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 25, 2023
Q3 2023
|
Hendley & CO Inc
|
BUY
|
- |
412+ 0.66% |
$94.6K - $102K
|
62.7K
$19.7M
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
412+ 7.0% |
$94.6K - $102K
|
6.3K
$1.98M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
409+ 2.67% |
$93.9K - $101K
|
15.7K
$4.94M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
407+ 3.39% |
$93.4K - $101K
|
12.4K
$3.9M
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
406+ 26.87% |
$93.2K - $101K
|
1.92K
$602K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
406+ 8.07% |
$93.2K - $101K
|
5.44K
$1.71M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
405+ 8.06% |
$92.9K - $100K
|
5.43K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
400+ 12.9% |
$91.8K - $99.2K
|
3.5K
$1.1M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
400+ 3.0% |
$91.8K - $99.2K
|
13.7K
$4.31M
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
392+ 2.22% |
$90K - $97.3K
|
18K
$5.65M
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
390+ 5.9% |
$89.5K - $96.8K
|
7K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
390+ 7.92% |
$89.5K - $96.8K
|
5.32K
$1.67M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
387+ 1.15% |
$88.8K - $96K
|
34.1K
$10.7M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
387+ 2.03% |
$88.8K - $96K
|
19.4K
$6.09M
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
385+ 4.3% |
$88.4K - $95.5K
|
9.34K
$2.93M
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
385+ 5.33% |
$88.4K - $95.5K
|
7.61K
$2.39M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
383+ 2.82% |
$87.9K - $95K
|
14K
$4.38M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
383+ 7.94% |
$87.9K - $95K
|
5.21K
$1.63M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
380+ 0.96% |
$87.2K - $94.3K
|
40.2K
$12.6M
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
380+ 0.23% |
$87.2K - $94.3K
|
167K
$52.4M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
379+ 16.78% |
$87K - $94K
|
2.64K
$828K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
379+ 14.23% |
$87K - $94K
|
3.04K
$955K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
377+ 0.68% |
$86.5K - $93.5K
|
56K
$17.6M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
376+ 1253.33% |
$86.3K - $93.3K
|
406
$127K
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
375+ 7.56% |
$86.1K - $93K
|
5.33K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
374+ 6.07% |
$85.8K - $92.8K
|
6.54K
$2.05M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
372+ 20.48% |
$85.4K - $92.3K
|
2.19K
$687K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
371+ 0.94% |
$85.1K - $92K
|
39.8K
$12.5M
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
371+ 0.43% |
$85.1K - $92K
|
86.5K
$27.1M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
369+ 3.63% |
$84.7K - $91.6K
|
10.5K
$3.31M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
364+ 7.61% |
$83.5K - $90.3K
|
5.15K
$1.61M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
360+ 2.83% |
$82.6K - $89.3K
|
13.1K
$4.11M
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
360+ 1.37% |
$82.6K - $89.3K
|
26.7K
$8.39M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
359+ 2.6% |
$82.4K - $89.1K
|
14.2K
$4.45M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$82.2K - $88.8K
|
358
$112K
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
358+ 6.16% |
$82.2K - $88.8K
|
6.17K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
358+ 1.56% |
$82.2K - $88.8K
|
23.3K
$7.31M
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
358+ 10.7% |
$82.2K - $88.8K
|
3.7K
$1.16M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
357+ 2.96% |
$81.9K - $88.6K
|
12.4K
$3.9M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
353+ 7.49% |
$81K - $87.6K
|
5.07K
$1.59M
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
353+ 3.24% |
$81K - $87.6K
|
11.3K
$3.53M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
352+ 0.28% |
$80.8K - $87.3K
|
127K
$39.8M
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
346+ 1.02% |
$79.4K - $85.8K
|
34.2K
$10.7M
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 12.16% |
$78.7K - $85.1K
|
3.16K
$993K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
343+ 6.87% |
$78.7K - $85.1K
|
5.33K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
338+ 39.62% |
$77.6K - $83.9K
|
1.19K
$374K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
337+ 2.93% |
$77.3K - $83.6K
|
11.8K
$3.71M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
337+ 14.29% |
$77.3K - $83.6K
|
2.7K
$846K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
336+ 5.18% |
$77.1K - $83.4K
|
6.83K
$2.14M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
335+ 14.9% |
$76.9K - $83.1K
|
2.58K
$811K
|