7% |
$203K - $219K
|
3.76K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
880New |
$202K - $218K
|
880
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
877+ 14.57% |
$201K - $218K
|
6.9K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
871+ 91.97% |
$200K - $216K
|
1.82K
$570K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
861+ 24.01% |
$198K - $214K
|
4.45K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
854+ 91.63% |
$196K - $212K
|
1.79K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
849+ 18.8% |
$195K - $211K
|
5.36K
$1.68M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
838+ 0.59% |
$192K - $208K
|
142K
$44.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
837+ 0.85% |
$192K - $208K
|
99.6K
$31.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
835+ 0.83% |
$192K - $207K
|
101K
$31.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
835+ 8.51% |
$192K - $207K
|
10.6K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
835+ 12.94% |
$192K - $207K
|
7.29K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
833+ 4.15% |
$191K - $207K
|
20.9K
$6.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
830+ 14.34% |
$190K - $206K
|
6.62K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
829+ 1.31% |
$190K - $206K
|
63.9K
$20M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
827+ 1.34% |
$190K - $205K
|
62.3K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
818+ 0.66% |
$188K - $203K
|
125K
$39.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
817+ 5.25% |
$188K - $203K
|
16.4K
$5.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
815+ 9.94% |
$187K - $202K
|
9.02K
$2.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
814+ 2.41% |
$187K - $202K
|
34.6K
$10.9M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
813+ 30.63% |
$187K - $202K
|
3.47K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
808+ 4.21% |
$185K - $200K
|
20K
$6.27M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
807+ 2.73% |
$185K - $200K
|
30.4K
$9.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
805+ 46.29% |
$185K - $200K
|
2.54K
$798K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
797+ 30.05% |
$183K - $198K
|
3.45K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
796+ 2.42% |
$183K - $197K
|
33.6K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
794+ 7.17% |
$182K - $197K
|
11.9K
$3.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
788+ 6.81% |
$181K - $196K
|
12.4K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
788+ 10.7% |
$181K - $196K
|
8.15K
$2.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
786+ 25.17% |
$180K - $195K
|
3.91K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
782+ 4.4% |
$179K - $194K
|
18.6K
$5.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
780+ 54.17% |
$179K - $194K
|
2.22K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 0.89% |
$178K - $193K
|
88.4K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
772+ 1.63% |
$177K - $192K
|
48.2K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
770+ 11.24% |
$177K - $191K
|
7.62K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
766+ 22.91% |
$176K - $190K
|
4.11K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
766+ 12.04% |
$176K - $190K
|
7.13K
$2.24M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
763+ 4.23% |
$175K - $189K
|
18.8K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
756+ 8.24% |
$174K - $188K
|
9.93K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
751+ 8.25% |
$172K - $186K
|
9.85K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
750+ 18.52% |
$172K - $186K
|
4.8K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
748+ 5.46% |
$172K - $186K
|
14.5K
$4.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
745+ 13.75% |
$171K - $185K
|
6.16K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
744+ 5.13% |
$171K - $185K
|
15.3K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
744+ 5.39% |
$171K - $185K
|
14.6K
$4.57M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
733+ 2.38% |
$168K - $182K
|
31.5K
$9.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
732+ 2.44% |
$168K - $182K
|
30.8K
$9.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
722+ 21.19% |
$166K - $179K
|
4.13K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
717+ 6.77% |
$165K - $178K
|
11.3K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
716+ 18.19% |
$164K - $178K
|
4.65K
$1.46M
|