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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
153+ 2.68% |
$35.1K - $38K
|
5.87K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
153+ 0.21% |
$35.1K - $38K
|
71.7K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
153+ 1.42% |
$35.1K - $38K
|
10.9K
$3.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
152+ 8.55% |
$34.9K - $37.7K
|
1.93K
$615K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
152+ 4.9% |
$34.9K - $37.7K
|
3.25K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
150+ 9.36% |
$34.4K - $37.2K
|
1.75K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
150+ 11.05% |
$34.4K - $37.2K
|
1.51K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
150+ 0.85% |
$34.4K - $37.2K
|
17.8K
$5.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
148+ 9.69% |
$34K - $36.7K
|
1.68K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
147+ 6.55% |
$33.7K - $36.5K
|
2.39K
$762K
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
147+ 8.51% |
$33.7K - $36.5K
|
1.88K
$597K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
142+ 85.54% |
$32.6K - $35.2K
|
308
$98.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
142+ 0.48% |
$32.6K - $35.2K
|
29.5K
$9.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
142+ 0.65% |
$32.6K - $35.2K
|
21.8K
$6.96M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
142+ 0.65% |
$32.6K - $35.2K
|
21.8K
$6.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
141+ 0.55% |
$32.4K - $35K
|
25.8K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
141+ 3.45% |
$32.4K - $35K
|
4.23K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
141+ 4.6% |
$32.4K - $35K
|
3.21K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.38% |
$32.1K - $34.7K
|
10.3K
$3.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
140+ 4.07% |
$32.1K - $34.7K
|
3.58K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
140+ 1.81% |
$32.1K - $34.7K
|
7.87K
$2.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 0.2% |
$32.1K - $34.7K
|
70.6K
$22.5M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
139+ 2.61% |
$31.9K - $34.5K
|
5.47K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
137+ 2.91% |
$31.4K - $34K
|
4.84K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
136+ 8.76% |
$31.2K - $33.7K
|
1.69K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 0.52% |
$31.2K - $33.7K
|
26.2K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
136+ 2.11% |
$31.2K - $33.7K
|
6.59K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
135+ 0.49% |
$31K - $33.5K
|
27.4K
$8.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
134+ 13.33% |
$30.8K - $33.2K
|
1.14K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
134+ 3.27% |
$30.8K - $33.2K
|
4.23K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
133+ 6.95% |
$30.5K - $33K
|
2.05K
$652K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
133+ 0.69% |
$30.5K - $33K
|
19.5K
$6.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
133+ 8.32% |
$30.5K - $33K
|
1.73K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
132+ 0.25% |
$30.3K - $32.8K
|
52.4K
$16.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
130+ 0.18% |
$29.8K - $32.3K
|
73.8K
$23.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
130+ 3.48% |
$29.8K - $32.3K
|
3.87K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
129+ 0.46% |
$29.6K - $32K
|
28.1K
$8.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
129+ 4.0% |
$29.6K - $32K
|
3.35K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
128+ 0.97% |
$29.4K - $31.8K
|
13.4K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
127+ 1.34% |
$29.1K - $31.5K
|
9.58K
$3.05M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
127+ 0.46% |
$29.1K - $31.5K
|
27.6K
$8.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
126+ 11.97% |
$28.9K - $31.3K
|
1.18K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
126+ 0.39% |
$28.9K - $31.3K
|
32.8K
$10.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
126+ 2.15% |
$28.9K - $31.3K
|
6K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
126+ 11.48% |
$28.9K - $31.3K
|
1.22K
$390K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
125+ 2.22% |
$28.7K - $31K
|
5.75K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
125+ 2.88% |
$28.7K - $31K
|
4.46K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
125+ 0.7% |
$28.7K - $31K
|
18.1K
$5.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
124+ 4.16% |
$28.5K - $30.8K
|
3.1K
$988K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
124+ 2.43% |
$28.5K - $30.8K
|
5.22K
$1.66M
|