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 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
240+ 4.72% |
$54.9K - $63K
|
5.33K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
237+ 0.39% |
$54.2K - $62.2K
|
60.6K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
237+ 1.5% |
$54.2K - $62.2K
|
16K
$5.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
236+ 3.0% |
$54K - $61.9K
|
8.1K
$2.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
236+ 6.28% |
$54K - $61.9K
|
4K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
236+ 2.46% |
$54K - $61.9K
|
9.82K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
235+ 19.55% |
$53.8K - $61.7K
|
1.44K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
235+ 9.15% |
$53.8K - $61.7K
|
2.8K
$975K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
234+ 13.09% |
$53.5K - $61.4K
|
2.02K
$703K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
234+ 22.16% |
$53.5K - $61.4K
|
1.29K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
234New |
$53.5K - $61.4K
|
234
$81.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
234+ 2.2% |
$53.5K - $61.4K
|
10.9K
$3.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
233New |
$53.3K - $61.1K
|
233
$81.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
232+ 3.45% |
$53.1K - $60.9K
|
6.96K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
231+ 0.37% |
$52.9K - $60.6K
|
62.6K
$21.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
231+ 2.0% |
$52.9K - $60.6K
|
11.8K
$4.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
227+ 21.18% |
$51.9K - $59.6K
|
1.3K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
227+ 1.19% |
$51.9K - $59.6K
|
19.3K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
227New |
$51.9K - $59.6K
|
227
$79K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
226+ 18.18% |
$51.7K - $59.3K
|
1.47K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
226+ 0.89% |
$51.7K - $59.3K
|
25.6K
$8.92M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
224+ 1.47% |
$51.3K - $58.8K
|
15.5K
$5.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
223+ 0.84% |
$51K - $58.5K
|
26.9K
$9.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
223+ 1.88% |
$51K - $58.5K
|
12.1K
$4.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
222+ 18.66% |
$50.8K - $58.2K
|
1.41K
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
222+ 2.89% |
$50.8K - $58.2K
|
7.9K
$2.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
221+ 0.22% |
$50.6K - $58K
|
99.1K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
220+ 252.87% |
$50.3K - $57.7K
|
307
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
219+ 0.46% |
$50.1K - $57.5K
|
48.2K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
218+ 0.06% |
$49.9K - $57.2K
|
377K
$131M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
217+ 0.41% |
$49.7K - $56.9K
|
53.1K
$18.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
217+ 1.27% |
$49.7K - $56.9K
|
17.3K
$6.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
216+ 1.37% |
$49.4K - $56.7K
|
16K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
216+ 2.57% |
$49.4K - $56.7K
|
8.62K
$3M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
216+ 4.92% |
$49.4K - $56.7K
|
4.61K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
215+ 1.55% |
$49.2K - $56.4K
|
14.1K
$4.9M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
214+ 73.29% |
$49K - $56.1K
|
506
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
212+ 10.34% |
$48.5K - $55.6K
|
2.26K
$787K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
212+ 3.32% |
$48.5K - $55.6K
|
6.6K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
212+ 13.36% |
$48.5K - $55.6K
|
1.8K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
211+ 0.87% |
$48.3K - $55.4K
|
24.4K
$8.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
211+ 4.99% |
$48.3K - $55.4K
|
4.44K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
211+ 1.34% |
$48.3K - $55.4K
|
16K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
211+ 1.37% |
$48.3K - $55.4K
|
15.6K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
210+ 0.97% |
$48.1K - $55.1K
|
22K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
210New |
$48.1K - $55.1K
|
210
$73.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
210+ 6.26% |
$48.1K - $55.1K
|
3.56K
$1.24M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
208+ 20800.0% |
$47.6K - $54.6K
|
209
$72.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
205+ 20.02% |
$46.9K - $53.8K
|
1.23K
$428K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.88% |
$46.7K - $53.5K
|
23.4K
$8.16M
|