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 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
123+ 1.23% |
$28.2K - $30.5K
|
10.1K
$3.18M
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
122+ 1.77% |
$28K - $30.3K
|
7K
$2.2M
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
121+ 0.71% |
$27.8K - $30K
|
17.2K
$5.41M
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
121+ 1.52% |
$27.8K - $30K
|
8.1K
$2.54M
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
120+ 545.45% |
$27.5K - $29.8K
|
142
$44.6K
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
120+ 2.06% |
$27.5K - $29.8K
|
5.96K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
120+ 1.86% |
$27.5K - $29.8K
|
6.58K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
119+ 3.8% |
$27.3K - $29.5K
|
3.25K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
119+ 4.55% |
$27.3K - $29.5K
|
2.74K
$859K
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
116+ 4.7% |
$26.6K - $28.8K
|
2.59K
$811K
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
116+ 0.07% |
$26.6K - $28.8K
|
176K
$55.3M
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
115+ 11.9% |
$26.4K - $28.5K
|
1.08K
$339K
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
115+ 3.45% |
$26.4K - $28.5K
|
3.45K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
115+ 5.36% |
$26.4K - $28.5K
|
2.26K
$709K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
115+ 1.43% |
$26.4K - $28.5K
|
8.14K
$2.55M
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
114+ 8.43% |
$26.2K - $28.3K
|
1.47K
$460K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
114+ 1.14% |
$26.2K - $28.3K
|
10.1K
$3.18M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
113+ 2.88% |
$25.9K - $28K
|
4.03K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
113+ 6.57% |
$25.9K - $28K
|
1.83K
$575K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
112+ 7.39% |
$25.7K - $27.8K
|
1.63K
$511K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
112+ 2.29% |
$25.7K - $27.8K
|
5.01K
$1.57M
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
112+ 2.14% |
$25.7K - $27.8K
|
5.33K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
112+ 45.71% |
$25.7K - $27.8K
|
357
$112K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
111+ 1.5% |
$25.5K - $27.5K
|
7.5K
$2.35M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
110New |
$25.2K - $27.3K
|
110
$34.5K
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
110New |
$25.2K - $27.3K
|
110
$34.5K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
110+ 9.47% |
$25.2K - $27.3K
|
1.27K
$399K
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
110+ 0.48% |
$25.2K - $27.3K
|
23.2K
$7.27M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
109+ 1.2% |
$25K - $27K
|
9.16K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
109+ 0.38% |
$25K - $27K
|
28.5K
$8.95M
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
109+ 6.41% |
$25K - $27K
|
1.81K
$568K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
108+ 8.72% |
$24.8K - $26.8K
|
1.35K
$423K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
108+ 2.81% |
$24.8K - $26.8K
|
3.95K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
107+ 227.66% |
$24.6K - $26.5K
|
154
$48.3K
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
107+ 0.41% |
$24.6K - $26.5K
|
26.3K
$8.25M
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
106+ 4.72% |
$24.3K - $26.3K
|
2.35K
$738K
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
105+ 10.05% |
$24.1K - $26.1K
|
1.15K
$361K
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
104+ 1.1% |
$23.9K - $25.8K
|
9.55K
$3M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
103+ 10.81% |
$23.6K - $25.6K
|
1.06K
$331K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 2.29% |
$23.4K - $25.3K
|
4.55K
$1.43M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
101+ 2.21% |
$23.2K - $25.1K
|
4.68K
$1.47M
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.9% |
$23K - $24.8K
|
11.2K
$3.51M
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 1.39% |
$23K - $24.8K
|
7.32K
$2.3M
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 17.76% |
$23K - $24.8K
|
663
$208K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 0.66% |
$23K - $24.8K
|
15.2K
$4.77M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100+ 16.95% |
$23K - $24.8K
|
690
$217K
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 2.82% |
$23K - $24.8K
|
3.65K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99+ 15.16% |
$22.7K - $24.6K
|
752
$236K
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
98+ 1.52% |
$22.5K - $24.3K
|
6.54K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
98+ 0.57% |
$22.5K - $24.3K
|
17.4K
$5.45M
|