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 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.42K- 20.15% |
$325K - $351K
|
5.61K
$1.8M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.42K- 4.96% |
$325K - $352K
|
27.2K
$8.71M
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.42K- 0.64% |
$325K - $352K
|
219K
$70.3M
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.42K- 0.64% |
$325K - $352K
|
219K
$70.3M
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.43K- 7.25% |
$327K - $354K
|
18.3K
$5.86M
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.44K- 0.83% |
$330K - $357K
|
172K
$55.3M
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.45K- 10.7% |
$333K - $361K
|
12.1K
$3.89M
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.46K- 7.78% |
$335K - $362K
|
17.3K
$5.54M
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.47K- 19.54% |
$338K - $365K
|
6.07K
$1.94M
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.48K- 0.66% |
$340K - $367K
|
222K
$71.2M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.49K- 5.08% |
$342K - $369K
|
27.8K
$8.91M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.5K- 6.92% |
$344K - $372K
|
20.2K
$6.47M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.51K- 10.57% |
$346K - $374K
|
12.8K
$4.09M
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.52K- 3.15% |
$348K - $377K
|
46.7K
$15M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.52K- 3.43% |
$350K - $378K
|
42.8K
$13.7M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.53K- 11.2% |
$351K - $379K
|
12.1K
$3.88M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.53K- 0.72% |
$352K - $380K
|
212K
$67.8M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.53K- 4.43% |
$352K - $381K
|
33.1K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.57K- 3.08% |
$360K - $389K
|
49.3K
$15.8M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.57K- 9.6% |
$361K - $390K
|
14.8K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.58K- 0.91% |
$363K - $392K
|
171K
$54.9M
|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.58K- 4.49% |
$363K - $393K
|
33.7K
$10.8M
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.58K- 5.06% |
$363K - $393K
|
29.7K
$9.51M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.59K- 1.07% |
$366K - $395K
|
147K
$47.2M
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.61K- 25.38% |
$369K - $398K
|
4.72K
$1.51M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-1.62K- 4.01% |
$371K - $401K
|
38.7K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.64K- 4.78% |
$376K - $407K
|
32.7K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.65K- 1.3% |
$378K - $408K
|
125K
$40M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.66K- 4.91% |
$380K - $411K
|
32.1K
$10.3M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.66K- 0.15% |
$381K - $412K
|
1.08M
$346M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66K- 3.92% |
$381K - $412K
|
40.7K
$13.1M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.67K- 0.86% |
$382K - $413K
|
192K
$61.7M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.68K- 11.67% |
$385K - $416K
|
12.7K
$4.07M
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.68K- 3.98% |
$386K - $417K
|
40.5K
$13M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.69K- 32.3% |
$387K - $418K
|
3.53K
$1.13M
|
|
Oct 20, 2023
Q3 2023
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.69K- 12.17% |
$388K - $419K
|
12.2K
$3.91M
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.7K- 4.21% |
$390K - $422K
|
38.7K
$12.4M
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-1.71K- 0.25% |
$391K - $423K
|
693K
$222M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.72K- 26.42% |
$394K - $426K
|
4.78K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.72K- 10.86% |
$394K - $426K
|
14.1K
$4.52M
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.74K- 17.72% |
$400K - $432K
|
8.09K
$2.59M
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.74K- 17.72% |
$400K - $432K
|
8.09K
$2.59M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.75K- 6.48% |
$400K - $433K
|
25.2K
$8.07M
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.76K- 1.13% |
$405K - $437K
|
154K
$49.5M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.78K- 24.14% |
$408K - $441K
|
5.58K
$1.79M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 0.88% |
$414K - $448K
|
204K
$65.4M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.85K- 1.17% |
$425K - $459K
|
156K
$50.1M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-1.85K- 6.14% |
$425K - $460K
|
28.4K
$9.09M
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.87K- 4.93% |
$429K - $464K
|
36.1K
$11.6M
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.87K- 2.82% |
$429K - $464K
|
64.6K
$20.7M
|