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 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$230 - $248
|
2.58K
$814K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.01% |
$230 - $248
|
6.82K
$2.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.03% |
$230 - $248
|
2.87K
$908K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.08% |
$230 - $248
|
1.21K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.03% |
$230 - $248
|
3.38K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.08% |
$230 - $248
|
1.18K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $248
|
15.5K
$4.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1+ 0.06% |
$230 - $248
|
1.71K
$541K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1+ 0.07% |
$230 - $248
|
1.51K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$230 - $248
|
764
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.04% |
$230 - $248
|
2.29K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$230 - $248
|
2.35K
$744K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.06% |
$230 - $248
|
1.63K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$230 - $248
|
2.05K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$230 - $248
|
2.2K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.08% |
$230 - $248
|
1.18K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$230 - $248
|
1.38K
$435K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.04% |
$230 - $248
|
2.55K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1- 0.01% |
$230 - $248
|
12.4K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.05% |
$230 - $248
|
1.87K
$591K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.01% |
$230 - $248
|
16.5K
$5.2M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$230 - $248
|
5.16K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.04% |
$230 - $248
|
2.77K
$875K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1- -0.0% |
$230 - $248
|
21.7K
$6.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 1.25% |
$459 - $496
|
158
$49.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.08% |
$459 - $496
|
2.37K
$748K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2- 0.3% |
$459 - $496
|
656
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2- 0.1% |
$459 - $496
|
2.06K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$689 - $744
|
942
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3- 0.18% |
$689 - $744
|
1.62K
$512K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 1.1% |
$918 - $992
|
360
$114K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$918 - $992
|
4.47K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.42% |
$918 - $992
|
956
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4- 0.32% |
$918 - $992
|
1.25K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-4- 0.16% |
$918 - $992
|
2.43K
$769K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.1% |
$918 - $992
|
4.01K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5- 0.52% |
$1.15K - $1.24K
|
952
$301K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-5- 0.26% |
$1.15K - $1.24K
|
1.94K
$613K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-5- 0.24% |
$1.15K - $1.24K
|
2.09K
$659K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.13% |
$1.15K - $1.24K
|
3.95K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-6- 0.07% |
$1.38K - $1.49K
|
8.21K
$2.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6- 0.06% |
$1.38K - $1.49K
|
9.96K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-6- 0.41% |
$1.38K - $1.49K
|
1.46K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-6- 0.53% |
$1.38K - $1.49K
|
1.13K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-7- 0.46% |
$1.61K - $1.74K
|
1.51K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-7- 0.14% |
$1.61K - $1.74K
|
5.12K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-7- 0.19% |
$1.61K - $1.74K
|
3.64K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7- 0.73% |
$1.61K - $1.74K
|
953
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7- 0.18% |
$1.61K - $1.74K
|
3.87K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-7- 0.2% |
$1.61K - $1.74K
|
3.49K
$1.1M
|