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 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-175- 37.96% |
$40.2K - $43.4K
|
286
$91.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175- 3.04% |
$40.2K - $43.4K
|
5.58K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-175- 3.1% |
$40.2K - $43.4K
|
5.47K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-175- 6.19% |
$40.2K - $43.4K
|
2.65K
$845K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-175- 0.98% |
$40.2K - $43.4K
|
17.6K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-175- 0.98% |
$40.2K - $43.4K
|
17.8K
$5.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-176- 3.01% |
$40.4K - $43.7K
|
5.67K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-176- 5.34% |
$40.4K - $43.7K
|
3.12K
$995K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-177- 2.13% |
$40.6K - $43.9K
|
8.13K
$2.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-177- 1.79% |
$40.6K - $43.9K
|
9.72K
$3.1M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-177- 3.51% |
$40.6K - $43.9K
|
4.87K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-178- 1.01% |
$40.9K - $44.2K
|
17.5K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-180- 2.69% |
$41.3K - $44.7K
|
6.51K
$2.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-181- 4.22% |
$41.5K - $44.9K
|
4.11K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-181- 1.63% |
$41.5K - $44.9K
|
10.9K
$3.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-182- 1.47% |
$41.8K - $45.2K
|
12.2K
$3.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-183- 5.03% |
$42K - $45.4K
|
3.45K
$1.1M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-183- 5.89% |
$42K - $45.4K
|
2.93K
$932K
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-184- 9.27% |
$42.2K - $45.7K
|
1.8K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-185- 3.78% |
$42.5K - $45.9K
|
4.71K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-187- 8.93% |
$42.9K - $46.4K
|
1.91K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-187- 0.82% |
$42.9K - $46.4K
|
22.5K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-187- 3.68% |
$42.9K - $46.4K
|
4.9K
$1.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-189- 0.33% |
$43.4K - $46.9K
|
56.2K
$17.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-190- 1.66% |
$43.6K - $47.1K
|
11.2K
$3.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 4.6% |
$43.8K - $47.4K
|
3.96K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-191- 2.41% |
$43.8K - $47.4K
|
7.72K
$2.46M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-193- 2.62% |
$44.3K - $47.9K
|
7.19K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-195- 2.2% |
$44.8K - $48.4K
|
8.67K
$2.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-195- 0.46% |
$44.8K - $48.4K
|
42.4K
$13.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-195- 2.82% |
$44.8K - $48.4K
|
6.73K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-195- 4.0% |
$44.8K - $48.4K
|
4.68K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-198- 5.67% |
$45.4K - $49.1K
|
3.29K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-199- 1.07% |
$45.7K - $49.4K
|
18.4K
$5.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-200- 2.75% |
$45.9K - $49.6K
|
7.08K
$2.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 4.22% |
$45.9K - $49.6K
|
4.54K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-200- 0.39% |
$45.9K - $49.6K
|
50.9K
$16.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-200- 3.21% |
$45.9K - $49.6K
|
6.03K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-200- 9.39% |
$45.9K - $49.6K
|
1.93K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 0.81% |
$45.9K - $49.6K
|
24.5K
$7.82M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-201- 0.35% |
$46.1K - $49.9K
|
57.2K
$18.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-201- 0.4% |
$46.1K - $49.9K
|
50.2K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-201- 17.95% |
$46.1K - $49.9K
|
919
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-203- 1.88% |
$46.6K - $50.4K
|
10.6K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-204- 8.52% |
$46.8K - $50.6K
|
2.19K
$698K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-205- 3.03% |
$47K - $50.9K
|
6.56K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-205- 1.47% |
$47K - $50.9K
|
13.7K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-206- 0.61% |
$47.3K - $51.1K
|
33.5K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-206- 17.61% |
$47.3K - $51.1K
|
964
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-206- 4.94% |
$47.3K - $51.1K
|
3.97K
$1.26M
|