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 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-464- 16.67% |
$106K - $115K
|
2.32K
$745K
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-470- 13.82% |
$108K - $117K
|
2.93K
$941K
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-475- 0.49% |
$109K - $118K
|
96.9K
$31.1M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-475- 1.53% |
$109K - $118K
|
30.6K
$9.83M
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-477- 2.87% |
$109K - $118K
|
16.1K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-484- 0.8% |
$111K - $120K
|
60.3K
$19.4M
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-484- 29.69% |
$111K - $120K
|
1.15K
$368K
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-488- 3.56% |
$112K - $121K
|
13.2K
$4.24M
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-488- 1.96% |
$112K - $121K
|
24.4K
$7.84M
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-489- 0.64% |
$112K - $121K
|
76.4K
$24.5M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-489- 1.97% |
$112K - $121K
|
24.3K
$7.8M
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-496- 1.23% |
$114K - $123K
|
39.8K
$12.8M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.5% |
$115K - $124K
|
99.6K
$32M
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-500- 9.91% |
$115K - $124K
|
4.55K
$1.46M
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-507- 1.31% |
$116K - $126K
|
38.1K
$12.2M
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-509- 1.41% |
$117K - $126K
|
35.6K
$11.4M
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-514- 0.44% |
$118K - $128K
|
117K
$37.5M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-519- 9.08% |
$119K - $129K
|
5.2K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-520- 0.41% |
$119K - $129K
|
128K
$41M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-521- 5.73% |
$120K - $129K
|
8.57K
$2.75M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-526- 2.63% |
$121K - $131K
|
19.5K
$6.26M
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-526- 3.06% |
$121K - $131K
|
16.7K
$5.36M
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-528- 1.07% |
$121K - $131K
|
48.7K
$15.6M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-533- 2.95% |
$122K - $132K
|
17.6K
$5.63M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-533- 2.1% |
$122K - $132K
|
24.9K
$7.99M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-534- 2.3% |
$123K - $132K
|
22.7K
$7.27M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-534- 0.42% |
$123K - $132K
|
127K
$40.7M
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-540- 3.89% |
$124K - $134K
|
13.3K
$4.28M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-555- 46.25% |
$127K - $138K
|
645
$207K
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-555- 3.39% |
$127K - $138K
|
15.8K
$5.08M
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-560- 3.39% |
$129K - $139K
|
16K
$5.13M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-566- 5.54% |
$130K - $140K
|
9.65K
$3.1M
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-567- 8.65% |
$130K - $141K
|
5.99K
$1.92M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-567- 2.6% |
$130K - $141K
|
21.2K
$6.81M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-569- 0.46% |
$131K - $141K
|
123K
$39.4M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-571- 9.17% |
$131K - $142K
|
5.66K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-571- 3.58% |
$131K - $142K
|
15.4K
$4.93M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-571- 1.03% |
$131K - $142K
|
54.8K
$17.6M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-575- 96.8% |
$132K - $143K
|
19
$6.1K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-581- 44.69% |
$133K - $144K
|
719
$231K
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-581- 39.74% |
$133K - $144K
|
881
$283K
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-585- 2.35% |
$134K - $145K
|
24.3K
$7.8M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-586- 9.46% |
$134K - $145K
|
5.61K
$1.8M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-592- 28.23% |
$136K - $147K
|
1.51K
$483K
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-592- 4.78% |
$136K - $147K
|
11.8K
$3.79M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-594- 4.31% |
$136K - $147K
|
13.2K
$4.23M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-596- 5.55% |
$137K - $148K
|
10.1K
$3.25M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-600- 22.86% |
$138K - $149K
|
2.03K
$650K
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-600- 2.12% |
$138K - $149K
|
27.7K
$8.9M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-600- 37.66% |
$138K - $149K
|
993
$319K
|