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 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-77- 0.27% |
$17.7K - $19.1K
|
28.4K
$9.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 0.41% |
$17.9K - $19.4K
|
18.8K
$6M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-78- 2.79% |
$17.9K - $19.4K
|
2.72K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-80- 1.57% |
$18.4K - $19.8K
|
5.01K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-80- 1.1% |
$18.4K - $19.8K
|
7.22K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-80- 0.25% |
$18.4K - $19.8K
|
31.6K
$10.1M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 5.85% |
$18.4K - $19.8K
|
1.29K
$410K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-81- 7.02% |
$18.6K - $20.1K
|
1.07K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-81- 2.19% |
$18.6K - $20.1K
|
3.62K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-82- 0.19% |
$18.8K - $20.3K
|
43.3K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-82- 0.41% |
$18.8K - $20.3K
|
20.1K
$6.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-83- 0.22% |
$19K - $20.6K
|
38.2K
$12.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-83- 3.47% |
$19K - $20.6K
|
2.31K
$735K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-84- 0.78% |
$19.3K - $20.8K
|
10.7K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-84- 0.23% |
$19.3K - $20.8K
|
37.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-84- 2.92% |
$19.3K - $20.8K
|
2.79K
$889K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-85- 3.93% |
$19.5K - $21.1K
|
2.08K
$663K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-85- 0.66% |
$19.5K - $21.1K
|
12.8K
$4.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-86- 7.03% |
$19.7K - $21.3K
|
1.14K
$363K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-86- 0.73% |
$19.7K - $21.3K
|
11.7K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-87- 2.37% |
$20K - $21.6K
|
3.58K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-87- 5.69% |
$20K - $21.6K
|
1.44K
$460K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-87- 4.64% |
$20K - $21.6K
|
1.79K
$569K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-87- 1.97% |
$20K - $21.6K
|
4.32K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-87- 0.81% |
$20K - $21.6K
|
10.6K
$3.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-88- 0.57% |
$20.2K - $21.8K
|
15.4K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-88- 0.62% |
$20.2K - $21.8K
|
14.1K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-88- 2.01% |
$20.2K - $21.8K
|
4.3K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-89- 5.5% |
$20.4K - $22.1K
|
1.53K
$488K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-90- 5.28% |
$20.7K - $22.3K
|
1.62K
$515K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-90- 7.25% |
$20.7K - $22.3K
|
1.15K
$367K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-90- 6.97% |
$20.7K - $22.3K
|
1.2K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-91- 0.31% |
$20.9K - $22.6K
|
29.6K
$9.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-91- 2.18% |
$20.9K - $22.6K
|
4.08K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-91- 0.09% |
$20.9K - $22.6K
|
106K
$33.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-95- 0.56% |
$21.8K - $23.6K
|
16.8K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-96- 0.11% |
$22K - $23.8K
|
90K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-97- 7.47% |
$22.3K - $24.1K
|
1.2K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-98- 1.49% |
$22.5K - $24.3K
|
6.48K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-98- 0.53% |
$22.5K - $24.3K
|
18.2K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-98- 0.6% |
$22.5K - $24.3K
|
16.1K
$5.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-99- 2.69% |
$22.7K - $24.6K
|
3.59K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-99- 2.22% |
$22.7K - $24.6K
|
4.36K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-99- 0.64% |
$22.7K - $24.6K
|
15.3K
$4.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 1.41% |
$23K - $24.8K
|
7K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 28.57% |
$23K - $24.8K
|
250
$79.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.68% |
$23K - $24.8K
|
14.5K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 1.04% |
$23K - $24.8K
|
9.5K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-100- 5.81% |
$23K - $24.8K
|
1.62K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 1.86% |
$23K - $24.8K
|
5.27K
$1.68M
|