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 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
29+ 2.66% |
$6.66K - $7.2K
|
1.12K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28+ 1.19% |
$6.43K - $6.95K
|
2.39K
$755K
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
28+ 2.43% |
$6.43K - $6.95K
|
1.18K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
28+ 2.79% |
$6.43K - $6.95K
|
1.03K
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27+ 1.98% |
$6.2K - $6.7K
|
1.39K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
27+ 2.27% |
$6.2K - $6.7K
|
1.22K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 1.97% |
$5.97K - $6.45K
|
1.35K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.55% |
$5.97K - $6.45K
|
4.8K
$1.52M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
26+ 1.83% |
$5.97K - $6.45K
|
1.45K
$457K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 0.42% |
$5.74K - $6.2K
|
5.91K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
25+ 0.72% |
$5.74K - $6.2K
|
3.5K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.39% |
$5.74K - $6.2K
|
6.44K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 9.12% |
$5.74K - $6.2K
|
299
$94.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
25+ 0.05% |
$5.74K - $6.2K
|
47.8K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
25+ 0.14% |
$5.74K - $6.2K
|
17.5K
$5.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
24+ 1.74% |
$5.51K - $5.95K
|
1.4K
$443K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
24+ 0.59% |
$5.51K - $5.95K
|
4.11K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.56% |
$5.05K - $5.46K
|
3.93K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
22+ 1.41% |
$5.05K - $5.46K
|
1.59K
$501K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
22+ 0.7% |
$5.05K - $5.46K
|
3.17K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22New |
$5.05K - $5.46K
|
22
$6.95K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
21+ 1.21% |
$4.82K - $5.21K
|
1.75K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
21+ 0.5% |
$4.82K - $5.21K
|
4.18K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
21+ 0.0% |
$4.82K - $5.21K
|
823K
$260M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
21+ 0.56% |
$4.82K - $5.21K
|
3.79K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.04% |
$4.59K - $4.96K
|
47.9K
$15.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
20+ 0.51% |
$4.59K - $4.96K
|
3.95K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20+ 5.26% |
$4.59K - $4.96K
|
400
$126K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
20+ 0.89% |
$4.59K - $4.96K
|
2.26K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
20+ 0.77% |
$4.59K - $4.96K
|
2.62K
$827K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 1.8% |
$4.59K - $4.96K
|
1.13K
$357K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 6.76% |
$4.36K - $4.71K
|
300
$94.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 0.66% |
$4.36K - $4.71K
|
2.92K
$922K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 0.49% |
$4.36K - $4.71K
|
3.94K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
19+ 0.99% |
$4.36K - $4.71K
|
1.94K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
19+ 0.7% |
$4.36K - $4.71K
|
2.72K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
19+ 0.14% |
$4.36K - $4.71K
|
13.6K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
18+ 1.62% |
$4.13K - $4.47K
|
1.13K
$356K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
18+ 0.57% |
$4.13K - $4.47K
|
3.16K
$999K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.63% |
$4.13K - $4.47K
|
2.86K
$905K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
18+ 3.33% |
$4.13K - $4.47K
|
559
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.82% |
$4.13K - $4.47K
|
2.22K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
18+ 0.31% |
$4.13K - $4.47K
|
5.79K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.14% |
$3.9K - $4.22K
|
12.2K
$3.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17+ 0.32% |
$3.9K - $4.22K
|
5.41K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16+ 1.81% |
$3.67K - $3.97K
|
898
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
16+ 0.41% |
$3.67K - $3.97K
|
3.95K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
16+ 0.07% |
$3.67K - $3.97K
|
22.3K
$7.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
16+ 5.69% |
$3.67K - $3.97K
|
297
$93.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
15+ 0.37% |
$3.44K - $3.72K
|
4.08K
$1.29M
|