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 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-17- 89.47% |
$3.9K - $4.22K
|
2
$632
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-17- 1.01% |
$3.9K - $4.22K
|
1.66K
$525K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.23% |
$3.9K - $4.22K
|
7.31K
$2.31M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-17- 0.39% |
$3.9K - $4.22K
|
4.36K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-18- 0.02% |
$4.13K - $4.47K
|
101K
$31.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-18- 0.84% |
$4.13K - $4.47K
|
2.12K
$668K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-18- 0.07% |
$4.13K - $4.47K
|
27.5K
$8.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18- 0.12% |
$4.13K - $4.47K
|
14.7K
$4.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-18- 1.3% |
$4.13K - $4.47K
|
1.37K
$432K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-18- 0.08% |
$4.13K - $4.47K
|
23.1K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-18- 0.41% |
$4.13K - $4.47K
|
4.37K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-18- 0.3% |
$4.13K - $4.47K
|
5.98K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-19- 0.31% |
$4.36K - $4.71K
|
6.12K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-19- 0.95% |
$4.36K - $4.71K
|
1.98K
$624K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.57% |
$4.59K - $4.96K
|
3.49K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-20- 0.38% |
$4.59K - $4.96K
|
5.27K
$1.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.12% |
$4.59K - $4.96K
|
16.9K
$5.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-20- 0.12% |
$4.59K - $4.96K
|
16.6K
$5.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-20- 1.42% |
$4.59K - $4.96K
|
1.39K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20- 1.57% |
$4.59K - $4.96K
|
1.25K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-20- 0.84% |
$4.59K - $4.96K
|
2.37K
$749K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-20- 0.13% |
$4.59K - $4.96K
|
15.2K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-21- 2.07% |
$4.82K - $5.21K
|
993
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-21- 1.68% |
$4.82K - $5.21K
|
1.23K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21- 0.16% |
$4.82K - $5.21K
|
13K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 0.13% |
$4.82K - $5.21K
|
16.6K
$5.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-22- 0.08% |
$5.05K - $5.46K
|
26.6K
$8.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-23- 0.38% |
$5.28K - $5.71K
|
6.07K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-23- 0.21% |
$5.28K - $5.71K
|
10.8K
$3.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-23- 1.46% |
$5.28K - $5.71K
|
1.55K
$490K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 0.24% |
$5.51K - $5.95K
|
9.79K
$3.09M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-24- 1.96% |
$5.51K - $5.95K
|
1.2K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-25- 0.9% |
$5.74K - $6.2K
|
2.76K
$873K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-25- 0.64% |
$5.74K - $6.2K
|
3.89K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-25- 2.04% |
$5.74K - $6.2K
|
1.2K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-25- 1.41% |
$5.74K - $6.2K
|
1.75K
$553K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 7.53% |
$5.74K - $6.2K
|
307
$97K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 0.54% |
$5.74K - $6.2K
|
4.64K
$1.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.71% |
$5.74K - $6.2K
|
3.49K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.1% |
$5.74K - $6.2K
|
2.24K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-25- 0.24% |
$5.74K - $6.2K
|
10.3K
$3.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-26- 0.93% |
$5.97K - $6.45K
|
2.78K
$879K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26- 0.21% |
$5.97K - $6.45K
|
12.6K
$3.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-26- 0.52% |
$5.97K - $6.45K
|
4.97K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-26- 1.07% |
$5.97K - $6.45K
|
2.41K
$762K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-26- 1.59% |
$5.97K - $6.45K
|
1.61K
$510K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-27- 2.83% |
$6.2K - $6.7K
|
926
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-28- 0.64% |
$6.43K - $6.95K
|
4.33K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-28- 0.72% |
$6.43K - $6.95K
|
3.85K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-28- 0.68% |
$6.43K - $6.95K
|
4.11K
$1.3M
|