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
|
Private Portfolio Partners LLC
|
BUY
|
- |
716+ 20.36% |
$164K - $178K
|
4.23K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
708+ 2.85% |
$162K - $176K
|
25.5K
$8.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
705+ 0.04% |
$162K - $175K
|
1.67M
$535M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
704+ 2.65% |
$162K - $175K
|
27.2K
$8.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
700+ 6.47% |
$161K - $174K
|
11.5K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700+ 2.04% |
$161K - $174K
|
35K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
696+ 48.54% |
$160K - $173K
|
2.13K
$684K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
695+ 8.04% |
$160K - $172K
|
9.34K
$3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
694+ 8.65% |
$159K - $172K
|
8.72K
$2.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
687+ 2.56% |
$158K - $170K
|
27.5K
$8.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
687+ 40.65% |
$158K - $170K
|
2.38K
$763K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
686+ 8.26% |
$157K - $170K
|
8.99K
$2.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
684+ 2.27% |
$157K - $170K
|
30.8K
$9.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
BUY
|
- |
684+ 8.39% |
$157K - $170K
|
8.84K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
674+ 45.33% |
$155K - $167K
|
2.16K
$693K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
673+ 47.83% |
$154K - $167K
|
2.08K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
668+ 1.18% |
$153K - $166K
|
57.4K
$18.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
660+ 7.12% |
$151K - $164K
|
9.93K
$3.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
657+ 9.01% |
$151K - $163K
|
7.95K
$2.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
656+ 11.04% |
$151K - $163K
|
6.6K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
655+ 2.33% |
$150K - $163K
|
28.8K
$9.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
654+ 3.12% |
$150K - $162K
|
21.6K
$6.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
654+ 11.69% |
$150K - $162K
|
6.25K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
650+ 5.06% |
$149K - $161K
|
13.5K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
650+ 34.08% |
$149K - $161K
|
2.56K
$821K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
649+ 12.74% |
$149K - $161K
|
5.74K
$1.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
649+ 5.74% |
$149K - $161K
|
11.9K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
644+ 1.08% |
$148K - $160K
|
60.4K
$19.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
640+ 3.16% |
$147K - $159K
|
20.9K
$6.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
639+ 1.12% |
$147K - $159K
|
57.6K
$18.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
631+ 16.16% |
$145K - $157K
|
4.54K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
627+ 19.09% |
$144K - $156K
|
3.91K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
626+ 11.35% |
$144K - $155K
|
6.14K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
625+ 6.97% |
$143K - $155K
|
9.59K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
616+ 2.05% |
$141K - $153K
|
30.7K
$9.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
615+ 3.28% |
$141K - $153K
|
19.3K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
612+ 0.04% |
$140K - $152K
|
1.7M
$545M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
611+ 7.94% |
$140K - $152K
|
8.31K
$2.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
603+ 7.2% |
$138K - $150K
|
8.98K
$2.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
601+ 2.62% |
$138K - $149K
|
23.5K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
601+ 51.19% |
$138K - $149K
|
1.78K
$570K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
601+ 5.12% |
$138K - $149K
|
12.3K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
600+ 29.63% |
$138K - $149K
|
2.63K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
600+ 7.38% |
$138K - $149K
|
8.73K
$2.8M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
598New |
$137K - $148K
|
598
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
597+ 1.34% |
$137K - $148K
|
45K
$14.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
597+ 6.73% |
$137K - $148K
|
9.47K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
597+ 7.65% |
$137K - $148K
|
8.4K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
591+ 25.64% |
$136K - $147K
|
2.9K
$929K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
590+ 4.32% |
$135K - $146K
|
14.2K
$4.57M
|