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 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
795+ 1.07% |
$182K - $209K
|
75.4K
$26M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
791New |
$181K - $208K
|
791
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
789New |
$181K - $207K
|
789
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
789New |
$181K - $207K
|
789
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
788New |
$180K - $207K
|
788
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
788New |
$180K - $207K
|
788
$272K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
788+ 7.93% |
$180K - $207K
|
10.7K
$3.7M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
788New |
$180K - $207K
|
788
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
785+ 10.3% |
$180K - $206K
|
8.41K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
784New |
$179K - $206K
|
784
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
784+ 0.91% |
$179K - $206K
|
87.3K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
784New |
$179K - $206K
|
784
$271K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
782New |
$179K - $205K
|
782
$270K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
780+ 22.91% |
$178K - $205K
|
4.19K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
779New |
$178K - $204K
|
779
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
779+ 6.93% |
$178K - $204K
|
12K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
779New |
$178K - $204K
|
779
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
778New |
$178K - $204K
|
778
$269K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
776+ 2.97% |
$178K - $204K
|
26.9K
$9.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
776New |
$178K - $204K
|
776
$268K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
775New |
$177K - $203K
|
775
$267K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
775New |
$177K - $203K
|
775
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
774New |
$177K - $203K
|
774
$267K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
772New |
$177K - $203K
|
772
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
770New |
$176K - $202K
|
770
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
769New |
$176K - $202K
|
769
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
769New |
$176K - $202K
|
769
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
768New |
$176K - $202K
|
768
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
765+ 3.93% |
$175K - $201K
|
20.2K
$6.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
764New |
$175K - $200K
|
764
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
761New |
$174K - $200K
|
761
$263K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
757+ 9.86% |
$173K - $199K
|
8.44K
$2.91M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
751+ 5.07% |
$172K - $197K
|
15.6K
$5.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
749+ 4.27% |
$171K - $197K
|
18.3K
$6.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
749+ 2.43% |
$171K - $197K
|
31.6K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
749+ 7.67% |
$171K - $197K
|
10.5K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
745+ 16.43% |
$170K - $195K
|
5.28K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
744+ 3.65% |
$170K - $195K
|
21.1K
$7.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
736+ 6.38% |
$168K - $193K
|
12.3K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
735+ 4.11% |
$168K - $193K
|
18.6K
$6.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
729+ 63.23% |
$167K - $191K
|
1.88K
$650K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
729+ 63.23% |
$167K - $191K
|
1.88K
$650K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
725+ 0.54% |
$166K - $190K
|
136K
$46.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
720+ 1.71% |
$165K - $189K
|
42.7K
$14.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
720+ 7.69% |
$165K - $189K
|
10.1K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
717+ 40.24% |
$164K - $188K
|
2.5K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
715+ 1.93% |
$164K - $188K
|
37.8K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
712+ 0.91% |
$163K - $187K
|
78.7K
$27.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
711New |
$163K - $187K
|
711
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
710+ 1.16% |
$162K - $186K
|
61.8K
$21.3M
|