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 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-7- 0.39% |
$1.61K - $1.74K
|
1.78K
$562K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8- 0.2% |
$1.84K - $1.98K
|
3.95K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.06% |
$1.84K - $1.98K
|
14.5K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-8- 0.62% |
$1.84K - $1.98K
|
1.28K
$405K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-9- 0.04% |
$2.07K - $2.23K
|
22.3K
$7.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-9- 0.65% |
$2.07K - $2.23K
|
1.38K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 0.18% |
$2.07K - $2.23K
|
4.96K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-9- 0.46% |
$2.07K - $2.23K
|
1.97K
$621K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.92% |
$2.3K - $2.48K
|
1.07K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-10- 0.01% |
$2.3K - $2.48K
|
101K
$32M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-10- 0.23% |
$2.3K - $2.48K
|
4.41K
$1.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.18% |
$2.3K - $2.48K
|
5.69K
$1.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-10- 0.61% |
$2.3K - $2.48K
|
1.63K
$515K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-10- 0.62% |
$2.3K - $2.48K
|
1.61K
$508K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-10- 0.43% |
$2.3K - $2.48K
|
2.33K
$735K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-10- 0.43% |
$2.3K - $2.48K
|
2.29K
$724K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 1.18% |
$2.3K - $2.48K
|
835
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-10- 0.39% |
$2.3K - $2.48K
|
2.55K
$805K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-10- 1.01% |
$2.3K - $2.48K
|
980
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-10- 0.73% |
$2.3K - $2.48K
|
1.35K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.19% |
$2.3K - $2.48K
|
5.27K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-10- 0.08% |
$2.3K - $2.48K
|
12.6K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10- 0.52% |
$2.3K - $2.48K
|
1.91K
$602K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11- 0.28% |
$2.52K - $2.73K
|
3.95K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-11- 1.23% |
$2.52K - $2.73K
|
880
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-11- 1.08% |
$2.52K - $2.73K
|
1.01K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-12- 0.43% |
$2.75K - $2.98K
|
2.77K
$874K
|
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-12- 0.01% |
$2.75K - $2.98K
|
119K
$37.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-13- 0.29% |
$2.98K - $3.23K
|
4.5K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-13- 1.39% |
$2.98K - $3.23K
|
920
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.58% |
$2.98K - $3.23K
|
2.22K
$701K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-13- 1.29% |
$2.98K - $3.23K
|
993
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.37% |
$2.98K - $3.23K
|
3.51K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-14- 0.76% |
$3.21K - $3.47K
|
1.82K
$575K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-14- 0.65% |
$3.21K - $3.47K
|
2.15K
$679K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-14- 0.86% |
$3.21K - $3.47K
|
1.62K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-14- 0.09% |
$3.21K - $3.47K
|
14.9K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-14- 0.48% |
$3.21K - $3.47K
|
2.93K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14- 0.36% |
$3.21K - $3.47K
|
3.86K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 0.33% |
$3.44K - $3.72K
|
4.49K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-15- 1.11% |
$3.44K - $3.72K
|
1.34K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-15- 0.48% |
$3.44K - $3.72K
|
3.12K
$986K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-15- 0.09% |
$3.44K - $3.72K
|
16.8K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-15- 0.13% |
$3.44K - $3.72K
|
11.8K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-15- 0.17% |
$3.44K - $3.72K
|
8.81K
$2.78M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 2.42% |
$3.44K - $3.72K
|
605
$191K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-16- 0.29% |
$3.67K - $3.97K
|
5.44K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 1.13% |
$3.67K - $3.97K
|
1.4K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-16- 1.05% |
$3.67K - $3.97K
|
1.5K
$475K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-16- 0.15% |
$3.67K - $3.97K
|
10.4K
$3.28M
|