Purchases and Sales Made in Q4 2023 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
3.35KNew |
$767K - $879K
|
3.35K
$1.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.34K+ 12.94% |
$764K - $877K
|
29.2K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 4.27% |
$752K - $862K
|
80.2K
$27.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.28K+ 61.1% |
$751K - $861K
|
8.65K
$2.99M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.28K+ 61.1% |
$751K - $861K
|
8.65K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.27K+ 6.94% |
$748K - $857K
|
50.4K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3.23KNew |
$740K - $849K
|
3.23K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.22KNew |
$738K - $846K
|
3.22K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.22KNew |
$736K - $844K
|
3.22K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.2K+ 21.39% |
$732K - $839K
|
18.1K
$6.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.19K+ 5.78% |
$730K - $837K
|
58.4K
$20.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 7.83% |
$728K - $835K
|
43.8K
$15.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.16KNew |
$722K - $828K
|
3.16K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.14K+ 174.8% |
$718K - $823K
|
4.93K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
3.11K+ 5.4% |
$710K - $815K
|
60.6K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 23.19% |
$710K - $814K
|
16.5K
$5.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.08K+ 145.82% |
$706K - $809K
|
5.2K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.02K+ 42.94% |
$692K - $793K
|
10.1K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3K+ 0.9% |
$687K - $787K
|
336K
$116M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3K+ 9.6% |
$686K - $787K
|
34.3K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
3K+ 75.0% |
$686K - $787K
|
7K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
3K+ 3.33% |
$686K - $787K
|
93K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3K+ 13.16% |
$686K - $786K
|
25.8K
$8.91M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.99KNew |
$685K - $785K
|
2.99K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.99KNew |
$684K - $785K
|
2.99K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.99K+ 21.21% |
$684K - $785K
|
17.1K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 95.05% |
$681K - $781K
|
6.11K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.95KNew |
$675K - $775K
|
2.95K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 15.75% |
$669K - $767K
|
21.5K
$7.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.92KNew |
$669K - $767K
|
2.92K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.92K+ 3.13% |
$667K - $765K
|
96.2K
$33.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.92K+ 3.67% |
$667K - $765K
|
82.4K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.91K+ 87.51% |
$665K - $763K
|
6.23K
$2.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.88K+ 15.07% |
$659K - $756K
|
22K
$7.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.88K+ 21.36% |
$659K - $756K
|
16.4K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.87K+ 27.25% |
$657K - $754K
|
13.4K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.87KNew |
$657K - $754K
|
2.87K
$993K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.87K+ 55.8% |
$657K - $753K
|
8.02K
$2.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.83K+ 150.53% |
$648K - $743K
|
4.72K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.82K+ 6.27% |
$646K - $741K
|
47.8K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.82KNew |
$646K - $740K
|
2.82K
$976K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.82KNew |
$645K - $740K
|
2.82K
$975K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.82K+ 8.06% |
$645K - $739K
|
37.8K
$13.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.81KNew |
$643K - $737K
|
2.81K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.73K+ 1.48% |
$624K - $716K
|
187K
$64.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.72K+ 29.85% |
$623K - $714K
|
11.8K
$4.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.72K+ 16.24% |
$622K - $713K
|
19.5K
$6.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.71K+ 300.55% |
$620K - $711K
|
3.61K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.71K+ 3.14% |
$619K - $710K
|
88.8K
$30.7M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.7KNew |
$619K - $709K
|
2.7K
$935K
|