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 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-258- 12.87% |
$59.2K - $64K
|
1.75K
$556K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-259- 3.9% |
$59.4K - $64.3K
|
6.39K
$2.04M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-259- 3.23% |
$59.4K - $64.3K
|
7.76K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-262- 5.65% |
$60.1K - $65K
|
4.38K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-262- 1.38% |
$60.1K - $65K
|
18.7K
$5.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-265- 0.34% |
$60.8K - $65.7K
|
78.5K
$25M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-265- 5.92% |
$60.8K - $65.7K
|
4.21K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-268- 5.33% |
$61.5K - $66.5K
|
4.76K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-269- 1.3% |
$61.7K - $66.7K
|
20.5K
$6.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-270- 1.28% |
$62K - $67K
|
20.9K
$6.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-270- 0.59% |
$62K - $67K
|
45.6K
$14.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-270- 5.89% |
$62K - $67K
|
4.31K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-270- 0.52% |
$62K - $67K
|
51.3K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-271- 1.69% |
$62.2K - $67.2K
|
15.8K
$5.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-272- 6.14% |
$62.4K - $67.5K
|
4.16K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-273- 0.79% |
$62.7K - $67.7K
|
34.1K
$10.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-273- 1.32% |
$62.7K - $67.7K
|
20.3K
$6.48M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-273- 3.29% |
$62.7K - $67.7K
|
8.03K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-276- 6.4% |
$63.3K - $68.5K
|
4.04K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-276- 2.37% |
$63.3K - $68.5K
|
11.4K
$3.63M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-278- 19.21% |
$63.8K - $69K
|
1.17K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-279- 15.22% |
$64K - $69.2K
|
1.55K
$495K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-281- 1.39% |
$64.5K - $69.7K
|
19.9K
$6.33M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-283- 1.46% |
$64.9K - $70.2K
|
19.1K
$6.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-284- 17.26% |
$65.2K - $70.5K
|
1.36K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-284- 0.6% |
$65.2K - $70.5K
|
47.1K
$15M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-284- 0.36% |
$65.2K - $70.5K
|
78.8K
$25.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-285- 5.2% |
$65.4K - $70.7K
|
5.2K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-286- 5.04% |
$65.6K - $71K
|
5.39K
$1.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-288- 1.37% |
$66.1K - $71.5K
|
20.7K
$6.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-290- 14.72% |
$66.6K - $72K
|
1.68K
$535K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-290- 3.81% |
$66.6K - $72K
|
7.33K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-293- 8.75% |
$67.2K - $72.7K
|
3.06K
$974K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-294- 1.75% |
$67.5K - $72.9K
|
16.5K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-294- 0.6% |
$67.5K - $72.9K
|
48.8K
$15.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-295- 1.85% |
$67.7K - $73.2K
|
15.7K
$5M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-295- 4.68% |
$67.7K - $73.2K
|
6.01K
$1.92M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-295- 0.5% |
$67.7K - $73.2K
|
58.3K
$18.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-297- 1.51% |
$68.2K - $73.7K
|
19.4K
$6.17M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-297- 1.51% |
$68.2K - $73.7K
|
19.4K
$6.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-298- 8.98% |
$68.4K - $73.9K
|
3.02K
$963K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-298- 0.32% |
$68.4K - $73.9K
|
94.2K
$30M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-299- 0.5% |
$68.6K - $74.2K
|
59.4K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-300- 11.11% |
$68.9K - $74.4K
|
2.4K
$765K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-302- 2.06% |
$69.3K - $74.9K
|
14.3K
$4.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-302- 1.93% |
$69.3K - $74.9K
|
15.4K
$4.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-305- 1.39% |
$70K - $75.7K
|
21.6K
$6.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-305- 0.98% |
$70K - $75.7K
|
30.8K
$9.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-306- 8.11% |
$70.2K - $75.9K
|
3.47K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-308- 1.44% |
$70.7K - $76.4K
|
21.1K
$6.72M
|