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 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-57- 0.33% |
$13.1K - $14.1K
|
17K
$5.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-57- 3.66% |
$13.1K - $14.1K
|
1.5K
$478K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-57- 2.15% |
$13.1K - $14.1K
|
2.59K
$827K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-57- 0.83% |
$13.1K - $14.1K
|
6.79K
$2.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-58- 0.94% |
$13.3K - $14.4K
|
6.12K
$1.95M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-58- 0.94% |
$13.3K - $14.4K
|
6.12K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-59- 0.71% |
$13.5K - $14.6K
|
8.31K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-59- 1.49% |
$13.5K - $14.6K
|
3.91K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-59- 1.99% |
$13.5K - $14.6K
|
2.91K
$928K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-60- 0.56% |
$13.8K - $14.9K
|
10.7K
$3.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-60- 1.1% |
$13.8K - $14.9K
|
5.4K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-60- 0.74% |
$13.8K - $14.9K
|
8.04K
$2.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-61- 1.76% |
$14K - $15.1K
|
3.4K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-61- 10.03% |
$14K - $15.1K
|
547
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-61- 0.45% |
$14K - $15.1K
|
13.5K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-62- 0.92% |
$14.2K - $15.4K
|
6.65K
$2.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-63- 4.26% |
$14.5K - $15.6K
|
1.42K
$451K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-64- 0.09% |
$14.7K - $15.9K
|
69.2K
$22.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-64- 0.19% |
$14.7K - $15.9K
|
32.9K
$10.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-65- 1.46% |
$14.9K - $16.1K
|
4.38K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-66- 4.78% |
$15.1K - $16.4K
|
1.32K
$419K
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-66- 0.21% |
$15.1K - $16.4K
|
31K
$9.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-66- 0.5% |
$15.1K - $16.4K
|
13.1K
$4.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-66- 3.59% |
$15.1K - $16.4K
|
1.77K
$564K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-67- 1.61% |
$15.4K - $16.6K
|
4.1K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-67- 0.84% |
$15.4K - $16.6K
|
7.87K
$2.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-67- 1.97% |
$15.4K - $16.6K
|
3.33K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-67- 1.49% |
$15.4K - $16.6K
|
4.43K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-67- 0.19% |
$15.4K - $16.6K
|
34.6K
$11M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-68- 0.04% |
$15.6K - $16.9K
|
158K
$50.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-69- 0.46% |
$15.8K - $17.1K
|
15K
$4.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-70- 8.82% |
$16.1K - $17.4K
|
724
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-70- 0.21% |
$16.1K - $17.4K
|
33.6K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.14% |
$16.1K - $17.4K
|
6.05K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-71- 1.38% |
$16.3K - $17.6K
|
5.06K
$1.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-71- 3.19% |
$16.3K - $17.6K
|
2.16K
$688K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71- 1.73% |
$16.3K - $17.6K
|
4.03K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-71- 0.11% |
$16.3K - $17.6K
|
63.6K
$20.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-72- 3.91% |
$16.5K - $17.9K
|
1.77K
$564K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-73- 3.27% |
$16.8K - $18.1K
|
2.16K
$689K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-73- 2.08% |
$16.8K - $18.1K
|
3.44K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-74- 0.64% |
$17K - $18.4K
|
11.6K
$3.69M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-74- 4.28% |
$17K - $18.4K
|
1.66K
$528K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-75- 7.2% |
$17.2K - $18.6K
|
966
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-75- 0.75% |
$17.2K - $18.6K
|
9.93K
$3.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-75- 0.81% |
$17.2K - $18.6K
|
9.13K
$2.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-75- 2.53% |
$17.2K - $18.6K
|
2.89K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.23% |
$17.2K - $18.6K
|
2.25K
$717K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-76- 0.19% |
$17.4K - $18.9K
|
40.1K
$12.8M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-76- 5.32% |
$17.4K - $18.9K
|
1.35K
$431K
|