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 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.16K+ 1.7% |
$494K - $567K
|
129K
$44.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$491K - $563K
|
2.15K
$742K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.14K+ 25.92% |
$489K - $560K
|
10.4K
$3.59M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.14KNew |
$489K - $560K
|
2.14K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.13KNew |
$488K - $559K
|
2.13K
$737K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.12K+ 2.79% |
$485K - $556K
|
78.1K
$27M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.11K+ 13.46% |
$484K - $555K
|
17.8K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.11KNew |
$483K - $554K
|
2.11K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.1K+ 1.75% |
$481K - $552K
|
122K
$42.3M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.1K+ 60.43% |
$479K - $550K
|
5.56K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.09K+ 3.06% |
$479K - $549K
|
70.5K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.09K+ 11.21% |
$478K - $549K
|
20.7K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.09K+ 282.16% |
$478K - $548K
|
2.83K
$978K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.08K+ 2.42% |
$477K - $547K
|
88.1K
$30.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.07K+ 134.79% |
$473K - $543K
|
3.6K
$1.25M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.07K+ 1.92% |
$473K - $543K
|
110K
$37.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.04K+ 24.19% |
$466K - $535K
|
10.5K
$3.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.03K+ 66.78% |
$465K - $533K
|
5.08K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
2K+ 17.86% |
$458K - $525K
|
13.2K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2K+ 57.14% |
$458K - $525K
|
5.5K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.99KNew |
$456K - $523K
|
1.99K
$689K
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.94K+ 25.25% |
$445K - $510K
|
9.64K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.94K+ 7.2% |
$444K - $509K
|
28.9K
$9.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.93KNew |
$442K - $507K
|
1.93K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.93KNew |
$442K - $507K
|
1.93K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.93K+ 7.79% |
$441K - $506K
|
26.7K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.93K+ 28.97% |
$441K - $506K
|
8.58K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.93K+ 59.7% |
$441K - $505K
|
5.15K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 42.79% |
$435K - $499K
|
6.35K
$2.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.9K+ 0.33% |
$435K - $498K
|
571K
$198M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.89KNew |
$433K - $497K
|
1.89K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.89KNew |
$433K - $496K
|
1.89K
$654K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.88K+ 3.25% |
$431K - $494K
|
59.8K
$20.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.88KNew |
$430K - $493K
|
1.88K
$649K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.84K+ 4.76% |
$422K - $484K
|
40.5K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.84K+ 6.56% |
$420K - $481K
|
29.8K
$10.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.84KNew |
$420K - $481K
|
1.84K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 82.35% |
$417K - $479K
|
4.04K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$417K - $478K
|
1.82K
$630K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.81K+ 27.58% |
$414K - $475K
|
8.37K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.8K+ 127.48% |
$412K - $472K
|
3.21K
$1.11M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.8K+ 14.01% |
$412K - $472K
|
14.6K
$5.06M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.79KNew |
$409K - $469K
|
1.79K
$618K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1.79K+ 52.61% |
$409K - $469K
|
5.18K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.79K+ 34.61% |
$409K - $469K
|
6.95K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.78K+ 936.84% |
$407K - $467K
|
1.97K
$681K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 3.45% |
$407K - $466K
|
53.3K
$18.4M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.78KNew |
$406K - $466K
|
1.78K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.77KNew |
$406K - $465K
|
1.77K
$613K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.77K+ 8.21% |
$405K - $464K
|
23.3K
$8.06M
|