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 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
225+ 1.68% |
$51.6K - $55.8K
|
13.6K
$4.26M
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
225+ 53.19% |
$51.6K - $55.8K
|
648
$203K
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
224+ 10.84% |
$51.4K - $55.6K
|
2.29K
$719K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
221New |
$50.7K - $54.8K
|
221
$69.3K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
221+ 12.51% |
$50.7K - $54.8K
|
1.99K
$624K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
220+ 0.83% |
$50.5K - $54.6K
|
26.8K
$8.4M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
220+ 0.15% |
$50.5K - $54.6K
|
145K
$45.3M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
219+ 25.32% |
$50.3K - $54.3K
|
1.08K
$340K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
218+ 325.37% |
$50K - $54.1K
|
285
$89.4K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
218+ 3.82% |
$50K - $54.1K
|
5.93K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
218+ 10.55% |
$50K - $54.1K
|
2.28K
$717K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
217+ 1.41% |
$49.8K - $53.8K
|
15.6K
$4.88M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
216+ 9.18% |
$49.6K - $53.6K
|
2.57K
$806K
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
216+ 1.1% |
$49.6K - $53.6K
|
19.9K
$6.25M
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
BUY
|
- |
215+ 0.75% |
$49.3K - $53.3K
|
29K
$9.1M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
214+ 2.86% |
$49.1K - $53.1K
|
7.69K
$2.41M
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
214New |
$49.1K - $53.1K
|
214
$67.2K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
213+ 7.03% |
$48.9K - $52.8K
|
3.24K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
212+ 0.93% |
$48.7K - $52.6K
|
22.9K
$7.19M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
211+ 4.18% |
$48.4K - $52.4K
|
5.26K
$1.65M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
210+ 2.43% |
$48.2K - $52.1K
|
8.87K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
210+ 0.28% |
$48.2K - $52.1K
|
76.2K
$23.9M
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
209+ 0.37% |
$48K - $51.9K
|
57.2K
$17.9M
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
209+ 0.9% |
$48K - $51.9K
|
23.5K
$7.38M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
209+ 43.91% |
$48K - $51.9K
|
685
$215K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
208+ 3.82% |
$47.7K - $51.6K
|
5.66K
$1.78M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
208+ 1.75% |
$47.7K - $51.6K
|
12.1K
$3.79M
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
207+ 0.73% |
$47.5K - $51.4K
|
28.8K
$9.02M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
206+ 1.63% |
$47.3K - $51.1K
|
12.9K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
206+ 0.18% |
$47.3K - $51.1K
|
117K
$36.7M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
206+ 5.27% |
$47.3K - $51.1K
|
4.11K
$1.29M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
205+ 23.03% |
$47K - $50.9K
|
1.1K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
205+ 4.54% |
$47K - $50.9K
|
4.72K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
205+ 1.24% |
$47K - $50.9K
|
16.8K
$5.27M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
205+ 5.36% |
$47K - $50.9K
|
4.03K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
203+ 0.77% |
$46.6K - $50.4K
|
26.6K
$8.36M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
202+ 0.79% |
$46.4K - $50.1K
|
25.8K
$8.11M
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
202+ 11.66% |
$46.4K - $50.1K
|
1.94K
$607K
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
201+ 1.14% |
$46.1K - $49.9K
|
17.8K
$5.6M
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
201+ 5.19% |
$46.1K - $49.9K
|
4.08K
$1.28M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200+ 15.92% |
$45.9K - $49.6K
|
1.46K
$457K
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 2.09% |
$45.9K - $49.6K
|
9.76K
$3.06M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
200+ 58.48% |
$45.9K - $49.6K
|
542
$170K
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
200+ 4.11% |
$45.9K - $49.6K
|
5.07K
$1.59M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
200+ 0.41% |
$45.9K - $49.6K
|
48.5K
$15.2M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 40.0% |
$45.9K - $49.6K
|
700
$220K
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
198+ 3.66% |
$45.4K - $49.1K
|
5.62K
$1.76M
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
196+ 1.0% |
$45K - $48.6K
|
19.8K
$6.2M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
195+ 4.18% |
$44.8K - $48.4K
|
4.86K
$1.52M
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
195+ 2.93% |
$44.8K - $48.4K
|
6.85K
$2.15M
|