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 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
176+ 0.31% |
$40.3K - $46.2K
|
56.6K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
176+ 13.92% |
$40.3K - $46.2K
|
1.44K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
176+ 4.74% |
$40.3K - $46.2K
|
3.89K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
175+ 18.56% |
$40K - $45.9K
|
1.12K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
174+ 0.27% |
$39.8K - $45.7K
|
65.8K
$22.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
174+ 1.43% |
$39.8K - $45.7K
|
12.3K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
174+ 1.46% |
$39.8K - $45.7K
|
12.1K
$4.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
173+ 0.5% |
$39.6K - $45.4K
|
35.1K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
173+ 1.34% |
$39.6K - $45.4K
|
13K
$4.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
173+ 3.12% |
$39.6K - $45.4K
|
5.71K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
172+ 23.34% |
$39.4K - $45.1K
|
909
$314K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
172+ 6.31% |
$39.4K - $45.1K
|
2.9K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
169+ 1.31% |
$38.7K - $44.3K
|
13K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
165+ 1.35% |
$37.8K - $43.3K
|
12.4K
$4.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 4.51% |
$37.5K - $43K
|
3.8K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
164+ 1.05% |
$37.5K - $43K
|
15.8K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
164+ 0.85% |
$37.5K - $43K
|
19.5K
$6.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
163+ 15.19% |
$37.3K - $42.8K
|
1.24K
$427K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
163+ 13.77% |
$37.3K - $42.8K
|
1.35K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 12.07% |
$37.3K - $42.8K
|
1.51K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
162+ 0.58% |
$37.1K - $42.5K
|
27.9K
$9.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
162+ 0.21% |
$37.1K - $42.5K
|
76.1K
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
162+ 13.25% |
$37.1K - $42.5K
|
1.39K
$478K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
161+ 3.52% |
$36.8K - $42.2K
|
4.74K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
160+ 4.09% |
$36.6K - $42K
|
4.07K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
160+ 2.27% |
$36.6K - $42K
|
7.21K
$2.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
160+ 5.0% |
$36.6K - $42K
|
3.36K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
160+ 1.3% |
$36.6K - $42K
|
12.5K
$4.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
160+ 12.96% |
$36.6K - $42K
|
1.4K
$481K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
159+ 1.08% |
$36.4K - $41.7K
|
14.9K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
158+ 2.89% |
$36.2K - $41.5K
|
5.63K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
158+ 0.28% |
$36.2K - $41.5K
|
57.2K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
158+ 11.84% |
$36.2K - $41.5K
|
1.49K
$515K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
157+ 6.17% |
$35.9K - $41.2K
|
2.7K
$932K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
157+ 3.59% |
$35.9K - $41.2K
|
4.53K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
157+ 9.04% |
$35.9K - $41.2K
|
1.89K
$653K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
155+ 1.66% |
$35.5K - $40.7K
|
9.5K
$3.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
154+ 2.36% |
$35.2K - $40.4K
|
6.67K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 5.26% |
$35.2K - $40.4K
|
3.08K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
154+ 7.27% |
$35.2K - $40.4K
|
2.27K
$784K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
153+ 0.33% |
$35K - $40.1K
|
46.6K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
153New |
$35K - $40.1K
|
153
$52.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
152New |
$34.8K - $39.9K
|
152
$52.5K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
151+ 2.63% |
$34.6K - $39.6K
|
5.89K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
151+ 0.4% |
$34.6K - $39.6K
|
38.3K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
151+ 11.34% |
$34.6K - $39.6K
|
1.48K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
150+ 2500.0% |
$34.3K - $39.4K
|
156
$53.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
150+ 3.28% |
$34.3K - $39.4K
|
4.72K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
149+ 0.37% |
$34.1K - $39.1K
|
40.9K
$14.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
148+ 7.21% |
$33.9K - $38.8K
|
2.2K
$759K
|