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 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.44% |
$12.9K - $13.9K
|
12.9K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
55+ 2.51% |
$12.6K - $13.6K
|
2.25K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
55+ 4.29% |
$12.6K - $13.6K
|
1.34K
$426K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
55+ 0.79% |
$12.6K - $13.6K
|
6.99K
$2.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
54+ 0.16% |
$12.4K - $13.4K
|
34.9K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
54+ 5.15% |
$12.4K - $13.4K
|
1.1K
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
54+ 4.57% |
$12.4K - $13.4K
|
1.24K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54+ 7.87% |
$12.4K - $13.4K
|
740
$236K
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
53+ 0.17% |
$12.2K - $13.1K
|
30.8K
$9.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
53+ 2.2% |
$12.2K - $13.1K
|
2.46K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
53+ 0.46% |
$12.2K - $13.1K
|
11.5K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
52+ 0.68% |
$11.9K - $12.9K
|
7.71K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
52+ 5.67% |
$11.9K - $12.9K
|
969
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
52+ 1.8% |
$11.9K - $12.9K
|
2.94K
$937K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
52+ 4.19% |
$11.9K - $12.9K
|
1.29K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 0.36% |
$11.9K - $12.9K
|
14.4K
$4.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
51+ 1.46% |
$11.7K - $12.7K
|
3.56K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
51+ 1.62% |
$11.7K - $12.7K
|
3.2K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
51+ 4.15% |
$11.7K - $12.7K
|
1.28K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
51+ 4.68% |
$11.7K - $12.7K
|
1.14K
$363K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
51+ 1.52% |
$11.7K - $12.7K
|
3.41K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
50+ 1.37% |
$11.5K - $12.4K
|
3.7K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 2.73% |
$11.5K - $12.4K
|
1.88K
$599K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
50+ 4.96% |
$11.5K - $12.4K
|
1.06K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
50+ 4.69% |
$11.5K - $12.4K
|
1.12K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
50+ 6.47% |
$11.5K - $12.4K
|
823
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
50+ 0.1% |
$11.5K - $12.4K
|
51.1K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 2.26% |
$11.5K - $12.4K
|
2.27K
$722K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
50+ 5.79% |
$11.5K - $12.4K
|
913
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
49+ 3.35% |
$11.2K - $12.2K
|
1.51K
$481K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
48+ 1.19% |
$11K - $11.9K
|
4.08K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
48+ 2.83% |
$11K - $11.9K
|
1.75K
$557K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
47+ 9.44% |
$10.8K - $11.7K
|
545
$174K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 3.17% |
$10.8K - $11.7K
|
1.53K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.64% |
$10.6K - $11.4K
|
7.29K
$2.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
45+ 3.16% |
$10.3K - $11.2K
|
1.47K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
45+ 1.43% |
$10.3K - $11.2K
|
3.19K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
45+ 5.33% |
$10.3K - $11.2K
|
889
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
45+ 0.32% |
$10.3K - $11.2K
|
14.2K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
45+ 0.3% |
$10.3K - $11.2K
|
15.1K
$4.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
44+ 2.13% |
$10.1K - $10.9K
|
2.11K
$673K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
44+ 0.44% |
$10.1K - $10.9K
|
10K
$3.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
43+ 4.06% |
$9.87K - $10.7K
|
1.1K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
43+ 3.92% |
$9.87K - $10.7K
|
1.14K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
43+ 5.05% |
$9.87K - $10.7K
|
894
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
43+ 1.25% |
$9.87K - $10.7K
|
3.49K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
42+ 1.93% |
$9.64K - $10.4K
|
2.22K
$706K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
42+ 3.22% |
$9.64K - $10.4K
|
1.35K
$429K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
42+ 0.26% |
$9.64K - $10.4K
|
16.4K
$5.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
41+ 2.5% |
$9.41K - $10.2K
|
1.68K
$535K
|