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 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.12K+ 6.01% |
$257K - $295K
|
19.8K
$6.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1.12KNew |
$257K - $295K
|
1.12K
$388K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.11KNew |
$255K - $292K
|
1.11K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 19.1% |
$254K - $292K
|
6.93K
$2.39M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 19.05% |
$254K - $292K
|
6.94K
$2.4M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.11KNew |
$254K - $291K
|
1.11K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.1K+ 1.72% |
$251K - $288K
|
65K
$22.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.09K+ 19.65% |
$250K - $287K
|
6.65K
$2.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 2.93% |
$249K - $286K
|
38.3K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.09K+ 9.16% |
$249K - $286K
|
13K
$4.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 11.65% |
$248K - $284K
|
10.4K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 2.79% |
$247K - $283K
|
39.8K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08KNew |
$247K - $283K
|
1.08K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.08K+ 70.07% |
$246K - $283K
|
2.61K
$902K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.07KNew |
$246K - $282K
|
1.07K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.06KNew |
$243K - $278K
|
1.06K
$366K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.06KNew |
$243K - $278K
|
1.06K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.06KNew |
$242K - $278K
|
1.06K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.06K+ 3.01% |
$242K - $278K
|
36.3K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.06K+ 0.67% |
$242K - $277K
|
159K
$54.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.05KNew |
$241K - $276K
|
1.05K
$363K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.05K+ 0.89% |
$240K - $275K
|
119K
$41.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$240K - $275K
|
1.05K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 4.76% |
$239K - $274K
|
23K
$7.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04K+ 5.88% |
$239K - $274K
|
18.8K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.04K+ 0.74% |
$238K - $273K
|
142K
$49M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.04KNew |
$237K - $272K
|
1.04K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 33.5% |
$236K - $271K
|
4.12K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.03K+ 0.84% |
$235K - $269K
|
124K
$42.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.03K+ 15.82% |
$235K - $269K
|
7.51K
$2.59M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.02KNew |
$232K - $266K
|
1.02K
$350K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.02KNew |
$232K - $266K
|
1.02K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.01K+ 3.17% |
$231K - $265K
|
32.9K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.01KNew |
$231K - $264K
|
1.01K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.01KNew |
$230K - $264K
|
1.01K
$348K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.01K+ 372.59% |
$230K - $264K
|
1.28K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.01KNew |
$230K - $264K
|
1.01K
$347K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1K+ 3.41% |
$229K - $263K
|
30.4K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1K+ 48.73% |
$229K - $262K
|
3.05K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
999+ 7.03% |
$229K - $262K
|
15.2K
$5.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
998New |
$228K - $262K
|
998
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
996+ 6.86% |
$228K - $261K
|
15.5K
$5.36M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
996+ 6.86% |
$228K - $261K
|
15.5K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
990New |
$227K - $260K
|
990
$342K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
987New |
$226K - $259K
|
987
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
986+ 1.54% |
$226K - $259K
|
65K
$22.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
986+ 1.55% |
$226K - $259K
|
64.6K
$22.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
986+ 1.43% |
$226K - $259K
|
69.7K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
984New |
$225K - $258K
|
984
$340K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
984New |
$225K - $258K
|
984
$340K
|