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 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-42- 2.51% |
$9.64K - $10.4K
|
1.63K
$520K
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-44- 0.11% |
$10.1K - $10.9K
|
39.6K
$12.6M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-44- 0.51% |
$10.1K - $10.9K
|
8.53K
$2.72M
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-44- 0.28% |
$10.1K - $10.9K
|
15.7K
$5M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-44- 2.0% |
$10.1K - $10.9K
|
2.16K
$688K
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-45- 1.13% |
$10.3K - $11.2K
|
3.94K
$1.26M
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-45- 2.36% |
$10.3K - $11.2K
|
1.86K
$593K
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-45- 0.25% |
$10.3K - $11.2K
|
17.8K
$5.66M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-46- 0.62% |
$10.6K - $11.4K
|
7.4K
$2.36M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-46- 0.72% |
$10.6K - $11.4K
|
6.37K
$2.03M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-47- 0.23% |
$10.8K - $11.7K
|
20K
$6.37M
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-47- 0.84% |
$10.8K - $11.7K
|
5.56K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-47- 2.15% |
$10.8K - $11.7K
|
2.14K
$683K
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-47- 2.27% |
$10.8K - $11.7K
|
2.02K
$644K
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-47- 3.92% |
$10.8K - $11.7K
|
1.15K
$367K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-48- 2.22% |
$11K - $11.9K
|
2.11K
$673K
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-48- 5.06% |
$11K - $11.9K
|
900
$287K
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-48- 4.83% |
$11K - $11.9K
|
946
$301K
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-48- 4.37% |
$11K - $11.9K
|
1.05K
$335K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-49- 3.57% |
$11.2K - $12.2K
|
1.32K
$422K
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-49- 1.07% |
$11.2K - $12.2K
|
4.52K
$1.44M
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-49- 0.09% |
$11.2K - $12.2K
|
53.7K
$17.1M
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-49- 0.28% |
$11.2K - $12.2K
|
17.3K
$5.5M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-49- 6.15% |
$11.2K - $12.2K
|
748
$238K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49- 0.24% |
$11.2K - $12.2K
|
20.7K
$6.58M
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-49- 1.39% |
$11.2K - $12.2K
|
3.48K
$1.11M
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-50- 0.18% |
$11.5K - $12.4K
|
28.5K
$9.07M
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-50- 1.84% |
$11.5K - $12.4K
|
2.67K
$850K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-50- 2.86% |
$11.5K - $12.4K
|
1.7K
$542K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-50- 0.64% |
$11.5K - $12.4K
|
7.73K
$2.46M
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-50- 2.26% |
$11.5K - $12.4K
|
2.16K
$689K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-50- 3.73% |
$11.5K - $12.4K
|
1.29K
$411K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-50- 3.49% |
$11.5K - $12.4K
|
1.38K
$440K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.9% |
$11.5K - $12.4K
|
5.53K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-50- 2.73% |
$11.5K - $12.4K
|
1.78K
$568K
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-50- 1.67% |
$11.5K - $12.4K
|
2.94K
$937K
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-50- 0.88% |
$11.5K - $12.4K
|
5.65K
$1.8M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 4.05% |
$11.5K - $12.4K
|
1.19K
$378K
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-51- 0.58% |
$11.7K - $12.7K
|
8.75K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-51- 0.18% |
$11.7K - $12.7K
|
28.4K
$9.04M
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-52- 0.45% |
$11.9K - $12.9K
|
11.5K
$3.67M
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-52- 2.27% |
$11.9K - $12.9K
|
2.24K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-52- 0.47% |
$11.9K - $12.9K
|
11K
$3.5M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-53- 1.23% |
$12.2K - $13.1K
|
4.24K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.7% |
$12.2K - $13.1K
|
7.51K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-54- 3.82% |
$12.4K - $13.4K
|
1.36K
$433K
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-55- 0.38% |
$12.6K - $13.6K
|
14.4K
$4.6M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-56- 2.53% |
$12.9K - $13.9K
|
2.16K
$689K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56- 6.05% |
$12.9K - $13.9K
|
870
$277K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-56- 0.75% |
$12.9K - $13.9K
|
7.4K
$2.36M
|