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
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
97+ 0.68% |
$22.3K - $24.1K
|
14.3K
$4.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
95+ 23.0% |
$21.8K - $23.6K
|
508
$159K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
95+ 0.05% |
$21.8K - $23.6K
|
205K
$64.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
95+ 0.43% |
$21.8K - $23.6K
|
22.2K
$6.98M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
95+ 0.43% |
$21.8K - $23.6K
|
22.2K
$6.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
94+ 0.31% |
$21.6K - $23.3K
|
30.3K
$9.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
93+ 2.18% |
$21.3K - $23.1K
|
4.37K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
93+ 0.43% |
$21.3K - $23.1K
|
21.6K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 3.44% |
$21.1K - $22.8K
|
2.76K
$867K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
91+ 0.04% |
$20.9K - $22.6K
|
208K
$65.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
91+ 0.63% |
$20.9K - $22.6K
|
14.5K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
91+ 2.76% |
$20.9K - $22.6K
|
3.38K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90+ 2.48% |
$20.7K - $22.3K
|
3.72K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
90+ 1.67% |
$20.7K - $22.3K
|
5.47K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
90+ 0.83% |
$20.7K - $22.3K
|
10.9K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
88+ 1.68% |
$20.2K - $21.8K
|
5.33K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87New |
$20K - $21.6K
|
87
$27.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
87+ 0.11% |
$20K - $21.6K
|
76.9K
$24.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
86+ 1.63% |
$19.7K - $21.3K
|
5.37K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
86+ 5.06% |
$19.7K - $21.3K
|
1.79K
$561K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 1.02% |
$19.7K - $21.3K
|
8.53K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.82% |
$19.5K - $21.1K
|
4.75K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
85+ 4.32% |
$19.5K - $21.1K
|
2.05K
$644K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
85+ 0.75% |
$19.5K - $21.1K
|
11.4K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
85+ 11.63% |
$19.5K - $21.1K
|
816
$256K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
84+ 7.24% |
$19.3K - $20.8K
|
1.24K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
83+ 4.53% |
$19K - $20.6K
|
1.91K
$601K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
82+ 7.87% |
$18.8K - $20.3K
|
1.12K
$353K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
82+ 7.92% |
$18.8K - $20.3K
|
1.12K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 1.41% |
$18.6K - $20.1K
|
5.83K
$1.83M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
81+ 4.89% |
$18.6K - $20.1K
|
1.74K
$545K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
80+ 0.45% |
$18.4K - $19.8K
|
17.7K
$5.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
80+ 0.38% |
$18.4K - $19.8K
|
21.1K
$6.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
80+ 1.07% |
$18.4K - $19.8K
|
7.52K
$2.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
80+ 2.69% |
$18.4K - $19.8K
|
3.05K
$957K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
79+ 1.29% |
$18.1K - $19.6K
|
6.22K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
79+ 1.22% |
$18.1K - $19.6K
|
6.56K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
79+ 3.49% |
$18.1K - $19.6K
|
2.34K
$735K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
78+ 5.23% |
$17.9K - $19.4K
|
1.57K
$492K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
78+ 2.02% |
$17.9K - $19.4K
|
3.93K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
78+ 2.47% |
$17.9K - $19.4K
|
3.24K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
78+ 3.16% |
$17.9K - $19.4K
|
2.55K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
78+ 1.24% |
$17.9K - $19.4K
|
6.35K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
78+ 0.43% |
$17.9K - $19.4K
|
18K
$5.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
77+ 1.1% |
$17.7K - $19.1K
|
7.05K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
77+ 6.0% |
$17.7K - $19.1K
|
1.36K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
77+ 2.3% |
$17.7K - $19.1K
|
3.42K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
77+ 0.8% |
$17.7K - $19.1K
|
9.7K
$3.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
76+ 3.42% |
$17.4K - $18.9K
|
2.3K
$721K
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
76+ 0.03% |
$17.4K - $18.9K
|
256K
$80.2M
|