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 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-294- 1.75% |
$67.5K - $72.9K
|
16.5K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-294- 0.6% |
$67.5K - $72.9K
|
48.8K
$17.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-295- 1.85% |
$67.7K - $73.2K
|
15.7K
$5.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-295- 4.68% |
$67.7K - $73.2K
|
6.01K
$2.15M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-295- 0.5% |
$67.7K - $73.2K
|
58.3K
$20.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-297- 1.51% |
$68.2K - $73.7K
|
19.4K
$6.93M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-297- 1.51% |
$68.2K - $73.7K
|
19.4K
$6.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-298- 8.98% |
$68.4K - $73.9K
|
3.02K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-298- 0.32% |
$68.4K - $73.9K
|
94.2K
$33.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-299- 0.5% |
$68.6K - $74.2K
|
59.4K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-300- 11.11% |
$68.9K - $74.4K
|
2.4K
$859K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-302- 2.06% |
$69.3K - $74.9K
|
14.3K
$5.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-302- 1.93% |
$69.3K - $74.9K
|
15.4K
$5.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-305- 1.39% |
$70K - $75.7K
|
21.6K
$7.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-305- 0.98% |
$70K - $75.7K
|
30.8K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-306- 8.11% |
$70.2K - $75.9K
|
3.47K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-308- 1.44% |
$70.7K - $76.4K
|
21.1K
$7.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-309- 3.51% |
$70.9K - $76.7K
|
8.48K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-310- 1.92% |
$71.1K - $76.9K
|
15.8K
$5.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-310- 0.09% |
$71.1K - $76.9K
|
333K
$119M
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-310- 86.11% |
$71.1K - $76.9K
|
50
$17.9K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-311- 1.12% |
$71.4K - $77.2K
|
27.5K
$9.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-315- 3.21% |
$72.3K - $78.2K
|
9.49K
$3.39M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-316- 7.25% |
$72.5K - $78.4K
|
4.04K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-319- 7.13% |
$73.2K - $79.1K
|
4.15K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-320- 14.54% |
$73.4K - $79.4K
|
1.88K
$673K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-320- 9.55% |
$73.4K - $79.4K
|
3.03K
$1.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-321- 1.02% |
$73.7K - $79.6K
|
31.2K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-322- 7.13% |
$73.9K - $79.9K
|
4.2K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-323- 20.47% |
$74.1K - $80.1K
|
1.26K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-323- 3.03% |
$74.1K - $80.1K
|
10.3K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-324- 0.55% |
$74.4K - $80.4K
|
58.8K
$21M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-325- 7.43% |
$74.6K - $80.6K
|
4.05K
$1.45M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-325- 7.43% |
$74.6K - $80.6K
|
4.05K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-326- 0.34% |
$74.8K - $80.9K
|
96K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-327- 5.36% |
$75K - $81.1K
|
5.77K
$2.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-328- 0.27% |
$75.3K - $81.4K
|
123K
$44M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-328- 0.64% |
$75.3K - $81.4K
|
50.7K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-329- 2.63% |
$75.5K - $81.6K
|
12.2K
$4.36M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-333- 10.35% |
$76.4K - $82.6K
|
2.88K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$76.9K - $83.1K
|
26.8K
$9.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-335- 1.65% |
$76.9K - $83.1K
|
20K
$7.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-339- 2.11% |
$77.8K - $84.1K
|
15.7K
$5.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-340- 2.57% |
$78K - $84.4K
|
12.9K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-340- 0.04% |
$78K - $84.4K
|
797K
$285M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-341- 11.27% |
$78.3K - $84.6K
|
2.69K
$961K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-341- 9.03% |
$78.3K - $84.6K
|
3.44K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-342- 12.01% |
$78.5K - $84.9K
|
2.51K
$896K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-342- 2.13% |
$78.5K - $84.9K
|
15.7K
$5.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-343- 2.52% |
$78.7K - $85.1K
|
13.3K
$4.75M
|