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 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
398+ 5.23% |
$91.1K - $104K
|
8.01K
$2.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
397+ 2.11% |
$90.8K - $104K
|
19.2K
$6.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
396+ 0.67% |
$90.6K - $104K
|
59.1K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
396+ 9.14% |
$90.6K - $104K
|
4.73K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
395+ 5.43% |
$90.4K - $104K
|
7.67K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
393+ 1.59% |
$89.9K - $103K
|
25K
$8.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
392+ 3.25% |
$89.7K - $103K
|
12.5K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
390+ 5.78% |
$89.2K - $102K
|
7.14K
$2.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
388+ 8.72% |
$88.8K - $102K
|
4.84K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
388+ 2.54% |
$88.8K - $102K
|
15.6K
$5.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
386+ 1.44% |
$88.3K - $101K
|
27.3K
$9.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
385+ 27.68% |
$88.1K - $101K
|
1.78K
$613K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
377+ 23.1% |
$86.3K - $98.9K
|
2.01K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
375New |
$85.8K - $98.4K
|
375
$129K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
374+ 14.02% |
$85.6K - $98.1K
|
3.04K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
374+ 5.6% |
$85.6K - $98.1K
|
7.06K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
374+ 18.13% |
$85.6K - $98.1K
|
2.44K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
367+ 10.28% |
$84K - $96.3K
|
3.94K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
366+ 1.8% |
$83.7K - $96K
|
20.7K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
365+ 8.31% |
$83.5K - $95.8K
|
4.76K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
360+ 0.05% |
$82.4K - $94.5K
|
754K
$260M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
360+ 0.6% |
$82.4K - $94.5K
|
60.3K
$20.8M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
360+ 0.6% |
$82.4K - $94.5K
|
60.3K
$20.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
359+ 7.47% |
$82.1K - $94.2K
|
5.16K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
359+ 1.89% |
$82.1K - $94.2K
|
19.4K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
356+ 18.6% |
$81.5K - $93.4K
|
2.27K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
353+ 1.0% |
$80.8K - $92.6K
|
35.7K
$12.3M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
353New |
$80.8K - $92.6K
|
353
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
352+ 14.69% |
$80.5K - $92.4K
|
2.75K
$949K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
351+ 0.35% |
$80.3K - $92.1K
|
101K
$35M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
351+ 14.24% |
$80.3K - $92.1K
|
2.82K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
350+ 5.71% |
$80.1K - $91.8K
|
6.48K
$2.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
349+ 3.36% |
$79.9K - $91.6K
|
10.7K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
349+ 2.01% |
$79.9K - $91.6K
|
17.7K
$6.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
348+ 5.59% |
$79.6K - $91.3K
|
6.57K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
345+ 7.88% |
$78.9K - $90.5K
|
4.72K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
345New |
$78.9K - $90.5K
|
345
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
344+ 0.47% |
$78.7K - $90.3K
|
74.2K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
344+ 5.85% |
$78.7K - $90.3K
|
6.22K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
342+ 8.0% |
$78.3K - $89.7K
|
4.62K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
341+ 4.0% |
$78K - $89.5K
|
8.87K
$3.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
339+ 1.6% |
$77.6K - $88.9K
|
21.5K
$7.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
338+ 8.52% |
$77.3K - $88.7K
|
4.31K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
338+ 19.46% |
$77.3K - $88.7K
|
2.08K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
338+ 8.03% |
$77.3K - $88.7K
|
4.55K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
338+ 2.45% |
$77.3K - $88.7K
|
14.1K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
336+ 3.38% |
$76.9K - $88.2K
|
10.3K
$3.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
335New |
$76.7K - $87.9K
|
335
$116K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
334+ 1.36% |
$76.4K - $87.6K
|
24.9K
$8.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
334+ 7.9% |
$76.4K - $87.6K
|
4.56K
$1.57M
|