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 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
492+ 13.84% |
$113K - $122K
|
4.05K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
489+ 6.58% |
$112K - $121K
|
7.92K
$2.54M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
489+ 14.56% |
$112K - $121K
|
3.85K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
488+ 10.12% |
$112K - $121K
|
5.31K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
487+ 36.07% |
$112K - $121K
|
1.84K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
486+ 3.15% |
$112K - $121K
|
15.9K
$5.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
485+ 1.21% |
$111K - $120K
|
40.5K
$13M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
485+ 2.06% |
$111K - $120K
|
24.1K
$7.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
485+ 0.56% |
$111K - $120K
|
87.7K
$28.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
484+ 4.13% |
$111K - $120K
|
12.2K
$3.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
483+ 2.07% |
$111K - $120K
|
23.8K
$7.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
481+ 11.16% |
$110K - $119K
|
4.79K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
480+ 14.84% |
$110K - $119K
|
3.71K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
479+ 9.29% |
$110K - $119K
|
5.63K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
479+ 10.03% |
$110K - $119K
|
5.25K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
479+ 12.23% |
$110K - $119K
|
4.4K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
474+ 1.2% |
$109K - $118K
|
40.1K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
474+ 9.79% |
$109K - $118K
|
5.32K
$1.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
471+ 2.85% |
$108K - $117K
|
17K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
469+ 36.7% |
$108K - $116K
|
1.75K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
466+ 0.75% |
$107K - $116K
|
62.4K
$20M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
460+ 28.7% |
$106K - $114K
|
2.06K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
460+ 2.42% |
$106K - $114K
|
19.5K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
460+ 0.27% |
$106K - $114K
|
170K
$54.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
458+ 49.62% |
$105K - $114K
|
1.38K
$443K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
458+ 2.92% |
$105K - $114K
|
16.2K
$5.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
457+ 2.8% |
$105K - $113K
|
16.8K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
456+ 1.36% |
$105K - $113K
|
34.1K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
456New |
$105K - $113K
|
456
$146K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
454+ 0.89% |
$104K - $113K
|
51.6K
$16.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
453+ 16.59% |
$104K - $112K
|
3.18K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
453+ 1.47% |
$104K - $112K
|
31.4K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
451+ 0.38% |
$104K - $112K
|
118K
$37.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
442+ 7.28% |
$101K - $110K
|
6.51K
$2.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
441+ 9.34% |
$101K - $109K
|
5.16K
$1.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
436New |
$100K - $108K
|
436
$140K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
435+ 4.89% |
$99.8K - $108K
|
9.34K
$3M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
433+ 6.17% |
$99.4K - $107K
|
7.45K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
431+ 7.19% |
$98.9K - $107K
|
6.42K
$2.06M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
431+ 7.19% |
$98.9K - $107K
|
6.42K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
430+ 7.22% |
$98.7K - $107K
|
6.39K
$2.05M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
427+ 3.96% |
$98K - $106K
|
11.2K
$3.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
425+ 0.55% |
$97.5K - $105K
|
77.9K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
422+ 7.63% |
$96.8K - $105K
|
5.95K
$1.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
418+ 7.0% |
$95.9K - $104K
|
6.39K
$2.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
416+ 3.42% |
$95.5K - $103K
|
12.6K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
416+ 8.28% |
$95.5K - $103K
|
5.44K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
414+ 15.85% |
$95K - $103K
|
3.03K
$971K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
413+ 8.37% |
$94.8K - $102K
|
5.35K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
412+ 12.45% |
$94.6K - $102K
|
3.72K
$1.19M
|