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 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15+ 0.48% |
$3.44K - $3.72K
|
3.15K
$994K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
15+ 0.2% |
$3.44K - $3.72K
|
7.6K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$3.44K - $3.72K
|
15
$4.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
15+ 0.5% |
$3.44K - $3.72K
|
3.01K
$951K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.49% |
$3.21K - $3.47K
|
2.9K
$917K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14+ 1.12% |
$3.21K - $3.47K
|
1.27K
$401K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
14+ 1.33% |
$3.21K - $3.47K
|
1.07K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
14+ 0.35% |
$3.21K - $3.47K
|
4.06K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
14+ 0.89% |
$3.21K - $3.47K
|
1.58K
$500K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
14+ 0.0% |
$3.21K - $3.47K
|
362K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.59% |
$3.21K - $3.47K
|
2.4K
$757K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 13.73% |
$3.21K - $3.47K
|
116
$36.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
13+ 1.51% |
$2.98K - $3.23K
|
875
$277K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
13+ 0.59% |
$2.98K - $3.23K
|
2.21K
$697K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
13+ 0.34% |
$2.98K - $3.23K
|
3.81K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$2.98K - $3.23K
|
6.68K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
13+ 0.38% |
$2.98K - $3.23K
|
3.44K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
13+ 0.21% |
$2.98K - $3.23K
|
6.15K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
13+ 0.1% |
$2.98K - $3.23K
|
12.8K
$4.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.08% |
$2.75K - $2.98K
|
14.8K
$4.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
12+ 0.76% |
$2.75K - $2.98K
|
1.59K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
12+ 1.24% |
$2.75K - $2.98K
|
976
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 1.54% |
$2.75K - $2.98K
|
792
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11+ 0.53% |
$2.52K - $2.73K
|
2.1K
$664K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.76% |
$2.52K - $2.73K
|
1.46K
$460K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
11+ 0.67% |
$2.52K - $2.73K
|
1.64K
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.19% |
$2.52K - $2.73K
|
5.74K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
11+ 0.98% |
$2.52K - $2.73K
|
1.13K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 1.51% |
$2.52K - $2.73K
|
741
$234K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 1.34% |
$2.52K - $2.73K
|
830
$262K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
10+ 0.21% |
$2.3K - $2.48K
|
4.81K
$1.52M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10+ 0.16% |
$2.3K - $2.48K
|
6.36K
$2.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.5% |
$2.07K - $2.23K
|
1.8K
$568K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
9+ 0.22% |
$2.07K - $2.23K
|
4.17K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9+ 0.1% |
$2.07K - $2.23K
|
8.63K
$2.73M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
9+ 0.03% |
$2.07K - $2.23K
|
26.7K
$8.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.26% |
$2.07K - $2.23K
|
3.52K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9+ 0.56% |
$2.07K - $2.23K
|
1.61K
$507K
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9+ 0.1% |
$2.07K - $2.23K
|
8.63K
$2.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
8+ 0.47% |
$1.84K - $1.98K
|
1.7K
$538K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
8+ 0.24% |
$1.84K - $1.98K
|
3.41K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.37% |
$1.84K - $1.98K
|
2.15K
$680K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
8+ 0.17% |
$1.84K - $1.98K
|
4.64K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
8+ 0.4% |
$1.84K - $1.98K
|
2.03K
$642K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8+ 0.33% |
$1.84K - $1.98K
|
2.46K
$778K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.03% |
$1.84K - $1.98K
|
24.2K
$7.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
7+ 0.14% |
$1.61K - $1.74K
|
5.02K
$1.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 0.07% |
$1.61K - $1.74K
|
10.2K
$3.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 19.44% |
$1.61K - $1.74K
|
43
$13.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
7+ 0.02% |
$1.61K - $1.74K
|
34.9K
$11M
|