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 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.77KNew |
$404K - $464K
|
1.77K
$611K
|
|
|
Feb 08, 2024
Q4 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.77K+ 1.33% |
$404K - $463K
|
134K
$46.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.76KNew |
$402K - $462K
|
1.76K
$608K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.76K+ 60.65% |
$402K - $461K
|
4.65K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.75KNew |
$401K - $460K
|
1.75K
$607K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.74K+ 5.05% |
$399K - $458K
|
36.3K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 0.51% |
$397K - $455K
|
345K
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.72KNew |
$394K - $452K
|
1.72K
$596K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.72K+ 0.37% |
$394K - $451K
|
469K
$162M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.72KNew |
$393K - $450K
|
1.72K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72K+ 6.3% |
$392K - $450K
|
29K
$10M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.71KNew |
$391K - $449K
|
1.71K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.71K+ 7.26% |
$391K - $448K
|
25.2K
$8.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.71K+ 1.11% |
$390K - $448K
|
156K
$53.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.7KNew |
$389K - $446K
|
1.7K
$587K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.7KNew |
$388K - $445K
|
1.7K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.7K+ 3.38% |
$388K - $445K
|
51.9K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.7K+ 1.14% |
$388K - $445K
|
150K
$52M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.7KNew |
$388K - $445K
|
1.7K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 5.5% |
$386K - $443K
|
32.4K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.68KNew |
$384K - $441K
|
1.68K
$581K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.68K+ 32.29% |
$384K - $441K
|
6.88K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.68K+ 2.92% |
$384K - $440K
|
59.1K
$20.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.68KNew |
$383K - $440K
|
1.68K
$580K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.67K+ 13.75% |
$382K - $438K
|
13.8K
$4.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66K+ 6.45% |
$381K - $437K
|
27.5K
$9.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.66K+ 2.69% |
$381K - $437K
|
63.6K
$22M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.65K+ 21.15% |
$377K - $432K
|
9.44K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.64K+ 33.96% |
$376K - $431K
|
6.48K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.64KNew |
$375K - $431K
|
1.64K
$567K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.64KNew |
$375K - $430K
|
1.64K
$567K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 2.45% |
$375K - $430K
|
68.4K
$23.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.63K+ 3.17% |
$372K - $427K
|
53K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.63K+ 36.86% |
$372K - $426K
|
6.03K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.63KNew |
$372K - $426K
|
1.63K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.62KNew |
$370K - $424K
|
1.62K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.61K+ 17.04% |
$369K - $423K
|
11.1K
$3.83M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.61KNew |
$368K - $422K
|
1.61K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 4.7% |
$367K - $421K
|
35.7K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.6KNew |
$366K - $420K
|
1.6K
$553K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.6KNew |
$365K - $419K
|
1.6K
$552K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.6K+ 6.25% |
$365K - $418K
|
27.1K
$9.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 11.14% |
$364K - $418K
|
15.9K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.58K+ 6.78% |
$362K - $415K
|
24.9K
$8.61M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.58KNew |
$361K - $414K
|
1.58K
$546K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.58K+ 96.99% |
$361K - $414K
|
3.21K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.57K+ 4.09% |
$360K - $413K
|
40K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.56K+ 864.44% |
$356K - $408K
|
1.74K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.56K+ 91.91% |
$356K - $408K
|
3.25K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.54K+ 13.37% |
$351K - $403K
|
13K
$4.5M
|