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 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-207- 5.16% |
$47.5K - $51.4K
|
3.8K
$1.21M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-207- 0.58% |
$47.5K - $51.4K
|
35.2K
$11.2M
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-207- 8.54% |
$47.5K - $51.4K
|
2.22K
$706K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-207- 2.63% |
$47.5K - $51.4K
|
7.65K
$2.44M
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-208- 15.31% |
$47.7K - $51.6K
|
1.15K
$367K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-208- 1.05% |
$47.7K - $51.6K
|
19.7K
$6.27M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-209- 9.34% |
$48K - $51.9K
|
2.03K
$646K
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-210- 5.23% |
$48.2K - $52.1K
|
3.8K
$1.21M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-213- 0.5% |
$48.9K - $52.8K
|
42K
$13.4M
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-213- 0.17% |
$48.9K - $52.8K
|
124K
$39.6M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-214- 2.29% |
$49.1K - $53.1K
|
9.14K
$2.91M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-214- 7.99% |
$49.1K - $53.1K
|
2.47K
$785K
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-217- 1.32% |
$49.8K - $53.8K
|
16.3K
$5.18M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-219- 6.68% |
$50.3K - $54.3K
|
3.06K
$974K
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-222- 1.1% |
$50.9K - $55.1K
|
19.9K
$6.33M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-222- 1.81% |
$50.9K - $55.1K
|
12.1K
$3.84M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-222- 0.36% |
$50.9K - $55.1K
|
62.3K
$19.8M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-222- 2.06% |
$50.9K - $55.1K
|
10.5K
$3.36M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-222- 0.91% |
$50.9K - $55.1K
|
24.1K
$7.67M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-222- 3.72% |
$50.9K - $55.1K
|
5.74K
$1.83M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-223- 6.16% |
$51.2K - $55.3K
|
3.4K
$1.08M
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 5.52% |
$51.4K - $55.6K
|
3.83K
$1.22M
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-224- 0.91% |
$51.4K - $55.6K
|
24.3K
$7.74M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-226- 10.7% |
$51.9K - $56.1K
|
1.89K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-226- 0.4% |
$51.9K - $56.1K
|
56.4K
$18M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-227- 6.59% |
$52.1K - $56.3K
|
3.22K
$1.03M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-228- 1.65% |
$52.3K - $56.6K
|
13.6K
$4.33M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-229- 4.99% |
$52.6K - $56.8K
|
4.36K
$1.39M
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-230- 3.05% |
$52.8K - $57.1K
|
7.32K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-231- 5.34% |
$53K - $57.3K
|
4.09K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-232- 3.26% |
$53.2K - $57.6K
|
6.88K
$2.19M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-232- 0.95% |
$53.2K - $57.6K
|
24.3K
$7.75M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-232- 0.64% |
$53.2K - $57.6K
|
36K
$11.5M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-239- 3.97% |
$54.9K - $59.3K
|
5.78K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-243- 9.18% |
$55.8K - $60.3K
|
2.4K
$766K
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-244- 5.68% |
$56K - $60.5K
|
4.05K
$1.29M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-245- 0.81% |
$56.2K - $60.8K
|
29.9K
$9.54M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 12.69% |
$56.7K - $61.3K
|
1.7K
$542K
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-248- 1.03% |
$56.9K - $61.5K
|
23.8K
$7.59M
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-249- 4.61% |
$57.1K - $61.8K
|
5.15K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-249- 7.45% |
$57.1K - $61.8K
|
3.09K
$986K
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 2.41% |
$57.4K - $62K
|
10.1K
$3.23M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-250- 1.43% |
$57.4K - $62K
|
17.3K
$5.5M
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-250- 3.12% |
$57.4K - $62K
|
7.75K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-250- 0.38% |
$57.4K - $62K
|
65.3K
$20.8M
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-251- 2.56% |
$57.6K - $62.3K
|
9.56K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-252- 4.66% |
$57.8K - $62.5K
|
5.16K
$1.64M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-256- 1.1% |
$58.8K - $63.5K
|
23.1K
$7.36M
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-256- 0.21% |
$58.8K - $63.5K
|
121K
$38.7M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-257- 5.39% |
$59K - $63.8K
|
4.51K
$1.44M
|