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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76+ 3.05% |
$17.4K - $18.9K
|
2.57K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
75+ 1.67% |
$17.2K - $18.6K
|
4.57K
$1.43M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
75+ 2.1% |
$17.2K - $18.6K
|
3.65K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
74+ 2.33% |
$17K - $18.4K
|
3.25K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
73+ 0.79% |
$16.8K - $18.1K
|
9.32K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 0.3% |
$16.8K - $18.1K
|
24.6K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
73+ 2.7% |
$16.8K - $18.1K
|
2.78K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
73New |
$16.8K - $18.1K
|
73
$22.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
72+ 5.89% |
$16.5K - $17.9K
|
1.29K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
72+ 4.5% |
$16.5K - $17.9K
|
1.67K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
71+ 1.81% |
$16.3K - $17.6K
|
4K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
70+ 0.42% |
$16.1K - $17.4K
|
16.7K
$5.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
70+ 7.27% |
$16.1K - $17.4K
|
1.03K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
70+ 0.96% |
$16.1K - $17.4K
|
7.39K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$16.1K - $17.4K
|
70
$22K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
68+ 1.65% |
$15.6K - $16.9K
|
4.19K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
67+ 6.37% |
$15.4K - $16.6K
|
1.12K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
67+ 2.79% |
$15.4K - $16.6K
|
2.47K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
67+ 1.71% |
$15.4K - $16.6K
|
3.99K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
66+ 1.8% |
$15.1K - $16.4K
|
3.74K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 6.89% |
$15.1K - $16.4K
|
1.02K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.61% |
$15.1K - $16.4K
|
10.9K
$3.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 2.59% |
$15.1K - $16.4K
|
2.62K
$821K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
65+ 1.73% |
$14.9K - $16.1K
|
3.82K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
65+ 0.69% |
$14.9K - $16.1K
|
9.53K
$2.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
65+ 0.12% |
$14.9K - $16.1K
|
56.4K
$17.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
65+ 4.24% |
$14.9K - $16.1K
|
1.6K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
64+ 1.82% |
$14.7K - $15.9K
|
3.57K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
63+ 2.54% |
$14.5K - $15.6K
|
2.54K
$797K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
63+ 4.38% |
$14.5K - $15.6K
|
1.5K
$471K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
63+ 0.36% |
$14.5K - $15.6K
|
17.7K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
62+ 4.75% |
$14.2K - $15.4K
|
1.37K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
62+ 0.72% |
$14.2K - $15.4K
|
8.72K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
61+ 3.29% |
$14K - $15.1K
|
1.91K
$601K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
60+ 1.41% |
$13.8K - $14.9K
|
4.31K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
60+ 2.57% |
$13.8K - $14.9K
|
2.4K
$752K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
60+ 0.26% |
$13.8K - $14.9K
|
23.3K
$7.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
60+ 2.46% |
$13.8K - $14.9K
|
2.5K
$784K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
60+ 2.9% |
$13.8K - $14.9K
|
2.13K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
59+ 1.78% |
$13.5K - $14.6K
|
3.38K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
59+ 6.57% |
$13.5K - $14.6K
|
957
$300K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
58+ 0.07% |
$13.3K - $14.4K
|
81K
$25.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
58+ 1.65% |
$13.3K - $14.4K
|
3.57K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
58+ 1.5% |
$13.3K - $14.4K
|
3.93K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
58+ 1.22% |
$13.3K - $14.4K
|
4.83K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
57+ 0.19% |
$13.1K - $14.1K
|
30.7K
$9.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
57+ 0.35% |
$13.1K - $14.1K
|
16.3K
$5.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
56+ 0.11% |
$12.9K - $13.9K
|
50.2K
$15.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
56+ 0.32% |
$12.9K - $13.9K
|
17.5K
$5.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.44% |
$12.9K - $13.9K
|
12.9K
$4.04M
|