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 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
43+ 0.93% |
$9.84K - $11.3K
|
4.66K
$1.61M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 5.18% |
$9.84K - $11.3K
|
873
$301K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
43+ 3.63% |
$9.84K - $11.3K
|
1.23K
$424K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
42+ 4.76% |
$9.61K - $11K
|
925
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
42+ 0.99% |
$9.61K - $11K
|
4.3K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
41+ 2.65% |
$9.38K - $10.8K
|
1.59K
$549K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
41+ 1.32% |
$9.38K - $10.8K
|
3.14K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.38% |
$9.38K - $10.8K
|
10.7K
$3.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 3.4% |
$9.15K - $10.5K
|
1.22K
$420K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40+ 2.46% |
$9.15K - $10.5K
|
1.67K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
40New |
$9.15K - $10.5K
|
40
$13.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
40+ 0.79% |
$9.15K - $10.5K
|
5.11K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 4.47% |
$9.15K - $10.5K
|
934
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 3.11% |
$9.15K - $10.5K
|
1.33K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
40+ 1.49% |
$9.15K - $10.5K
|
2.73K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
39+ 0.5% |
$8.92K - $10.2K
|
7.88K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
39+ 2.01% |
$8.92K - $10.2K
|
1.98K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
39+ 0.11% |
$8.92K - $10.2K
|
36.8K
$12.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
38+ 0.87% |
$8.69K - $9.97K
|
4.43K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.23% |
$8.69K - $9.97K
|
16.3K
$5.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
37+ 2.52% |
$8.47K - $9.71K
|
1.5K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
37+ 0.42% |
$8.47K - $9.71K
|
8.84K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
37New |
$8.47K - $9.71K
|
37
$12.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.63% |
$8.01K - $9.18K
|
2.19K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
35+ 2.14% |
$8.01K - $9.18K
|
1.67K
$577K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34+ 1.32% |
$7.78K - $8.92K
|
2.6K
$898K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
34+ 2.23% |
$7.78K - $8.92K
|
1.56K
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
33+ 1.19% |
$7.55K - $8.66K
|
2.8K
$965K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
33+ 3.26% |
$7.55K - $8.66K
|
1.04K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
32+ 2.91% |
$7.32K - $8.4K
|
1.13K
$391K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.18% |
$7.32K - $8.4K
|
17.8K
$6.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
32+ 0.94% |
$7.32K - $8.4K
|
3.43K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.12% |
$7.09K - $8.13K
|
636
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
31+ 1.07% |
$7.09K - $8.13K
|
2.92K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
31+ 1.37% |
$7.09K - $8.13K
|
2.29K
$789K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
30+ 1.02% |
$6.86K - $7.87K
|
2.96K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30+ 12.3% |
$6.86K - $7.87K
|
274
$94.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 2.35% |
$6.86K - $7.87K
|
1.31K
$452K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
30+ 3.18% |
$6.86K - $7.87K
|
974
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
30+ 0.17% |
$6.86K - $7.87K
|
17.7K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
30+ 1.88% |
$6.86K - $7.87K
|
1.63K
$562K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
29+ 3.0% |
$6.64K - $7.61K
|
995
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
29+ 0.36% |
$6.64K - $7.61K
|
8.16K
$2.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.5% |
$6.41K - $7.35K
|
5.68K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
28+ 0.77% |
$6.41K - $7.35K
|
3.67K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
28+ 0.16% |
$6.41K - $7.35K
|
17.5K
$6.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28+ 0.96% |
$6.41K - $7.35K
|
2.95K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
27+ 0.04% |
$6.18K - $7.08K
|
75.6K
$26.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
26+ 1.49% |
$5.95K - $6.82K
|
1.78K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 1.02% |
$5.95K - $6.82K
|
2.58K
$889K
|