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 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
14+ 0.27% |
$3.2K - $3.67K
|
5.27K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 4.67% |
$3.2K - $3.67K
|
314
$108K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$3.2K - $3.67K
|
2.96K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
14+ 0.12% |
$3.2K - $3.67K
|
11.8K
$4.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
14+ 0.12% |
$3.2K - $3.67K
|
11.9K
$4.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.09% |
$3.2K - $3.67K
|
15.3K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14+ 0.51% |
$3.2K - $3.67K
|
2.75K
$950K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
13+ 0.77% |
$2.97K - $3.41K
|
1.71K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
13+ 0.42% |
$2.97K - $3.41K
|
3.13K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13+ 0.45% |
$2.97K - $3.41K
|
2.91K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12+ 0.88% |
$2.75K - $3.15K
|
1.37K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
12+ 0.17% |
$2.75K - $3.15K
|
7.28K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12+ 0.68% |
$2.75K - $3.15K
|
1.79K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 1.12% |
$2.52K - $2.89K
|
993
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
11+ 0.66% |
$2.52K - $2.89K
|
1.67K
$577K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
11+ 1.02% |
$2.52K - $2.89K
|
1.09K
$377K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10+ 1.93% |
$2.29K - $2.62K
|
528
$182K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.26% |
$2.29K - $2.62K
|
3.91K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.58% |
$2.29K - $2.62K
|
1.74K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.14% |
$2.29K - $2.62K
|
7K
$2.42M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 1.1% |
$2.29K - $2.62K
|
922
$318K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$2.06K - $2.36K
|
2.44K
$842K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.43% |
$2.06K - $2.36K
|
2.11K
$730K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9+ 90.0% |
$2.06K - $2.36K
|
19
$6.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
9+ 0.21% |
$2.06K - $2.36K
|
4.3K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.33% |
$2.06K - $2.36K
|
2.78K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
9+ 0.42% |
$2.06K - $2.36K
|
2.17K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9+ 0.95% |
$2.06K - $2.36K
|
961
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 0.42% |
$2.06K - $2.36K
|
2.17K
$749K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8+ 0.03% |
$1.83K - $2.1K
|
25K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
8+ 0.13% |
$1.83K - $2.1K
|
6.01K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
8+ 0.07% |
$1.83K - $2.1K
|
12.2K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 9.59% |
$1.6K - $1.84K
|
80
$27.6K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.28% |
$1.6K - $1.84K
|
2.53K
$873K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6+ 0.53% |
$1.37K - $1.57K
|
1.14K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$1.37K - $1.57K
|
3.59K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.53% |
$1.37K - $1.57K
|
1.14K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6+ 0.11% |
$1.37K - $1.57K
|
5.41K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.13% |
$1.37K - $1.57K
|
4.76K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
6+ 0.03% |
$1.37K - $1.57K
|
17.2K
$5.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5+ 0.03% |
$1.14K - $1.31K
|
18.8K
$6.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.08% |
$1.14K - $1.31K
|
6.32K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.07% |
$1.14K - $1.31K
|
6.83K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$1.14K - $1.31K
|
29.8K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.23% |
$1.14K - $1.31K
|
2.16K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$1.14K - $1.31K
|
1.73K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$1.14K - $1.31K
|
20.5K
$7.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$1.14K - $1.31K
|
5
$1.73K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.23% |
$1.14K - $1.31K
|
2.16K
$747K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$915 - $1.05K
|
4.11K
$1.42M
|