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 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-309- 3.51% |
$70.9K - $76.7K
|
8.48K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-310- 1.92% |
$71.1K - $76.9K
|
15.8K
$5.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-310- 0.09% |
$71.1K - $76.9K
|
333K
$107M
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-310- 86.11% |
$71.1K - $76.9K
|
50
$16K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-311- 1.12% |
$71.4K - $77.2K
|
27.5K
$8.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-315- 3.21% |
$72.3K - $78.2K
|
9.49K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-316- 7.25% |
$72.5K - $78.4K
|
4.04K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-319- 7.13% |
$73.2K - $79.1K
|
4.15K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-320- 14.54% |
$73.4K - $79.4K
|
1.88K
$604K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-320- 9.55% |
$73.4K - $79.4K
|
3.03K
$972K
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-321- 1.02% |
$73.7K - $79.6K
|
31.2K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-322- 7.13% |
$73.9K - $79.9K
|
4.2K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-323- 20.47% |
$74.1K - $80.1K
|
1.26K
$403K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-323- 3.03% |
$74.1K - $80.1K
|
10.3K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-324- 0.55% |
$74.4K - $80.4K
|
58.8K
$18.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-325- 7.43% |
$74.6K - $80.6K
|
4.05K
$1.3M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-325- 7.43% |
$74.6K - $80.6K
|
4.05K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-326- 0.34% |
$74.8K - $80.9K
|
96K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-327- 5.36% |
$75K - $81.1K
|
5.77K
$1.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-328- 0.27% |
$75.3K - $81.4K
|
123K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-328- 0.64% |
$75.3K - $81.4K
|
50.7K
$16.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-329- 2.63% |
$75.5K - $81.6K
|
12.2K
$3.91M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-333- 10.35% |
$76.4K - $82.6K
|
2.88K
$926K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$76.9K - $83.1K
|
26.8K
$8.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-335- 1.65% |
$76.9K - $83.1K
|
20K
$6.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-339- 2.11% |
$77.8K - $84.1K
|
15.7K
$5.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-340- 2.57% |
$78K - $84.4K
|
12.9K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-340- 0.04% |
$78K - $84.4K
|
797K
$256M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-341- 11.27% |
$78.3K - $84.6K
|
2.69K
$862K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-341- 9.03% |
$78.3K - $84.6K
|
3.44K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-342- 12.01% |
$78.5K - $84.9K
|
2.51K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-342- 2.13% |
$78.5K - $84.9K
|
15.7K
$5.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-343- 2.52% |
$78.7K - $85.1K
|
13.3K
$4.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-346- 0.21% |
$79.4K - $85.8K
|
163K
$52.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-346- 0.29% |
$79.4K - $85.8K
|
118K
$38M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-347- 0.78% |
$79.6K - $86.1K
|
44.2K
$14.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-349- 0.34% |
$80.1K - $86.6K
|
101K
$32.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 0.29% |
$80.3K - $86.8K
|
121K
$38.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-355- 0.92% |
$81.5K - $88.1K
|
38.1K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-358- 3.03% |
$82.2K - $88.8K
|
11.5K
$3.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-359- 0.31% |
$82.4K - $89.1K
|
116K
$37.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-359- 1.67% |
$82.4K - $89.1K
|
21.2K
$6.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-360- 3.0% |
$82.6K - $89.3K
|
11.6K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-360- 0.57% |
$82.6K - $89.3K
|
63K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-361- 2.72% |
$82.8K - $89.6K
|
12.9K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-363- 1.97% |
$83.3K - $90.1K
|
18.1K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-370- 4.31% |
$84.9K - $91.8K
|
8.22K
$2.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-375- 6.41% |
$86.1K - $93K
|
5.48K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-375- 1.96% |
$86.1K - $93K
|
18.7K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-377- 1.04% |
$86.5K - $93.5K
|
36K
$11.6M
|