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 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
61+ 1.37% |
$14K - $16K
|
4.53K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61+ 1.53% |
$14K - $16K
|
4.05K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
61+ 1.65% |
$14K - $16K
|
3.77K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
60+ 3.76% |
$13.7K - $15.7K
|
1.66K
$572K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
60+ 3.87% |
$13.7K - $15.7K
|
1.61K
$555K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
60+ 1.23% |
$13.7K - $15.7K
|
4.92K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
60+ 6.9% |
$13.7K - $15.7K
|
930
$321K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.23% |
$13.5K - $15.5K
|
25.9K
$8.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
58+ 0.29% |
$13.3K - $15.2K
|
20K
$6.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
57+ 0.24% |
$13K - $15K
|
23.6K
$8.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
57+ 2.48% |
$13K - $15K
|
2.35K
$812K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 6.99% |
$13K - $15K
|
873
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57+ 4.09% |
$13K - $15K
|
1.45K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
57+ 4.74% |
$13K - $15K
|
1.26K
$435K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
56+ 3.59% |
$12.8K - $14.7K
|
1.61K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
56+ 1.55% |
$12.8K - $14.7K
|
3.68K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
55+ 2.64% |
$12.6K - $14.4K
|
2.14K
$737K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
55+ 0.41% |
$12.6K - $14.4K
|
13.3K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
54+ 1.56% |
$12.4K - $14.2K
|
3.51K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
54+ 1.31% |
$12.4K - $14.2K
|
4.17K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
53+ 2.39% |
$12.1K - $13.9K
|
2.27K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
53New |
$12.1K - $13.9K
|
53
$18.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
52+ 2.41% |
$11.9K - $13.6K
|
2.21K
$761K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
50+ 5.99% |
$11.4K - $13.1K
|
885
$305K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
50+ 5.03% |
$11.4K - $13.1K
|
1.05K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$11.4K - $13.1K
|
17.8K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
50+ 3.35% |
$11.4K - $13.1K
|
1.54K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
50+ 3.12% |
$11.4K - $13.1K
|
1.66K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
50+ 2.61% |
$11.4K - $13.1K
|
1.96K
$678K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
50+ 5.48% |
$11.4K - $13.1K
|
963
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
49+ 0.56% |
$11.2K - $12.9K
|
8.79K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
49+ 0.45% |
$11.2K - $12.9K
|
11K
$3.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49+ 2.21% |
$11.2K - $12.9K
|
2.27K
$782K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
49+ 16.5% |
$11.2K - $12.9K
|
346
$119K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
47+ 1.35% |
$10.8K - $12.3K
|
3.53K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
47+ 0.15% |
$10.8K - $12.3K
|
31.3K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
47+ 0.17% |
$10.8K - $12.3K
|
27.9K
$9.64M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
47+ 1.87% |
$10.8K - $12.3K
|
2.56K
$884K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
46+ 7.13% |
$10.5K - $12.1K
|
691
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
46+ 2.18% |
$10.5K - $12.1K
|
2.16K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
46+ 3.06% |
$10.5K - $12.1K
|
1.55K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 0.99% |
$10.5K - $12.1K
|
4.71K
$1.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
45+ 0.15% |
$10.3K - $11.8K
|
30.4K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
45+ 1.82% |
$10.3K - $11.8K
|
2.51K
$867K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 5.32% |
$10.3K - $11.8K
|
891
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 1.34% |
$10.1K - $11.5K
|
3.33K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
44+ 2.37% |
$10.1K - $11.5K
|
1.9K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
44New |
$10.1K - $11.5K
|
44
$15.2K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
43+ 0.31% |
$9.84K - $11.3K
|
14K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 3.19% |
$9.84K - $11.3K
|
1.39K
$480K
|