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
|
Puzo Michael J
|
SELL
|
- |
-100- 2.72% |
$23K - $24.8K
|
3.58K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-101- 5.98% |
$23.2K - $25.1K
|
1.59K
$506K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-102- 10.49% |
$23.4K - $25.3K
|
870
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-102- 1.01% |
$23.4K - $25.3K
|
9.95K
$3.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-103- 0.45% |
$23.6K - $25.6K
|
23K
$7.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.27% |
$23.6K - $25.6K
|
38.3K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-103- 1.65% |
$23.6K - $25.6K
|
6.13K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-103- 0.5% |
$23.6K - $25.6K
|
20.5K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-104- 0.64% |
$23.9K - $25.8K
|
16.2K
$5.15M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-105- 4.64% |
$24.1K - $26.1K
|
2.16K
$688K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-106- 0.16% |
$24.3K - $26.3K
|
68K
$21.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-106- 0.79% |
$24.3K - $26.3K
|
13.3K
$4.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 0.94% |
$24.6K - $26.5K
|
11.3K
$3.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-107- 9.88% |
$24.6K - $26.5K
|
976
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-108- 4.54% |
$24.8K - $26.8K
|
2.27K
$724K
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-110- 0.27% |
$25.2K - $27.3K
|
41.4K
$13.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-110- 1.12% |
$25.2K - $27.3K
|
9.75K
$3.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-110- 2.46% |
$25.2K - $27.3K
|
4.36K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 10.87% |
$25.2K - $27.3K
|
902
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-110- 6.14% |
$25.2K - $27.3K
|
1.68K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-110- 1.49% |
$25.2K - $27.3K
|
7.27K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-110- 2.0% |
$25.2K - $27.3K
|
5.4K
$1.72M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-110- 0.84% |
$25.2K - $27.3K
|
13K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-114- 0.15% |
$26.2K - $28.3K
|
76.5K
$24.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-117- 9.11% |
$26.9K - $29K
|
1.17K
$372K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-117- 2.17% |
$26.9K - $29K
|
5.28K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-117- 3.76% |
$26.9K - $29K
|
3K
$955K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-120- 0.78% |
$27.5K - $29.8K
|
15.3K
$4.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-120- 0.39% |
$27.5K - $29.8K
|
30.9K
$9.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-120- 12.96% |
$27.5K - $29.8K
|
806
$257K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-120- 2.41% |
$27.5K - $29.8K
|
4.86K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-121- 1.74% |
$27.8K - $30K
|
6.83K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-122- 5.32% |
$28K - $30.3K
|
2.17K
$692K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-122- 2.88% |
$28K - $30.3K
|
4.12K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 7.98% |
$28K - $30.3K
|
1.41K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-122- 10.45% |
$28K - $30.3K
|
1.05K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-123- 1.26% |
$28.2K - $30.5K
|
9.66K
$3.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-123- 0.44% |
$28.2K - $30.5K
|
28K
$8.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-124- 0.34% |
$28.5K - $30.8K
|
36.1K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-124- 0.47% |
$28.5K - $30.8K
|
26.1K
$8.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-124- 0.63% |
$28.5K - $30.8K
|
19.4K
$6.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-126- 1.2% |
$28.9K - $31.3K
|
10.4K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-127- 0.62% |
$29.1K - $31.5K
|
20.3K
$6.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-129- 6.92% |
$29.6K - $32K
|
1.74K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-129- 1.03% |
$29.6K - $32K
|
12.4K
$3.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-133- 0.41% |
$30.5K - $33K
|
32.6K
$10.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-134- 11.12% |
$30.8K - $33.2K
|
1.07K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-134- 1.57% |
$30.8K - $33.2K
|
8.39K
$2.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-135- 1.31% |
$31K - $33.5K
|
10.2K
$3.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-135- 0.48% |
$31K - $33.5K
|
28.1K
$8.96M
|