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
|
Occidental Asset Management, LLC
|
BUY
|
- |
283+ 2.33% |
$64.8K - $74.3K
|
12.4K
$4.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
282+ 4.53% |
$64.5K - $74K
|
6.51K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
282+ 1.63% |
$64.5K - $74K
|
17.6K
$6.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
281+ 1.05% |
$64.3K - $73.7K
|
27K
$9.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
278+ 1.33% |
$63.6K - $72.9K
|
21.2K
$7.31M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
277+ 1.64% |
$63.4K - $72.7K
|
17.1K
$5.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
276+ 0.98% |
$63.2K - $72.4K
|
28.4K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
276New |
$63.2K - $72.4K
|
276
$95.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
275New |
$62.9K - $72.2K
|
275
$94.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
274+ 8.86% |
$62.7K - $71.9K
|
3.37K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
269+ 2.25% |
$61.5K - $70.6K
|
12.2K
$4.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
268+ 10.37% |
$61.3K - $70.3K
|
2.85K
$984K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
268+ 4.92% |
$61.3K - $70.3K
|
5.72K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
267+ 3.95% |
$61.1K - $70.1K
|
7.03K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
266+ 11.55% |
$60.9K - $69.8K
|
2.57K
$887K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
265+ 17.34% |
$60.6K - $69.5K
|
1.79K
$619K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
264+ 8.78% |
$60.4K - $69.3K
|
3.27K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
264+ 7.27% |
$60.4K - $69.3K
|
3.89K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
264+ 12.07% |
$60.4K - $69.3K
|
2.45K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
264+ 0.42% |
$60.4K - $69.3K
|
63.3K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
263+ 5.13% |
$60.2K - $69K
|
5.39K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
262+ 0.8% |
$59.9K - $68.7K
|
32.9K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
261+ 1.25% |
$59.7K - $68.5K
|
21.1K
$7.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
261+ 8.03% |
$59.7K - $68.5K
|
3.51K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
260+ 1.32% |
$59.5K - $68.2K
|
20K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
260+ 2.57% |
$59.5K - $68.2K
|
10.4K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
259+ 0.42% |
$59.3K - $68K
|
62.1K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
258+ 4.6% |
$59K - $67.7K
|
5.87K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
258+ 8.48% |
$59K - $67.7K
|
3.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
257+ 3.17% |
$58.8K - $67.4K
|
8.35K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256+ 8.21% |
$58.6K - $67.2K
|
3.37K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
255+ 5.41% |
$58.3K - $66.9K
|
4.97K
$1.72M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
255+ 0.84% |
$58.3K - $66.9K
|
30.6K
$10.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
254+ 2.26% |
$58.1K - $66.6K
|
11.5K
$3.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
254+ 0.65% |
$58.1K - $66.6K
|
39.5K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
253+ 2.25% |
$57.9K - $66.4K
|
11.5K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
253+ 0.47% |
$57.9K - $66.4K
|
54K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
252+ 4.3% |
$57.7K - $66.1K
|
6.12K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
249+ 2.17% |
$57K - $65.3K
|
11.7K
$4.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
249+ 4.72% |
$57K - $65.3K
|
5.53K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
249+ 1.12% |
$57K - $65.3K
|
22.6K
$7.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
246+ 9.28% |
$56.3K - $64.5K
|
2.9K
$1M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
246+ 212.07% |
$56.3K - $64.5K
|
362
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
245+ 2.01% |
$56.1K - $64.3K
|
12.4K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
245+ 11.44% |
$56.1K - $64.3K
|
2.39K
$824K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
244+ 7.22% |
$55.8K - $64K
|
3.63K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
244New |
$55.8K - $64K
|
244
$84.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
244+ 4.78% |
$55.8K - $64K
|
5.35K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
243+ 8.38% |
$55.6K - $63.8K
|
3.14K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
242+ 0.51% |
$55.4K - $63.5K
|
47.4K
$16.4M
|