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 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
112+ 4.9% |
$25.6K - $29.4K
|
2.4K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
112+ 2.73% |
$25.6K - $29.4K
|
4.21K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
111+ 0.46% |
$25.4K - $29.1K
|
24.3K
$8.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
110+ 5.21% |
$25.2K - $28.9K
|
2.22K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
110+ 0.66% |
$25.2K - $28.9K
|
16.9K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
110+ 0.86% |
$25.2K - $28.9K
|
12.9K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
109+ 0.22% |
$24.9K - $28.6K
|
49.3K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
108+ 9.01% |
$24.7K - $28.3K
|
1.31K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
108+ 0.79% |
$24.7K - $28.3K
|
13.8K
$4.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 5.1% |
$24.7K - $28.3K
|
2.23K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
108+ 1.16% |
$24.7K - $28.3K
|
9.45K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
108+ 0.3% |
$24.7K - $28.3K
|
36.3K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
107+ 11.19% |
$24.5K - $28.1K
|
1.06K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
106+ 5.1% |
$24.3K - $27.8K
|
2.19K
$754K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
105+ 2.57% |
$24K - $27.5K
|
4.19K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
105+ 4.48% |
$24K - $27.5K
|
2.45K
$845K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
104+ 2.73% |
$23.8K - $27.3K
|
3.91K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
104+ 0.2% |
$23.8K - $27.3K
|
53.3K
$18.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
103+ 2.83% |
$23.6K - $27K
|
3.75K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
101+ 0.18% |
$23.1K - $26.5K
|
56.3K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
101+ 2.53% |
$23.1K - $26.5K
|
4.1K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.06% |
$22.9K - $26.2K
|
164K
$56.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
100+ 1.86% |
$22.9K - $26.2K
|
5.48K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
100+ 1.12% |
$22.9K - $26.2K
|
9.06K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
100+ 28.99% |
$22.9K - $26.2K
|
445
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 0.32% |
$22.9K - $26.2K
|
31.7K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.56% |
$22.9K - $26.2K
|
17.9K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
98+ 0.65% |
$22.4K - $25.7K
|
15.1K
$5.21M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
98+ 2.27% |
$22.4K - $25.7K
|
4.42K
$1.53M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
97+ 45.33% |
$22.2K - $25.5K
|
311
$107K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
97+ 8.61% |
$22.2K - $25.5K
|
1.22K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
97+ 3.36% |
$22.2K - $25.5K
|
2.98K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
96+ 3.27% |
$22K - $25.2K
|
3.03K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
95+ 8.41% |
$21.7K - $24.9K
|
1.22K
$422K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
95New |
$21.7K - $24.9K
|
95
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
94+ 1.59% |
$21.5K - $24.7K
|
6.02K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
94+ 66.2% |
$21.5K - $24.7K
|
236
$81.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
93+ 8.32% |
$21.3K - $24.4K
|
1.21K
$418K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
92+ 4.02% |
$21.1K - $24.1K
|
2.38K
$822K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
92+ 2.63% |
$21.1K - $24.1K
|
3.59K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
90+ 0.31% |
$20.6K - $23.6K
|
29.5K
$10.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
90+ 0.5% |
$20.6K - $23.6K
|
18.1K
$6.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90+ 6.17% |
$20.6K - $23.6K
|
1.55K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
90+ 0.71% |
$20.6K - $23.6K
|
12.8K
$4.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
89+ 0.93% |
$20.4K - $23.4K
|
9.64K
$3.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
89+ 0.14% |
$20.4K - $23.4K
|
62.3K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
89+ 3.69% |
$20.4K - $23.4K
|
2.5K
$863K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
88+ 1.93% |
$20.1K - $23.1K
|
4.66K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
87+ 0.62% |
$19.9K - $22.8K
|
14K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
87New |
$19.9K - $22.8K
|
87
$30K
|