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 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-378- 23.02% |
$86.8K - $93.8K
|
1.26K
$406K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-378- 0.8% |
$86.8K - $93.8K
|
47K
$15.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-378- 4.5% |
$86.8K - $93.8K
|
8.03K
$2.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-381- 0.81% |
$87.4K - $94.5K
|
46.4K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-382- 11.53% |
$87.7K - $94.8K
|
2.93K
$940K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-383- 1.62% |
$87.9K - $95K
|
23.2K
$7.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-383- 7.11% |
$87.9K - $95K
|
5K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-384- 3.44% |
$88.1K - $95.3K
|
10.8K
$3.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-385- 12.02% |
$88.4K - $95.5K
|
2.82K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-389- 0.32% |
$89.3K - $96.5K
|
120K
$38.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-395- 19.66% |
$90.7K - $98K
|
1.61K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-398- 0.66% |
$91.3K - $98.7K
|
59.5K
$19.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-400- 7.21% |
$91.8K - $99.2K
|
5.15K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-400- 11.05% |
$91.8K - $99.2K
|
3.22K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 30.17% |
$91.8K - $99.2K
|
926
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-408- 8.19% |
$93.6K - $101K
|
4.57K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-408- 0.18% |
$93.6K - $101K
|
231K
$74.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-410- 0.12% |
$94.1K - $102K
|
337K
$108M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-418- 9.99% |
$95.9K - $104K
|
3.77K
$1.21M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-420- 1.36% |
$96.4K - $104K
|
30.4K
$9.76M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-420- 1.5% |
$96.4K - $104K
|
27.6K
$8.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-422- 1.05% |
$96.8K - $105K
|
39.9K
$12.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-432- 20.82% |
$99.1K - $107K
|
1.64K
$527K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-433- 0.51% |
$99.4K - $107K
|
85.2K
$27.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-434- 0.5% |
$99.6K - $108K
|
86K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-435- 12.18% |
$99.8K - $108K
|
3.14K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-436- 0.73% |
$100K - $108K
|
59.4K
$19.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-436- 3.17% |
$100K - $108K
|
13.3K
$4.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-439- 16.01% |
$101K - $109K
|
2.3K
$739K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 0.49% |
$101K - $109K
|
88.6K
$28.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-442- 1.62% |
$101K - $110K
|
26.8K
$8.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-446- 3.19% |
$102K - $111K
|
13.5K
$4.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-446- 3.61% |
$102K - $111K
|
11.9K
$3.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-446- 2.53% |
$102K - $111K
|
17.2K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-446- 0.46% |
$102K - $111K
|
96.9K
$31.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-448- 9.07% |
$103K - $111K
|
4.49K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-450- 33.76% |
$103K - $112K
|
883
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-450- 10.77% |
$103K - $112K
|
3.73K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-453- 1.08% |
$104K - $112K
|
41.7K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-454- 1.12% |
$104K - $113K
|
40.2K
$12.9M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-455- 19.95% |
$104K - $113K
|
1.83K
$586K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-456- 18.94% |
$105K - $113K
|
1.95K
$626K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-456- 1.83% |
$105K - $113K
|
24.5K
$7.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-457- 0.77% |
$105K - $113K
|
58.9K
$18.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-457- 3.28% |
$105K - $113K
|
13.5K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-458- 0.81% |
$105K - $114K
|
56.2K
$18M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-460- 8.26% |
$106K - $114K
|
5.11K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-460- 3.49% |
$106K - $114K
|
12.7K
$4.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-460- 7.26% |
$106K - $114K
|
5.87K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-462- 0.56% |
$106K - $115K
|
81.9K
$26.3M
|