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 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
590+ 1.33% |
$135K - $146K
|
45.1K
$14.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
590+ 3.73% |
$135K - $146K
|
16.4K
$5.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
587+ 1.35% |
$135K - $146K
|
43.9K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
586+ 2.19% |
$134K - $145K
|
27.3K
$8.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Nepsis Inc.
|
BUY
|
- |
583+ 0.97% |
$134K - $145K
|
60.8K
$19.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
578+ 15.91% |
$133K - $143K
|
4.21K
$1.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
575+ 5.08% |
$132K - $143K
|
11.9K
$3.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
572+ 32.41% |
$131K - $142K
|
2.34K
$750K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
571+ 10.03% |
$131K - $142K
|
6.26K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
566+ 3.03% |
$130K - $140K
|
19.3K
$6.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
563+ 4.3% |
$129K - $140K
|
13.7K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
560New |
$129K - $139K
|
560
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
556+ 1.93% |
$128K - $138K
|
29.3K
$9.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
554+ 13.51% |
$127K - $137K
|
4.65K
$1.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
554+ 0.53% |
$127K - $137K
|
104K
$33.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
550+ 3.33% |
$126K - $136K
|
17.1K
$5.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
542+ 2.71% |
$124K - $134K
|
20.5K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
542+ 2.07% |
$124K - $134K
|
26.7K
$8.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
538+ 1.99% |
$123K - $133K
|
27.5K
$8.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
537+ 2.45% |
$123K - $133K
|
22.4K
$7.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
536+ 2.73% |
$123K - $133K
|
20.2K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
535+ 1.5% |
$123K - $133K
|
36.2K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
535+ 0.09% |
$123K - $133K
|
626K
$201M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
534+ 14.28% |
$123K - $132K
|
4.27K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
533+ 0.53% |
$122K - $132K
|
101K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
531+ 1.54% |
$122K - $132K
|
34.9K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
529+ 2.05% |
$121K - $131K
|
26.4K
$8.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
529+ 2.3% |
$121K - $131K
|
23.5K
$7.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
527+ 1.3% |
$121K - $131K
|
41.2K
$13.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
526+ 7.49% |
$121K - $131K
|
7.55K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
525+ 7.23% |
$120K - $130K
|
7.79K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
524+ 11.98% |
$120K - $130K
|
4.9K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
522+ 2.05% |
$120K - $130K
|
26K
$8.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
519+ 43.47% |
$119K - $129K
|
1.71K
$550K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
518+ 22.23% |
$119K - $129K
|
2.85K
$914K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
514+ 0.71% |
$118K - $128K
|
73K
$23.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
513+ 1.54% |
$118K - $127K
|
33.7K
$10.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
512+ 1.24% |
$118K - $127K
|
41.6K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
510+ 10.19% |
$117K - $127K
|
5.52K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
510+ 6.04% |
$117K - $127K
|
8.96K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
508+ 3.85% |
$117K - $126K
|
13.7K
$4.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
507+ 8.65% |
$116K - $126K
|
6.37K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
506+ 5.75% |
$116K - $126K
|
9.31K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
502+ 3.76% |
$115K - $125K
|
13.9K
$4.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
502+ 8.03% |
$115K - $125K
|
6.75K
$2.17M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
501+ 705.63% |
$115K - $124K
|
572
$184K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
500+ 40.1% |
$115K - $124K
|
1.75K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
500+ 0.25% |
$115K - $124K
|
202K
$64.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
499+ 4.01% |
$115K - $124K
|
12.9K
$4.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
495+ 0.93% |
$114K - $123K
|
53.7K
$17.2M
|