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 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
709+ 1.61% |
$162K - $186K
|
44.6K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
708+ 0.6% |
$162K - $186K
|
119K
$41.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
707+ 4.42% |
$162K - $186K
|
16.7K
$5.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
707New |
$162K - $186K
|
707
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
700+ 20.13% |
$160K - $184K
|
4.18K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
700+ 7.23% |
$160K - $184K
|
10.4K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
699+ 4.16% |
$160K - $183K
|
17.5K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
698+ 20.23% |
$160K - $183K
|
4.15K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
697+ 14.98% |
$159K - $183K
|
5.35K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
697+ 1.44% |
$159K - $183K
|
49.2K
$17M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
695+ 15.91% |
$159K - $182K
|
5.06K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
695+ 15.54% |
$159K - $182K
|
5.17K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
688+ 17.4% |
$157K - $181K
|
4.64K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
687+ 2.26% |
$157K - $180K
|
31.1K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
677+ 35.48% |
$155K - $178K
|
2.59K
$892K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
675+ 7.07% |
$154K - $177K
|
10.2K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
672+ 67.27% |
$154K - $176K
|
1.67K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
672+ 1.97% |
$154K - $176K
|
34.9K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
668+ 2.69% |
$153K - $175K
|
25.5K
$8.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
664+ 2.85% |
$152K - $174K
|
24K
$8.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
659+ 3.95% |
$151K - $173K
|
17.4K
$5.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
658+ 0.59% |
$151K - $173K
|
111K
$38.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
658+ 0.23% |
$151K - $173K
|
287K
$98.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
654+ 6.46% |
$150K - $172K
|
10.8K
$3.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
652+ 4.97% |
$149K - $171K
|
13.8K
$4.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
651New |
$149K - $171K
|
651
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
650+ 0.37% |
$149K - $171K
|
177K
$61.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
650New |
$149K - $171K
|
650
$224K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
648+ 5.63% |
$148K - $170K
|
12.2K
$4.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
648New |
$148K - $170K
|
648
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
647+ 18.76% |
$148K - $170K
|
4.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
647+ 4.16% |
$148K - $170K
|
16.2K
$5.59M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
637+ 7.3% |
$146K - $167K
|
9.36K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
632+ 44.92% |
$145K - $166K
|
2.04K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
632+ 12.03% |
$145K - $166K
|
5.89K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
625+ 534.19% |
$143K - $164K
|
742
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
619New |
$142K - $162K
|
619
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
612+ 2.52% |
$140K - $161K
|
24.9K
$8.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
609New |
$139K - $160K
|
609
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
603+ 3.59% |
$138K - $158K
|
17.4K
$6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
601+ 18.73% |
$138K - $158K
|
3.81K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
600+ 0.37% |
$137K - $157K
|
164K
$56.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 3.08% |
$137K - $157K
|
20.1K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
595+ 15.34% |
$136K - $156K
|
4.48K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
587+ 9.02% |
$134K - $154K
|
7.1K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
585+ 4.35% |
$134K - $153K
|
14K
$4.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
580+ 6.64% |
$133K - $152K
|
9.31K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
578+ 13.15% |
$132K - $152K
|
4.98K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
571+ 3.34% |
$131K - $150K
|
17.6K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
571+ 7.26% |
$131K - $150K
|
8.44K
$2.91M
|