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 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.08% |
$229 - $262
|
1.23K
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.18% |
$229 - $262
|
560
$193K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.71K
$592K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.66% |
$229 - $262
|
153
$52.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.01% |
$229 - $262
|
16.8K
$5.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.09% |
$229 - $262
|
1.1K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.22% |
$229 - $262
|
457
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$229 - $262
|
5.62K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.23K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.1K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.47K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$229 - $262
|
203
$70.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$229 - $262
|
765
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.05% |
$229 - $262
|
1.98K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.87K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.63K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1+ 0.01% |
$229 - $262
|
8.31K
$2.87M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$229 - $262
|
1.15K
$397K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$229 - $262
|
1
$345
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1- 0.03% |
$229 - $262
|
3.83K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-1- 0.01% |
$229 - $262
|
16.3K
$5.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$229 - $262
|
1.58K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.07% |
$229 - $262
|
1.4K
$483K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$229 - $262
|
6.21K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.07% |
$229 - $262
|
1.46K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.1% |
$229 - $262
|
1.04K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1- 50.0% |
$229 - $262
|
1
$345
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.65% |
$458 - $525
|
306
$106K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2- 0.21% |
$458 - $525
|
940
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.05% |
$458 - $525
|
4.24K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3- 0.12% |
$686 - $787
|
2.44K
$843K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.08% |
$686 - $787
|
3.74K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$686 - $787
|
921
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.03% |
$686 - $787
|
12K
$4.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.83% |
$686 - $787
|
357
$123K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.09% |
$686 - $787
|
3.25K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-4- 0.45% |
$915 - $1.05K
|
876
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4- 0.07% |
$915 - $1.05K
|
5.63K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4- 0.13% |
$915 - $1.05K
|
3.12K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.02% |
$915 - $1.05K
|
19.4K
$6.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-4- 0.13% |
$915 - $1.05K
|
3.19K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-4- 0.23% |
$915 - $1.05K
|
1.71K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-4- 0.35% |
$915 - $1.05K
|
1.15K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4- 0.13% |
$915 - $1.05K
|
2.99K
$1.03M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.02% |
$915 - $1.05K
|
19.4K
$6.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-5- 0.21% |
$1.14K - $1.31K
|
2.39K
$824K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-5- 0.27% |
$1.14K - $1.31K
|
1.87K
$646K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-5- 0.48% |
$1.14K - $1.31K
|
1.05K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$1.14K - $1.31K
|
6.26K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5- 0.01% |
$1.14K - $1.31K
|
58.9K
$20.3M
|