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 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.31K+ 2.33% |
$299K - $343K
|
57.4K
$19.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.31K+ 2.24% |
$299K - $343K
|
59.6K
$20.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.3K+ 5.99% |
$297K - $340K
|
22.9K
$7.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 3.25% |
$297K - $340K
|
41.2K
$14.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.29KNew |
$294K - $338K
|
1.29K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.28K+ 5.27% |
$294K - $337K
|
25.6K
$8.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.28K+ 19.34% |
$293K - $336K
|
7.9K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.28K+ 12.97% |
$292K - $335K
|
11.1K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.28KNew |
$292K - $335K
|
1.28K
$441K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.27K+ 6.59% |
$290K - $333K
|
20.5K
$7.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.27K+ 2.06% |
$289K - $332K
|
62.8K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.26K+ 0.2% |
$289K - $332K
|
628K
$217M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.26K+ 2.43% |
$289K - $331K
|
53.2K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.26K+ 5.31% |
$289K - $331K
|
25K
$8.64M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.26K+ 91.76% |
$288K - $330K
|
2.63K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.26KNew |
$288K - $330K
|
1.26K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
1.26K+ 1.54% |
$287K - $329K
|
82.5K
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.25K+ 32.3% |
$286K - $328K
|
5.12K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.24K+ 34.88% |
$285K - $326K
|
4.81K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.23K+ 0.98% |
$282K - $324K
|
127K
$43.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.23K+ 3.78% |
$282K - $324K
|
33.8K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.23K+ 22.94% |
$281K - $322K
|
6.57K
$2.27M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.23K+ 22.94% |
$281K - $322K
|
6.57K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.23K+ 14.74% |
$280K - $321K
|
9.54K
$3.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 21.76% |
$280K - $321K
|
6.84K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.22K+ 3.08% |
$280K - $321K
|
41K
$14.1M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 25.12% |
$280K - $321K
|
6.09K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 17.39% |
$278K - $319K
|
8.22K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.21K+ 27.9% |
$278K - $318K
|
5.56K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.21K+ 19.6% |
$276K - $316K
|
7.35K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.21K+ 102.55% |
$276K - $316K
|
2.38K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.2KNew |
$275K - $315K
|
1.2K
$414K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 27.65% |
$272K - $312K
|
5.49K
$1.89M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.19KNew |
$271K - $311K
|
1.19K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.19KNew |
$271K - $311K
|
1.19K
$409K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.18K+ 8.6% |
$270K - $309K
|
14.9K
$5.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
1.18KNew |
$270K - $309K
|
1.18K
$407K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 6.67% |
$269K - $309K
|
18.8K
$6.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.18K+ 2.81% |
$269K - $309K
|
43K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.17K+ 19.91% |
$269K - $308K
|
7.07K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.17K+ 35.12% |
$268K - $307K
|
4.5K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
1.17KNew |
$267K - $306K
|
1.17K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.16KNew |
$266K - $305K
|
1.16K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.16K+ 9.42% |
$264K - $303K
|
13.4K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.16KNew |
$264K - $303K
|
1.16K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.14KNew |
$260K - $298K
|
1.14K
$392K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.13KNew |
$259K - $297K
|
1.13K
$391K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.13K+ 6.04% |
$258K - $296K
|
19.8K
$6.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.13K+ 14.35% |
$258K - $296K
|
8.99K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.13K+ 8.82% |
$257K - $295K
|
13.9K
$4.79M
|