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
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.69KNew |
$1.31M - $1.41M
|
5.69K
$1.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.69K+ 160.91% |
$1.3M - $1.41M
|
9.22K
$2.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
5.64K+ 16.26% |
$1.29M - $1.4M
|
40.4K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.58K+ 88.3% |
$1.28M - $1.38M
|
11.9K
$3.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.56K+ 4.61% |
$1.28M - $1.38M
|
126K
$39.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.54KNew |
$1.27M - $1.37M
|
5.54K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
5.44K+ 26.28% |
$1.25M - $1.35M
|
26.1K
$8.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.43K+ 6.54% |
$1.25M - $1.35M
|
88.4K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
5.4K+ 84.38% |
$1.24M - $1.34M
|
11.8K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.39K+ 4.36% |
$1.24M - $1.34M
|
129K
$40.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.33K+ 14.22% |
$1.22M - $1.32M
|
42.8K
$13.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.33K+ 8.46% |
$1.22M - $1.32M
|
68.4K
$21.4M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.3K+ 6.71% |
$1.22M - $1.31M
|
84.2K
$26.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.29K+ 9.29% |
$1.21M - $1.31M
|
62.2K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.22K+ 13.46% |
$1.2M - $1.29M
|
44K
$13.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.19K+ 13.53% |
$1.19M - $1.29M
|
43.6K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.15KNew |
$1.18M - $1.28M
|
5.15K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.14K+ 85.37% |
$1.18M - $1.28M
|
11.2K
$3.49M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.14K+ 34.35% |
$1.18M - $1.27M
|
20.1K
$6.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.11K+ 7.22% |
$1.17M - $1.27M
|
76K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$1.17M - $1.27M
|
5.11K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.1KNew |
$1.17M - $1.27M
|
5.1K
$1.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.08K+ 109.41% |
$1.17M - $1.26M
|
9.73K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.07K+ 0.53% |
$1.16M - $1.26M
|
954K
$298M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.89K+ 9.29% |
$1.12M - $1.21M
|
57.5K
$18M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.85K+ 1.43% |
$1.11M - $1.2M
|
343K
$107M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.85K+ 64.87% |
$1.11M - $1.2M
|
12.3K
$3.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.85K+ 97.56% |
$1.11M - $1.2M
|
9.81K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.83K+ 2712.36% |
$1.11M - $1.2M
|
5.01K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4.82KNew |
$1.11M - $1.2M
|
4.82K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.81K+ 2.81% |
$1.1M - $1.19M
|
176K
$55.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.81K+ 29.28% |
$1.1M - $1.19M
|
21.2K
$6.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
4.79K+ 81.18% |
$1.1M - $1.19M
|
10.7K
$3.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.79KNew |
$1.1M - $1.19M
|
4.79K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
4.77K+ 0.84% |
$1.09M - $1.18M
|
569K
$178M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.75K+ 95.61% |
$1.09M - $1.18M
|
9.72K
$3.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.74K+ 16.84% |
$1.09M - $1.18M
|
32.9K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.73KNew |
$1.08M - $1.17M
|
4.73K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.7K+ 53.73% |
$1.08M - $1.17M
|
13.4K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.65K+ 6.21% |
$1.07M - $1.15M
|
79.5K
$24.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.6K+ 13.37% |
$1.05M - $1.14M
|
39K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.58K+ 37.58% |
$1.05M - $1.14M
|
16.8K
$5.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.57K+ 40.06% |
$1.05M - $1.13M
|
16K
$4.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 11.94% |
$1.04M - $1.12M
|
42.5K
$13.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.51KNew |
$1.04M - $1.12M
|
4.51K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.5K+ 66.83% |
$1.03M - $1.12M
|
11.2K
$3.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.5K+ 7.84% |
$1.03M - $1.12M
|
61.9K
$19.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
4.49K+ 2.82% |
$1.03M - $1.11M
|
163K
$51M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.43K+ 465.93% |
$1.02M - $1.1M
|
5.38K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.41KNew |
$1.01M - $1.09M
|
4.41K
$1.38M
|