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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
195+ 0.66% |
$44.8K - $48.4K
|
29.9K
$9.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
193+ 0.27% |
$44.3K - $47.9K
|
70.4K
$22.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
191+ 1.6% |
$43.8K - $47.4K
|
12.1K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
191+ 1.0% |
$43.8K - $47.4K
|
19.3K
$6.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
190+ 1.55% |
$43.6K - $47.1K
|
12.5K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
190+ 3.75% |
$43.6K - $47.1K
|
5.26K
$1.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
190+ 8.31% |
$43.6K - $47.1K
|
2.48K
$777K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
190+ 16.64% |
$43.6K - $47.1K
|
1.33K
$418K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
188+ 2.51% |
$43.1K - $46.6K
|
7.68K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
187+ 51.52% |
$42.9K - $46.4K
|
550
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
187+ 18.0% |
$42.9K - $46.4K
|
1.23K
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 8.85% |
$42.7K - $46.1K
|
2.29K
$718K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
185+ 0.26% |
$42.5K - $45.9K
|
70.4K
$22.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
184+ 2.09% |
$42.2K - $45.7K
|
9K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
184+ 4.28% |
$42.2K - $45.7K
|
4.49K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
184+ 1.05% |
$42.2K - $45.7K
|
17.7K
$5.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
183+ 1.3% |
$42K - $45.4K
|
14.2K
$4.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
182+ 10.15% |
$41.8K - $45.2K
|
1.98K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
182+ 4.57% |
$41.8K - $45.2K
|
4.16K
$1.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
181+ 0.28% |
$41.5K - $44.9K
|
65.5K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
179+ 17900.0% |
$41.1K - $44.4K
|
180
$56.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
178+ 2.32% |
$40.9K - $44.2K
|
7.86K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
175+ 9.95% |
$40.2K - $43.4K
|
1.93K
$607K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
173+ 0.11% |
$39.7K - $42.9K
|
151K
$47.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
172+ 0.81% |
$39.5K - $42.7K
|
21.4K
$6.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
171+ 1.27% |
$39.2K - $42.4K
|
13.6K
$4.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
171+ 2.01% |
$39.2K - $42.4K
|
8.67K
$2.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
BUY
|
- |
170+ 0.24% |
$39K - $42.2K
|
71.1K
$22.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
170+ 2.97% |
$39K - $42.2K
|
5.9K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
170+ 0.45% |
$39K - $42.2K
|
37.6K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
170+ 17.86% |
$39K - $42.2K
|
1.12K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
167+ 4.72% |
$38.3K - $41.4K
|
3.7K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
167+ 5.64% |
$38.3K - $41.4K
|
3.13K
$982K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
164+ 0.86% |
$37.6K - $40.7K
|
19.1K
$6M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
164+ 0.25% |
$37.6K - $40.7K
|
66.7K
$20.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
164+ 3.78% |
$37.6K - $40.7K
|
4.51K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
164+ 0.62% |
$37.6K - $40.7K
|
26.5K
$8.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 3.92% |
$37.2K - $40.2K
|
4.3K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
162+ 1.71% |
$37.2K - $40.2K
|
9.63K
$3.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
161+ 10.09% |
$36.9K - $39.9K
|
1.76K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
160+ 0.83% |
$36.7K - $39.7K
|
19.5K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
160+ 11.71% |
$36.7K - $39.7K
|
1.53K
$479K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
159+ 0.38% |
$36.5K - $39.4K
|
41.5K
$13M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
159+ 0.83% |
$36.5K - $39.4K
|
19.4K
$6.08M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
159+ 2.45% |
$36.5K - $39.4K
|
6.66K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
157+ 5.51% |
$36K - $39K
|
3.01K
$943K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
157+ 1.31% |
$36K - $39K
|
12.2K
$3.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
155+ 15.83% |
$35.6K - $38.5K
|
1.13K
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
154+ 2.42% |
$35.3K - $38.2K
|
6.51K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
153+ 2.83% |
$35.1K - $38K
|
5.56K
$1.74M
|