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 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
41+ 0.88% |
$9.41K - $10.2K
|
4.69K
$1.48M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
41+ 2.7% |
$9.41K - $10.2K
|
1.56K
$492K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 1.19% |
$9.41K - $10.2K
|
3.5K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
41+ 2.34% |
$9.41K - $10.2K
|
1.79K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
41+ 0.4% |
$9.41K - $10.2K
|
10.3K
$3.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
40+ 1.39% |
$9.18K - $9.92K
|
2.93K
$924K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 1.33% |
$9.18K - $9.92K
|
3.04K
$961K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
40+ 0.26% |
$9.18K - $9.92K
|
15.7K
$4.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
40+ 0.19% |
$9.18K - $9.92K
|
20.6K
$6.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
39+ 0.35% |
$8.95K - $9.68K
|
11.2K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
39+ 3.6% |
$8.95K - $9.68K
|
1.12K
$355K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
39+ 0.49% |
$8.95K - $9.68K
|
7.96K
$2.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
38+ 0.68% |
$8.72K - $9.43K
|
5.63K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
38+ 1.79% |
$8.72K - $9.43K
|
2.16K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
38+ 13.62% |
$8.72K - $9.43K
|
317
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
38+ 1.48% |
$8.72K - $9.43K
|
2.61K
$824K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
37+ 0.26% |
$8.49K - $9.18K
|
14.5K
$4.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
37+ 0.6% |
$8.49K - $9.18K
|
6.21K
$1.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 0.64% |
$8.49K - $9.18K
|
5.82K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
37New |
$8.49K - $9.18K
|
37
$11.7K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 0.64% |
$8.49K - $9.18K
|
5.83K
$1.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36+ 2.64% |
$8.26K - $8.93K
|
1.4K
$442K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
36+ 1.74% |
$8.26K - $8.93K
|
2.11K
$665K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
36+ 0.85% |
$8.26K - $8.93K
|
4.25K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
35+ 2.76% |
$8.03K - $8.68K
|
1.3K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
35+ 4.38% |
$8.03K - $8.68K
|
835
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 1.45% |
$8.03K - $8.68K
|
2.44K
$772K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
35+ 2.62% |
$8.03K - $8.68K
|
1.37K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
34+ 1.18% |
$7.8K - $8.44K
|
2.91K
$920K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
33+ 0.33% |
$7.57K - $8.19K
|
10K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
33+ 3.12% |
$7.57K - $8.19K
|
1.09K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
32+ 0.58% |
$7.34K - $7.94K
|
5.58K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
32+ 0.53% |
$7.34K - $7.94K
|
6.07K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 0.52% |
$7.34K - $7.94K
|
6.24K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 0.19% |
$7.34K - $7.94K
|
17.3K
$5.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
32+ 0.73% |
$7.34K - $7.94K
|
4.39K
$1.39M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
31+ 0.09% |
$7.11K - $7.69K
|
33.8K
$10.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
31+ 0.95% |
$7.11K - $7.69K
|
3.29K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
31+ 3.29% |
$7.11K - $7.69K
|
974
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
30+ 1.85% |
$6.89K - $7.44K
|
1.65K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
30+ 1.88% |
$6.89K - $7.44K
|
1.63K
$515K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
30+ 1.05% |
$6.89K - $7.44K
|
2.88K
$909K
|
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
30+ 0.16% |
$6.89K - $7.44K
|
19K
$5.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
30+ 0.48% |
$6.89K - $7.44K
|
6.31K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
30+ 3.06% |
$6.89K - $7.44K
|
1.01K
$320K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30+ 44.78% |
$6.89K - $7.44K
|
97
$30.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
29+ 1.19% |
$6.66K - $7.2K
|
2.46K
$779K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
29+ 2.04% |
$6.66K - $7.2K
|
1.45K
$459K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29+ 1.23% |
$6.66K - $7.2K
|
2.38K
$752K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
29+ 1.0% |
$6.66K - $7.2K
|
2.93K
$925K
|