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 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.21% |
$1.61K - $1.74K
|
3.27K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.61K - $1.74K
|
3.04K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7+ 4.64% |
$1.61K - $1.74K
|
158
$49.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 0.93% |
$1.61K - $1.74K
|
760
$240K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.28% |
$1.61K - $1.74K
|
2.52K
$797K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
6+ 0.01% |
$1.38K - $1.49K
|
61.7K
$19.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6+ 0.05% |
$1.38K - $1.49K
|
11.8K
$3.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$1.38K - $1.49K
|
2.48K
$783K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6+ 0.01% |
$1.38K - $1.49K
|
41.6K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.15K - $1.24K
|
11.1K
$3.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.15K - $1.24K
|
3.17K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$1.15K - $1.24K
|
3.49K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
5+ 0.03% |
$1.15K - $1.24K
|
14.8K
$4.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$1.15K - $1.24K
|
9.17K
$2.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.19% |
$1.15K - $1.24K
|
2.63K
$832K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.39% |
$918 - $992
|
1.04K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.33% |
$918 - $992
|
1.22K
$387K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$689 - $744
|
10.1K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$689 - $744
|
24.9K
$7.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3+ 0.1% |
$689 - $744
|
2.91K
$921K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3+ 0.14% |
$689 - $744
|
2.07K
$655K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3+ 0.14% |
$689 - $744
|
2.11K
$667K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 0.38% |
$689 - $744
|
788
$249K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.01% |
$459 - $496
|
21.1K
$6.65M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.04% |
$459 - $496
|
4.75K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$459 - $496
|
19.1K
$6.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$459 - $496
|
2.6K
$820K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2+ 0.06% |
$459 - $496
|
3.43K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$459 - $496
|
2.54K
$804K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.16% |
$459 - $496
|
1.27K
$400K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.21% |
$459 - $496
|
951
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2+ 0.19% |
$459 - $496
|
1.06K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.12% |
$459 - $496
|
1.67K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.01% |
$459 - $496
|
14.2K
$4.49M
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2+ 0.02% |
$459 - $496
|
9.64K
$3.05M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.22% |
$459 - $496
|
912
$288K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$230 - $248
|
924
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$230 - $248
|
4.39K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $248
|
14.7K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$230 - $248
|
5.81K
$1.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $248
|
14.1K
$4.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$230 - $248
|
1.28K
$404K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$230 - $248
|
362
$114K
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$230 - $248
|
1.36K
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.08% |
$230 - $248
|
1.22K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $248
|
17.2K
$5.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$230 - $248
|
38.5K
$12.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$230 - $248
|
5.19K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$230 - $248
|
1.02K
$321K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$230 - $248
|
4.37K
$1.38M
|