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 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
570+ 2.83% |
$130K - $150K
|
20.7K
$7.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
570+ 4.48% |
$130K - $150K
|
13.3K
$4.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
568+ 7.17% |
$130K - $149K
|
8.49K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
561+ 6.19% |
$128K - $147K
|
9.62K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
560+ 2.89% |
$128K - $147K
|
19.9K
$6.87M
|
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
560+ 0.01% |
$128K - $147K
|
7.29M
$2.52B
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
556+ 15.01% |
$127K - $146K
|
4.26K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
555+ 2.29% |
$127K - $146K
|
24.8K
$8.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
550+ 0.72% |
$126K - $144K
|
76.7K
$26.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
544+ 5.59% |
$124K - $143K
|
10.3K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
544New |
$124K - $143K
|
544
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
542+ 3.43% |
$124K - $142K
|
16.3K
$5.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
537+ 23.15% |
$123K - $141K
|
2.86K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
535+ 0.95% |
$122K - $140K
|
56.9K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
534+ 42.01% |
$122K - $140K
|
1.81K
$623K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
529+ 7.05% |
$121K - $139K
|
8.04K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
529+ 20.46% |
$121K - $139K
|
3.12K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
528+ 2.53% |
$121K - $139K
|
21.4K
$7.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
527+ 4.3% |
$121K - $138K
|
12.8K
$4.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
526+ 11.68% |
$120K - $138K
|
5.03K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
526+ 1.93% |
$120K - $138K
|
27.8K
$9.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
525+ 1.22% |
$120K - $138K
|
43.5K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
524+ 0.77% |
$120K - $137K
|
68.5K
$23.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
523+ 4.0% |
$120K - $137K
|
13.6K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
523+ 29.94% |
$120K - $137K
|
2.27K
$783K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
522+ 1.69% |
$119K - $137K
|
31.4K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
518+ 0.45% |
$119K - $136K
|
116K
$39.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
517+ 17.83% |
$118K - $136K
|
3.42K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
512New |
$117K - $134K
|
512
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
510+ 0.42% |
$117K - $134K
|
121K
$41.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
509New |
$116K - $134K
|
509
$176K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
507+ 1.84% |
$116K - $133K
|
28K
$9.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
507+ 8.38% |
$116K - $133K
|
6.56K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
505+ 8.09% |
$116K - $133K
|
6.75K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
505+ 21.25% |
$116K - $133K
|
2.88K
$995K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
503+ 2.12% |
$115K - $132K
|
24.3K
$8.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
502+ 65.62% |
$115K - $132K
|
1.27K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
501+ 1.66% |
$115K - $131K
|
30.8K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
500New |
$114K - $131K
|
500
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
500+ 0.32% |
$114K - $131K
|
157K
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
498+ 9.65% |
$114K - $131K
|
5.66K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
492+ 7.75% |
$113K - $129K
|
6.84K
$2.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
492+ 6.1% |
$113K - $129K
|
8.56K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
490+ 12.36% |
$112K - $129K
|
4.45K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
487+ 8.65% |
$111K - $128K
|
6.12K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
486+ 1.86% |
$111K - $128K
|
26.7K
$9.2M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
484+ 27.63% |
$111K - $127K
|
2.24K
$772K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
483+ 2.15% |
$111K - $127K
|
23K
$7.93M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
482+ 14.37% |
$110K - $126K
|
3.84K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
481+ 6.75% |
$110K - $126K
|
7.61K
$2.63M
|