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 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
275+ 0.72% |
$63.1K - $68.2K
|
38.4K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
275+ 0.98% |
$63.1K - $68.2K
|
28.3K
$8.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
273+ 2.71% |
$62.7K - $67.7K
|
10.3K
$3.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
271+ 7.59% |
$62.2K - $67.2K
|
3.84K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
270+ 1.23% |
$62K - $67K
|
22.2K
$6.97M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
266+ 1.94% |
$61K - $66K
|
13.9K
$4.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
266+ 14.95% |
$61K - $66K
|
2.05K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
265+ 0.33% |
$60.8K - $65.7K
|
80.6K
$25.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
265+ 1019.23% |
$60.8K - $65.7K
|
291
$91.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
263+ 28.77% |
$60.4K - $65.3K
|
1.18K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
262+ 1.42% |
$60.1K - $65K
|
18.7K
$5.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
261+ 11.86% |
$59.9K - $64.8K
|
2.46K
$773K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
260+ 0.34% |
$59.7K - $64.5K
|
76K
$23.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
259+ 0.18% |
$59.4K - $64.3K
|
146K
$45.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
257+ 26.06% |
$59K - $63.8K
|
1.24K
$390K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
256+ 9.95% |
$58.8K - $63.5K
|
2.83K
$888K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
255+ 18.87% |
$58.5K - $63.3K
|
1.61K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
254+ 5.8% |
$58.3K - $63K
|
4.64K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
254+ 1.12% |
$58.3K - $63K
|
22.9K
$7.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
253+ 0.47% |
$58.1K - $62.8K
|
54.1K
$17M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
252+ 1.91% |
$57.8K - $62.5K
|
13.4K
$4.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
251+ 0.41% |
$57.6K - $62.3K
|
62K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
251+ 1.28% |
$57.6K - $62.3K
|
19.8K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
251+ 3.63% |
$57.6K - $62.3K
|
7.17K
$2.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
250+ 0.81% |
$57.4K - $62K
|
31.1K
$9.76M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
250+ 20.58% |
$57.4K - $62K
|
1.47K
$460K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
249+ 2.33% |
$57.1K - $61.8K
|
10.9K
$3.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
248+ 3.87% |
$56.9K - $61.5K
|
6.65K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
247+ 3.8% |
$56.7K - $61.3K
|
6.75K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
246+ 11.07% |
$56.5K - $61K
|
2.47K
$774K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
246+ 10.28% |
$56.5K - $61K
|
2.64K
$828K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
245+ 3.43% |
$56.2K - $60.8K
|
7.4K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
244+ 24.21% |
$56K - $60.5K
|
1.25K
$393K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
244+ 1.8% |
$56K - $60.5K
|
13.8K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
244+ 1.43% |
$56K - $60.5K
|
17.4K
$5.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
242+ 9.61% |
$55.5K - $60K
|
2.76K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
242+ 0.43% |
$55.5K - $60K
|
57K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
242+ 6.15% |
$55.5K - $60K
|
4.18K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
241+ 0.97% |
$55.3K - $59.8K
|
25.1K
$7.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
240+ 1.37% |
$55.1K - $59.5K
|
17.8K
$5.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 5.22% |
$55.1K - $59.5K
|
4.84K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
240+ 1.5% |
$55.1K - $59.5K
|
16.3K
$5.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
239+ 20.38% |
$54.9K - $59.3K
|
1.41K
$443K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
239+ 0.5% |
$54.9K - $59.3K
|
48.5K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
238+ 4.37% |
$54.6K - $59.1K
|
5.69K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
237+ 0.12% |
$54.4K - $58.8K
|
203K
$63.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
233+ 1.34% |
$53.5K - $57.8K
|
17.6K
$5.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 6.82% |
$53.2K - $57.6K
|
3.64K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
228+ 5.71% |
$52.3K - $56.6K
|
4.22K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
226+ 1.16% |
$51.9K - $56.1K
|
19.7K
$6.18M
|