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
|
Ascent Group, LLC
|
SELL
|
- |
-1.88K- 4.86% |
$431K - $466K
|
36.8K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.89K- 7.02% |
$434K - $470K
|
25.1K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.9K- 1.48% |
$436K - $472K
|
127K
$40.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.95K- 59.14% |
$446K - $483K
|
1.34K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.95K- 1.58% |
$448K - $484K
|
122K
$38.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.95K- 14.57% |
$448K - $485K
|
11.5K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.97K- 3.67% |
$452K - $489K
|
51.7K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.97K- 16.4% |
$453K - $489K
|
10K
$3.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 33.33% |
$459K - $496K
|
4K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-2.01K- 1.09% |
$461K - $498K
|
182K
$58.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 14.96% |
$464K - $501K
|
11.5K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.05K- 9.03% |
$470K - $509K
|
20.6K
$6.58M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.06K- 4.04% |
$473K - $511K
|
48.9K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.08K- 47.43% |
$476K - $515K
|
2.3K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.09K- 6.55% |
$479K - $518K
|
29.8K
$9.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.11K- 2.98% |
$484K - $523K
|
68.7K
$21.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2.14K- 0.84% |
$491K - $531K
|
254K
$80.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-2.15K- 4.15% |
$493K - $533K
|
49.7K
$15.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.15K- 6.83% |
$494K - $534K
|
29.3K
$9.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.15K- 1.12% |
$494K - $534K
|
189K
$60.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cryder Capital Partners LLP
|
SELL
|
- |
-2.16K- 0.37% |
$495K - $535K
|
582K
$185M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.19K- 13.76% |
$503K - $544K
|
13.7K
$4.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.19K- 19.02% |
$503K - $544K
|
9.33K
$2.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.19K- 0.58% |
$503K - $544K
|
377K
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.2K- 1.34% |
$504K - $545K
|
161K
$51.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2.2K- 2.46% |
$505K - $546K
|
87.3K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.24K- 6.16% |
$513K - $555K
|
34.1K
$10.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.24K- 1.04% |
$514K - $556K
|
213K
$68M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.25K- 2.79% |
$516K - $558K
|
78.4K
$25M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.29K- 11.64% |
$525K - $567K
|
17.3K
$5.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.31K- 1.49% |
$529K - $572K
|
153K
$48.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.32K- 2.18% |
$533K - $576K
|
104K
$33.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.34K- 48.23% |
$537K - $581K
|
2.51K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.35K- 26.63% |
$540K - $584K
|
6.48K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.37K- 46.18% |
$543K - $587K
|
2.76K
$878K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.37K- 4.44% |
$544K - $588K
|
50.9K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.4K- 2.86% |
$550K - $594K
|
81.4K
$25.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-2.4K- 14.44% |
$551K - $595K
|
14.2K
$4.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.4K- 27.84% |
$551K - $596K
|
6.23K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.41K- 4.24% |
$553K - $597K
|
54.4K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-2.42K- 61.27% |
$555K - $600K
|
1.53K
$488K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.44K- 1.97% |
$560K - $605K
|
121K
$38.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.44K- 2.41% |
$560K - $605K
|
98.9K
$31.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.45K- 0.92% |
$561K - $607K
|
263K
$83.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.45K- 0.98% |
$562K - $608K
|
246K
$78.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.47K- 38.81% |
$566K - $612K
|
3.89K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.49K- 1.29% |
$571K - $618K
|
190K
$60.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.49K- 1.41% |
$572K - $618K
|
174K
$55.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.49K- 5.45% |
$572K - $619K
|
43.2K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.55K- 16.45% |
$585K - $633K
|
13K
$4.13M
|