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 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-346- 0.21% |
$79.4K - $85.8K
|
163K
$58.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-346- 0.29% |
$79.4K - $85.8K
|
118K
$42.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-347- 0.78% |
$79.6K - $86.1K
|
44.2K
$15.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-349- 0.34% |
$80.1K - $86.6K
|
101K
$36.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 0.29% |
$80.3K - $86.8K
|
121K
$43.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-355- 0.92% |
$81.5K - $88.1K
|
38.1K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-358- 3.03% |
$82.2K - $88.8K
|
11.5K
$4.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-359- 0.31% |
$82.4K - $89.1K
|
116K
$41.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-359- 1.67% |
$82.4K - $89.1K
|
21.2K
$7.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-360- 3.0% |
$82.6K - $89.3K
|
11.6K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-360- 0.57% |
$82.6K - $89.3K
|
63K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-361- 2.72% |
$82.8K - $89.6K
|
12.9K
$4.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-363- 1.97% |
$83.3K - $90.1K
|
18.1K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-370- 4.31% |
$84.9K - $91.8K
|
8.22K
$2.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-375- 6.41% |
$86.1K - $93K
|
5.48K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-375- 1.96% |
$86.1K - $93K
|
18.7K
$6.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-377- 1.04% |
$86.5K - $93.5K
|
36K
$12.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-378- 23.02% |
$86.8K - $93.8K
|
1.26K
$452K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-378- 0.8% |
$86.8K - $93.8K
|
47K
$16.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-378- 4.5% |
$86.8K - $93.8K
|
8.03K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-381- 0.81% |
$87.4K - $94.5K
|
46.4K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-382- 11.53% |
$87.7K - $94.8K
|
2.93K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-383- 1.62% |
$87.9K - $95K
|
23.2K
$8.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-383- 7.11% |
$87.9K - $95K
|
5K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-384- 3.44% |
$88.1K - $95.3K
|
10.8K
$3.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-385- 12.02% |
$88.4K - $95.5K
|
2.82K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-389- 0.32% |
$89.3K - $96.5K
|
120K
$43M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-395- 19.66% |
$90.7K - $98K
|
1.61K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-398- 0.66% |
$91.3K - $98.7K
|
59.5K
$21.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-400- 7.21% |
$91.8K - $99.2K
|
5.15K
$1.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-400- 11.05% |
$91.8K - $99.2K
|
3.22K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 30.17% |
$91.8K - $99.2K
|
926
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-408- 8.19% |
$93.6K - $101K
|
4.57K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-408- 0.18% |
$93.6K - $101K
|
231K
$82.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-410- 0.12% |
$94.1K - $102K
|
337K
$120M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-418- 9.99% |
$95.9K - $104K
|
3.77K
$1.35M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-420- 1.36% |
$96.4K - $104K
|
30.4K
$10.9M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-420- 1.5% |
$96.4K - $104K
|
27.6K
$9.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-422- 1.05% |
$96.8K - $105K
|
39.9K
$14.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-432- 20.82% |
$99.1K - $107K
|
1.64K
$588K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-433- 0.51% |
$99.4K - $107K
|
85.2K
$30.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-434- 0.5% |
$99.6K - $108K
|
86K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-435- 12.18% |
$99.8K - $108K
|
3.14K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-436- 0.73% |
$100K - $108K
|
59.4K
$21.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-436- 3.17% |
$100K - $108K
|
13.3K
$4.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-439- 16.01% |
$101K - $109K
|
2.3K
$824K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 0.49% |
$101K - $109K
|
88.6K
$31.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-442- 1.62% |
$101K - $110K
|
26.8K
$9.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-446- 3.19% |
$102K - $111K
|
13.5K
$4.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-446- 3.61% |
$102K - $111K
|
11.9K
$4.25M
|