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 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
87+ 6.79% |
$19.9K - $22.8K
|
1.37K
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
86+ 3.9% |
$19.7K - $22.6K
|
2.29K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
86+ 2.36% |
$19.7K - $22.6K
|
3.74K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
85+ 1.15% |
$19.4K - $22.3K
|
7.48K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
85+ 1.59% |
$19.4K - $22.3K
|
5.42K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
85+ 2.55% |
$19.4K - $22.3K
|
3.42K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
84+ 1.94% |
$19.2K - $22K
|
4.42K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
82+ 2.08% |
$18.8K - $21.5K
|
4.03K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
82+ 2.31% |
$18.8K - $21.5K
|
3.63K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
82+ 4.25% |
$18.8K - $21.5K
|
2.01K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82+ 5.59% |
$18.8K - $21.5K
|
1.55K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
81+ 6.28% |
$18.5K - $21.3K
|
1.37K
$473K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
81+ 1.11% |
$18.5K - $21.3K
|
7.38K
$2.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
80+ 0.54% |
$18.3K - $21K
|
15K
$5.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 0.46% |
$18.3K - $21K
|
17.3K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
79+ 0.94% |
$18.1K - $20.7K
|
8.47K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
78+ 0.77% |
$17.8K - $20.5K
|
10.3K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
75New |
$17.2K - $19.7K
|
75
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
73+ 4.08% |
$16.7K - $19.2K
|
1.86K
$643K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
72+ 1.79% |
$16.5K - $18.9K
|
4.1K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
71+ 4.64% |
$16.2K - $18.6K
|
1.6K
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
71+ 22.9% |
$16.2K - $18.6K
|
381
$132K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
71+ 1.73% |
$16.2K - $18.6K
|
4.19K
$1.44M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
71+ 7.67% |
$16.2K - $18.6K
|
997
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
70New |
$16K - $18.4K
|
70
$24.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
70+ 2.41% |
$16K - $18.4K
|
2.98K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
69+ 4.94% |
$15.8K - $18.1K
|
1.47K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
69+ 1.8% |
$15.8K - $18.1K
|
3.91K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
68+ 1.02% |
$15.6K - $17.8K
|
6.72K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
68+ 6.22% |
$15.6K - $17.8K
|
1.16K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
68+ 1.08% |
$15.6K - $17.8K
|
6.36K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
68+ 0.2% |
$15.6K - $17.8K
|
33.5K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
66+ 0.94% |
$15.1K - $17.3K
|
7.06K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
66+ 1.88% |
$15.1K - $17.3K
|
3.57K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
66+ 0.54% |
$15.1K - $17.3K
|
12.2K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
66+ 2.28% |
$15.1K - $17.3K
|
2.96K
$1.02M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
66+ 2.28% |
$15.1K - $17.3K
|
2.96K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 2.05% |
$14.9K - $17.1K
|
3.24K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
65+ 3.85% |
$14.9K - $17.1K
|
1.75K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
65+ 0.26% |
$14.9K - $17.1K
|
24.8K
$8.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
65+ 0.14% |
$14.9K - $17.1K
|
45.6K
$15.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
64+ 6.01% |
$14.6K - $16.8K
|
1.13K
$390K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
63+ 1.26% |
$14.4K - $16.5K
|
5.07K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
63+ 0.35% |
$14.4K - $16.5K
|
18.3K
$6.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
63+ 1.25% |
$14.4K - $16.5K
|
5.12K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
62+ 1.25% |
$14.2K - $16.3K
|
5.01K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
62+ 3.71% |
$14.2K - $16.3K
|
1.73K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
62+ 3.99% |
$14.2K - $16.3K
|
1.61K
$557K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
61New |
$14K - $16K
|
61
$21.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
61+ 12.01% |
$14K - $16K
|
569
$196K
|