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
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
202+ 1.17% |
$46.2K - $53K
|
17.4K
$6.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
202+ 11.57% |
$46.2K - $53K
|
1.95K
$678K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
201+ 4.56% |
$46K - $52.7K
|
4.61K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
201+ 6.1% |
$46K - $52.7K
|
3.49K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
200+ 1.18% |
$45.8K - $52.5K
|
17.2K
$5.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$45.8K - $52.5K
|
200
$69.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
200+ 1.92% |
$45.8K - $52.5K
|
10.6K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
198+ 7.51% |
$45.3K - $52K
|
2.84K
$987K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
198+ 6.61% |
$45.3K - $52K
|
3.19K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
197+ 2.73% |
$45.1K - $51.7K
|
7.42K
$2.58M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
196+ 1.23% |
$44.8K - $51.4K
|
16.2K
$5.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
196+ 1.86% |
$44.8K - $51.4K
|
10.7K
$3.73M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
196+ 0.96% |
$44.8K - $51.4K
|
20.5K
$7.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
196+ 0.36% |
$44.8K - $51.4K
|
54.3K
$18.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
195+ 3.5% |
$44.6K - $51.2K
|
5.76K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
195+ 14.98% |
$44.6K - $51.2K
|
1.5K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
195New |
$44.6K - $51.2K
|
195
$67.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
194+ 63.19% |
$44.4K - $50.9K
|
501
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
194+ 15.93% |
$44.4K - $50.9K
|
1.41K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
194+ 2.14% |
$44.4K - $50.9K
|
9.25K
$3.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
192+ 17.93% |
$43.9K - $50.4K
|
1.26K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
192+ 4.76% |
$43.9K - $50.4K
|
4.22K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
191+ 5.22% |
$43.7K - $50.1K
|
3.85K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
191+ 2.11% |
$43.7K - $50.1K
|
9.23K
$3.21M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
190+ 3.93% |
$43.5K - $49.9K
|
5.03K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 3.37% |
$43.2K - $49.6K
|
5.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
189+ 1.5% |
$43.2K - $49.6K
|
12.8K
$4.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
187+ 0.49% |
$42.8K - $49.1K
|
38.3K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.58% |
$42.3K - $48.5K
|
32K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
184+ 0.03% |
$42.1K - $48.3K
|
643K
$224M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
184+ 10.08% |
$42.1K - $48.3K
|
2.01K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
184+ 23.23% |
$42.1K - $48.3K
|
976
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
184+ 1.64% |
$42.1K - $48.3K
|
11.4K
$3.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
183+ 6.79% |
$41.9K - $48K
|
2.88K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 1.84% |
$41.9K - $48K
|
10.1K
$3.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
182+ 15.45% |
$41.6K - $47.8K
|
1.36K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
181+ 1.79% |
$41.4K - $47.5K
|
10.3K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
181+ 1.26% |
$41.4K - $47.5K
|
14.6K
$5.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
180+ 0.46% |
$41.2K - $47.2K
|
39K
$13.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
180+ 4.74% |
$41.2K - $47.2K
|
3.98K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
180+ 1.68% |
$41.2K - $47.2K
|
10.9K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.99% |
$41.2K - $47.2K
|
4.69K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
179+ 1.24% |
$41K - $47K
|
14.6K
$5.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
178+ 4.52% |
$40.7K - $46.7K
|
4.11K
$1.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
178+ 0.64% |
$40.7K - $46.7K
|
28K
$9.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
177+ 1.5% |
$40.5K - $46.4K
|
12K
$4.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
177+ 2.3% |
$40.5K - $46.4K
|
7.86K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
177+ 0.66% |
$40.5K - $46.4K
|
26.9K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
177+ 3.93% |
$40.5K - $46.4K
|
4.69K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
176+ 9.18% |
$40.3K - $46.2K
|
2.09K
$728K
|