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
|
Stokes Family Office, LLC
|
BUY
|
- |
335+ 1.88% |
$76.9K - $83.1K
|
18.2K
$5.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
332+ 10.49% |
$76.2K - $82.4K
|
3.5K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
329+ 3.07% |
$75.5K - $81.6K
|
11.1K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
329+ 3.03% |
$75.5K - $81.6K
|
11.2K
$3.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
328+ 24.01% |
$75.3K - $81.4K
|
1.69K
$540K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
327+ 1.57% |
$75K - $81.1K
|
21.1K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
326+ 3.18% |
$74.8K - $80.9K
|
10.6K
$3.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
325+ 15.96% |
$74.6K - $80.6K
|
2.36K
$752K
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
323+ 1.37% |
$74.1K - $80.1K
|
23.9K
$7.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
321+ 2.62% |
$73.7K - $79.6K
|
12.6K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
318+ 7.51% |
$73K - $78.9K
|
4.55K
$1.45M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
317+ 2.12% |
$72.8K - $78.7K
|
15.3K
$4.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
316+ 0.42% |
$72.5K - $78.4K
|
76.2K
$24.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
315+ 2.31% |
$72.3K - $78.2K
|
14K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
312+ 2.53% |
$71.6K - $77.4K
|
12.6K
$4.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
310+ 3.42% |
$71.1K - $76.9K
|
9.36K
$2.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
310+ 6.34% |
$71.1K - $76.9K
|
5.2K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
308+ 6.8% |
$70.7K - $76.4K
|
4.84K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
308+ 0.85% |
$70.7K - $76.4K
|
36.6K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
308+ 16.69% |
$70.7K - $76.4K
|
2.15K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
308+ 240.63% |
$70.7K - $76.4K
|
436
$139K
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
307+ 0.21% |
$70.5K - $76.2K
|
144K
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
307+ 1.11% |
$70.5K - $76.2K
|
27.9K
$8.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
306+ 3.91% |
$70.2K - $75.9K
|
8.13K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
304+ 9.37% |
$69.8K - $75.4K
|
3.55K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
301+ 1.44% |
$69.1K - $74.7K
|
21.2K
$6.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
300+ 23.35% |
$68.9K - $74.4K
|
1.59K
$505K
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
300+ 9.37% |
$68.9K - $74.4K
|
3.5K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
300+ 1.82% |
$68.9K - $74.4K
|
16.8K
$5.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
299+ 0.73% |
$68.6K - $74.2K
|
41.1K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
298+ 4.61% |
$68.4K - $73.9K
|
6.77K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
296+ 2.7% |
$67.9K - $73.4K
|
11.3K
$3.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
295+ 6.16% |
$67.7K - $73.2K
|
5.09K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
295+ 6.75% |
$67.7K - $73.2K
|
4.66K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
293+ 0.85% |
$67.2K - $72.7K
|
34.9K
$11.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
292+ 3.21% |
$67K - $72.4K
|
9.39K
$2.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
291+ 29.66% |
$66.8K - $72.2K
|
1.27K
$405K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
288+ 2.76% |
$66.1K - $71.5K
|
10.7K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
288+ 2.17% |
$66.1K - $71.5K
|
13.6K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
288+ 0.83% |
$66.1K - $71.5K
|
35K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
287+ 1.22% |
$65.9K - $71.2K
|
23.8K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
287+ 2.72% |
$65.9K - $71.2K
|
10.9K
$3.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
285+ 0.95% |
$65.4K - $70.7K
|
30.4K
$9.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
285+ 1.11% |
$65.4K - $70.7K
|
26K
$8.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
280+ 0.95% |
$64.3K - $69.5K
|
29.9K
$9.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
277+ 0.26% |
$63.6K - $68.7K
|
107K
$34M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
277+ 7.65% |
$63.6K - $68.7K
|
3.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
277+ 12.23% |
$63.6K - $68.7K
|
2.54K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
277+ 25.65% |
$63.6K - $68.7K
|
1.36K
$432K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
276+ 9.18% |
$63.3K - $68.5K
|
3.28K
$1.05M
|