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 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
334+ 1.36% |
$76.4K - $87.6K
|
24.9K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
333+ 2.64% |
$76.2K - $87.4K
|
13K
$4.48M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
332New |
$76K - $87.1K
|
332
$115K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
331+ 17.65% |
$75.7K - $86.8K
|
2.21K
$761K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
328+ 3.24% |
$75K - $86.1K
|
10.5K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
327+ 15.06% |
$74.8K - $85.8K
|
2.5K
$862K
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
327+ 0.78% |
$74.8K - $85.8K
|
42.3K
$14.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
326+ 4.47% |
$74.6K - $85.5K
|
7.61K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
325+ 18.27% |
$74.4K - $85.3K
|
2.1K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
324+ 18.55% |
$74.1K - $85K
|
2.07K
$715K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
323+ 0.2% |
$73.9K - $84.7K
|
163K
$56.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
323+ 8.19% |
$73.9K - $84.7K
|
4.27K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
322+ 23.56% |
$73.7K - $84.5K
|
1.69K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
320+ 2.9% |
$73.2K - $84K
|
11.3K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
317+ 2.27% |
$72.5K - $83.2K
|
14.3K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
315+ 1.26% |
$72.1K - $82.6K
|
25.2K
$8.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
313+ 2.8% |
$71.6K - $82.1K
|
11.5K
$3.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
313New |
$71.6K - $82.1K
|
313
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
313+ 9.98% |
$71.6K - $82.1K
|
3.45K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
311+ 0.78% |
$71.2K - $81.6K
|
40.4K
$13.9M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
309+ 18.45% |
$70.7K - $81.1K
|
1.98K
$685K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
308+ 15.78% |
$70.5K - $80.8K
|
2.26K
$780K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
307+ 32.21% |
$70.2K - $80.6K
|
1.26K
$435K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
306+ 18.37% |
$70K - $80.3K
|
1.97K
$681K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
306+ 3.03% |
$70K - $80.3K
|
10.4K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
306+ 0.27% |
$70K - $80.3K
|
115K
$39.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
305+ 1.34% |
$69.8K - $80K
|
23.1K
$7.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
305+ 1.94% |
$69.8K - $80K
|
16K
$5.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
304+ 18.24% |
$69.6K - $79.8K
|
1.97K
$680K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
304+ 14.6% |
$69.6K - $79.8K
|
2.39K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
302+ 14.06% |
$69.1K - $79.2K
|
2.45K
$846K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
302+ 13.5% |
$69.1K - $79.2K
|
2.54K
$876K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
300+ 2.8% |
$68.6K - $78.7K
|
11K
$3.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 4.2% |
$68.6K - $78.7K
|
7.45K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 1.08% |
$68.6K - $78.7K
|
28K
$9.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300New |
$68.6K - $78.7K
|
300
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
300+ 29.94% |
$68.6K - $78.7K
|
1.3K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
298+ 1.46% |
$68.2K - $78.2K
|
20.7K
$7.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
296+ 1.53% |
$67.7K - $77.7K
|
19.6K
$6.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
295+ 2.65% |
$67.5K - $77.4K
|
11.4K
$3.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
293+ 1.24% |
$67K - $76.9K
|
23.9K
$8.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
293+ 23.55% |
$67K - $76.9K
|
1.54K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
290+ 5.26% |
$66.4K - $76.1K
|
5.81K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
289+ 6.23% |
$66.1K - $75.8K
|
4.93K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
289+ 13.7% |
$66.1K - $75.8K
|
2.4K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
289+ 1.2% |
$66.1K - $75.8K
|
24.4K
$8.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
287+ 5.44% |
$65.7K - $75.3K
|
5.56K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
287+ 4.49% |
$65.7K - $75.3K
|
6.68K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
285+ 6.77% |
$65.2K - $74.8K
|
4.5K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
284+ 1.18% |
$65K - $74.5K
|
24.3K
$8.4M
|