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 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-29- 3.04% |
$6.66K - $7.2K
|
924
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-29- 0.17% |
$6.66K - $7.2K
|
17.2K
$5.48M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-29- 1.52% |
$6.66K - $7.2K
|
1.88K
$598K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-30- 0.45% |
$6.89K - $7.44K
|
6.65K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-30- 0.76% |
$6.89K - $7.44K
|
3.93K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-30- 3.11% |
$6.89K - $7.44K
|
935
$298K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30- 1.16% |
$6.89K - $7.44K
|
2.55K
$813K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-31- 25.62% |
$7.11K - $7.69K
|
90
$28.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-32- 0.21% |
$7.34K - $7.94K
|
15.3K
$4.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-32- 1.93% |
$7.34K - $7.94K
|
1.63K
$518K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-32- 0.42% |
$7.34K - $7.94K
|
7.6K
$2.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-32- 0.38% |
$7.34K - $7.94K
|
8.4K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32- 0.8% |
$7.34K - $7.94K
|
3.97K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-33- 1.23% |
$7.57K - $8.19K
|
2.65K
$845K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-33- 1.75% |
$7.57K - $8.19K
|
1.86K
$591K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-33- 0.34% |
$7.57K - $8.19K
|
9.55K
$3.04M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-34- 1.48% |
$7.8K - $8.44K
|
2.27K
$722K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-34- 0.27% |
$7.8K - $8.44K
|
12.6K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-34- 1.16% |
$7.8K - $8.44K
|
2.9K
$924K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-35- 1.64% |
$8.03K - $8.68K
|
2.1K
$669K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-35- 0.79% |
$8.03K - $8.68K
|
4.39K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-35- 0.9% |
$8.03K - $8.68K
|
3.84K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-35- 3.09% |
$8.03K - $8.68K
|
1.1K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-35- 0.62% |
$8.03K - $8.68K
|
5.64K
$1.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-36- 0.9% |
$8.26K - $8.93K
|
3.97K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-36- 1.35% |
$8.26K - $8.93K
|
2.63K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-36- 1.79% |
$8.26K - $8.93K
|
1.98K
$630K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-37- 2.35% |
$8.49K - $9.18K
|
1.54K
$490K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-37- 0.55% |
$8.49K - $9.18K
|
6.66K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-37- 0.07% |
$8.49K - $9.18K
|
53.8K
$17.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-38- 2.15% |
$8.72K - $9.43K
|
1.73K
$552K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-38- 2.26% |
$8.72K - $9.43K
|
1.64K
$524K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-39- 1.86% |
$8.95K - $9.68K
|
2.06K
$657K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-39- 4.24% |
$8.95K - $9.68K
|
881
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-40- 5.8% |
$9.18K - $9.92K
|
650
$207K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.21% |
$9.18K - $9.92K
|
3.26K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-40- 0.04% |
$9.18K - $9.92K
|
111K
$35.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-40- 0.7% |
$9.18K - $9.92K
|
5.68K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-40- 1.41% |
$9.18K - $9.92K
|
2.8K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-40- 4.12% |
$9.18K - $9.92K
|
932
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-41- 0.95% |
$9.41K - $10.2K
|
4.28K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-41- 0.34% |
$9.41K - $10.2K
|
12.1K
$3.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.35% |
$9.41K - $10.2K
|
11.5K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-41- 4.62% |
$9.41K - $10.2K
|
846
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-41- 95.35% |
$9.41K - $10.2K
|
2
$637
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-42- 2.18% |
$9.64K - $10.4K
|
1.88K
$600K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-42- 3.22% |
$9.64K - $10.4K
|
1.26K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-42- 0.27% |
$9.64K - $10.4K
|
15.3K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-42- 2.82% |
$9.64K - $10.4K
|
1.45K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-42- 1.07% |
$9.64K - $10.4K
|
3.87K
$1.23M
|