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 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.31K- 1.49% |
$529K - $572K
|
153K
$54.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.32K- 2.18% |
$533K - $576K
|
104K
$37.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.34K- 48.23% |
$537K - $581K
|
2.51K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.35K- 26.63% |
$540K - $584K
|
6.48K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.37K- 46.18% |
$543K - $587K
|
2.76K
$986K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.37K- 4.44% |
$544K - $588K
|
50.9K
$18.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.4K- 2.86% |
$550K - $594K
|
81.4K
$29.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-2.4K- 14.44% |
$551K - $595K
|
14.2K
$5.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.4K- 27.84% |
$551K - $596K
|
6.23K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.41K- 4.24% |
$553K - $597K
|
54.4K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-2.42K- 61.27% |
$555K - $600K
|
1.53K
$547K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.44K- 1.97% |
$560K - $605K
|
121K
$43.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.44K- 2.41% |
$560K - $605K
|
98.9K
$35.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.45K- 0.92% |
$561K - $607K
|
263K
$94M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.45K- 0.98% |
$562K - $608K
|
246K
$88.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.47K- 38.81% |
$566K - $612K
|
3.89K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.49K- 1.29% |
$571K - $618K
|
190K
$68M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.49K- 1.41% |
$572K - $618K
|
174K
$62.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.49K- 5.45% |
$572K - $619K
|
43.2K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.55K- 16.45% |
$585K - $633K
|
13K
$4.63M
|
|
|
Apr 04, 2025
Q3 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.57K- 28.69% |
$590K - $638K
|
6.39K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.59K- 3.99% |
$595K - $643K
|
62.4K
$22.3M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.63K- 3.55% |
$604K - $653K
|
71.4K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.69K- 0.8% |
$617K - $667K
|
331K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-2.7K- 34.58% |
$620K - $670K
|
5.11K
$1.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-2.75K- 8.84% |
$631K - $682K
|
28.3K
$10.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.78K- 9.1% |
$638K - $689K
|
27.7K
$9.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 11.68% |
$649K - $702K
|
21.4K
$7.65M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.83K- 4.76% |
$650K - $703K
|
56.7K
$20.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.86K- 12.19% |
$656K - $709K
|
20.6K
$7.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.87K- 5.42% |
$658K - $712K
|
50K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-2.88K- 3.34% |
$661K - $715K
|
83.3K
$29.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.9K- 0.58% |
$665K - $719K
|
499K
$178M
|
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-2.92K- 1.84% |
$671K - $725K
|
156K
$55.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-2.93K- 10.55% |
$672K - $726K
|
24.8K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.93K- 18.9% |
$673K - $728K
|
12.6K
$4.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.96K- 13.44% |
$679K - $734K
|
19.1K
$6.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-2.99K- 10.03% |
$686K - $741K
|
26.8K
$9.59M
|
|
|
Apr 25, 2025
Q3 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-3KClosed |
$689K - $744K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.01K- 3.87% |
$690K - $746K
|
74.7K
$26.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 3.46% |
$692K - $748K
|
84K
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.08K- 72.39% |
$707K - $764K
|
1.18K
$420K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.11K- 16.21% |
$713K - $771K
|
16.1K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.13K- 15.73% |
$719K - $777K
|
16.8K
$6M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.14K- 12.28% |
$720K - $778K
|
22.4K
$8.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.17K- 10.95% |
$728K - $787K
|
25.8K
$9.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.18K- 12.27% |
$729K - $788K
|
22.7K
$8.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.2K- 7.24% |
$735K - $794K
|
41K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.22K- 1.17% |
$738K - $798K
|
272K
$97.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.24K- 7.39% |
$744K - $805K
|
40.6K
$14.5M
|