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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
2.7K+ 11.28% |
$618K - $708K
|
26.6K
$9.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.69KNew |
$616K - $707K
|
2.69K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.69KNew |
$615K - $705K
|
2.69K
$929K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.68K+ 1.41% |
$614K - $704K
|
193K
$66.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
2.68K+ 332.26% |
$613K - $703K
|
3.48K
$1.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.67KNew |
$611K - $701K
|
2.67K
$924K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
2.66K+ 1.64% |
$609K - $698K
|
165K
$57.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
2.64K+ 9.73% |
$605K - $693K
|
29.8K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
2.64K+ 3.82% |
$605K - $693K
|
71.9K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.63K+ 3.69% |
$602K - $691K
|
74.1K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 1.59% |
$602K - $690K
|
168K
$58.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
2.63K+ 71.08% |
$602K - $690K
|
6.33K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.61KNew |
$597K - $684K
|
2.61K
$902K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.59K+ 6.45% |
$593K - $680K
|
42.8K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.59K+ 61.41% |
$593K - $680K
|
6.81K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.58KNew |
$591K - $678K
|
2.58K
$893K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.58K+ 11.49% |
$590K - $677K
|
25K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.58KNew |
$590K - $677K
|
2.58K
$892K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.57KNew |
$587K - $673K
|
2.57K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.55K+ 0.37% |
$584K - $670K
|
691K
$239M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.53K+ 4.28% |
$579K - $664K
|
61.7K
$21.3M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 57.16% |
$575K - $659K
|
6.91K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.5K+ 4.35% |
$573K - $657K
|
60K
$20.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.49K+ 0.41% |
$570K - $654K
|
614K
$212M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.48K+ 4.43% |
$568K - $651K
|
58.5K
$20.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.48K+ 4.27% |
$567K - $650K
|
60.5K
$20.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.46KNew |
$562K - $645K
|
2.46K
$850K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.43K+ 12.15% |
$555K - $636K
|
22.4K
$7.74M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.42K+ 17.63% |
$554K - $635K
|
16.2K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.38K+ 29.24% |
$545K - $626K
|
10.5K
$3.64M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.36K+ 15.43% |
$540K - $620K
|
17.7K
$6.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.35K+ 0.54% |
$539K - $618K
|
442K
$153M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.35K+ 1.52% |
$537K - $616K
|
156K
$54.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.34K+ 1.01% |
$535K - $614K
|
233K
$80.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.32K+ 3.72% |
$531K - $609K
|
64.7K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.32K+ 21.1% |
$531K - $608K
|
13.3K
$4.6M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.32KNew |
$531K - $608K
|
2.32K
$802K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.29K+ 34.87% |
$524K - $601K
|
8.85K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.29K+ 4.28% |
$524K - $601K
|
55.8K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.27KNew |
$519K - $596K
|
2.27K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.25K+ 6.78% |
$514K - $589K
|
35.4K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.24KNew |
$513K - $589K
|
2.24K
$776K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.23K+ 5.42% |
$509K - $584K
|
43.3K
$15M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.21KNew |
$506K - $580K
|
2.21K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 0.69% |
$505K - $580K
|
321K
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.2KNew |
$504K - $578K
|
2.2K
$761K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.19K+ 18.12% |
$502K - $575K
|
14.3K
$4.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.19K+ 5.58% |
$500K - $574K
|
41.4K
$14.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.18K+ 8.39% |
$498K - $571K
|
28.1K
$9.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.17K+ 0.96% |
$497K - $570K
|
229K
$79.3M
|