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 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-135- 0.18% |
$31K - $33.5K
|
76.4K
$24.3M
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-135- 0.44% |
$31K - $33.5K
|
30.2K
$9.64M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-137- 1.62% |
$31.4K - $34K
|
8.34K
$2.66M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-138- 0.93% |
$31.7K - $34.2K
|
14.7K
$4.69M
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-138- 0.69% |
$31.7K - $34.2K
|
19.8K
$6.31M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-139- 7.28% |
$31.9K - $34.5K
|
1.77K
$564K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-139- 1.28% |
$31.9K - $34.5K
|
10.7K
$3.4M
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-140- 1.88% |
$32.1K - $34.7K
|
7.3K
$2.33M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-140- 0.25% |
$32.1K - $34.7K
|
56.2K
$17.9M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-140- 0.73% |
$32.1K - $34.7K
|
19.1K
$6.08M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-141- 2.99% |
$32.4K - $35K
|
4.58K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-141- 0.04% |
$32.4K - $35K
|
371K
$118M
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-142- 11.9% |
$32.6K - $35.2K
|
1.05K
$335K
|
|
Oct 23, 2023
Q3 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-144- 0.66% |
$33K - $35.7K
|
21.8K
$6.95M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-145- 7.09% |
$33.3K - $36K
|
1.9K
$606K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-145- 0.31% |
$33.3K - $36K
|
46.1K
$14.7M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-146- 0.6% |
$33.5K - $36.2K
|
24.2K
$7.7M
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-148- 2.17% |
$34K - $36.7K
|
6.68K
$2.13M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-150- 21.37% |
$34.4K - $37.2K
|
552
$176K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-150- 4.01% |
$34.4K - $37.2K
|
3.59K
$1.14M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 0.76% |
$34.4K - $37.2K
|
19.5K
$6.22M
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-154- 0.23% |
$35.3K - $38.2K
|
67.4K
$21.5M
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-154- 1.43% |
$35.3K - $38.2K
|
10.6K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-154- 7.92% |
$35.3K - $38.2K
|
1.79K
$571K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-155- 3.01% |
$35.6K - $38.5K
|
5K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-155- 0.42% |
$35.6K - $38.5K
|
36.4K
$11.6M
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-156- 1.44% |
$35.8K - $38.7K
|
10.7K
$3.41M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-156- 4.58% |
$35.8K - $38.7K
|
3.25K
$1.04M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-158- 0.63% |
$36.3K - $39.2K
|
24.9K
$7.92M
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-161- 1.56% |
$36.9K - $39.9K
|
10.1K
$3.23M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 1.12% |
$36.9K - $39.9K
|
14.2K
$4.54M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-163- 2.93% |
$37.4K - $40.4K
|
5.41K
$1.72M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-163- 0.78% |
$37.4K - $40.4K
|
20.8K
$6.64M
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-164- 4.08% |
$37.6K - $40.7K
|
3.86K
$1.23M
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-164- 4.68% |
$37.6K - $40.7K
|
3.34K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-165- 3.49% |
$37.9K - $40.9K
|
4.56K
$1.45M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-165- 0.66% |
$37.9K - $40.9K
|
24.7K
$7.86M
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-166- 7.1% |
$38.1K - $41.2K
|
2.17K
$692K
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-166- 0.98% |
$38.1K - $41.2K
|
16.7K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 1.48% |
$38.1K - $41.2K
|
11K
$3.51M
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-167- 2.76% |
$38.3K - $41.4K
|
5.88K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-169- 0.46% |
$38.8K - $41.9K
|
36.8K
$11.7M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-170- 3.13% |
$39K - $42.2K
|
5.26K
$1.68M
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-170- 4.14% |
$39K - $42.2K
|
3.93K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-170- 0.5% |
$39K - $42.2K
|
34.1K
$10.9M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-170- 0.24% |
$39K - $42.2K
|
70.5K
$22.5M
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-171- 0.87% |
$39.2K - $42.4K
|
19.5K
$6.22M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-171- 3.03% |
$39.2K - $42.4K
|
5.47K
$1.74M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-171- 5.76% |
$39.2K - $42.4K
|
2.8K
$892K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-174- 1.95% |
$39.9K - $43.2K
|
8.73K
$2.78M
|