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 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.15% |
$1.14K - $1.31K
|
3.38K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.17% |
$1.14K - $1.31K
|
2.92K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.14K - $1.31K
|
19.4K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-5- 0.12% |
$1.14K - $1.31K
|
4.21K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-5- 0.03% |
$1.14K - $1.31K
|
18.3K
$6.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-6- 0.2% |
$1.37K - $1.57K
|
3.02K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$1.37K - $1.57K
|
1.28K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6- 0.2% |
$1.37K - $1.57K
|
3.02K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6- 0.64% |
$1.37K - $1.57K
|
929
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.37K - $1.57K
|
30.8K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-6- 0.05% |
$1.37K - $1.57K
|
12.3K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6- 0.1% |
$1.37K - $1.57K
|
6.13K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.27% |
$1.37K - $1.57K
|
2.23K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6- 0.15% |
$1.37K - $1.57K
|
3.91K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7- 0.15% |
$1.6K - $1.84K
|
4.53K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-7- 0.39% |
$1.6K - $1.84K
|
1.79K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-7- 0.38% |
$1.6K - $1.84K
|
1.83K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-7- 0.03% |
$1.6K - $1.84K
|
23.2K
$8M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 0.92% |
$1.83K - $2.1K
|
862
$298K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-8- 0.11% |
$1.83K - $2.1K
|
7.39K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8- 0.03% |
$1.83K - $2.1K
|
28.4K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8- 0.43% |
$1.83K - $2.1K
|
1.85K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$1.83K - $2.1K
|
71.7K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8- 0.32% |
$1.83K - $2.1K
|
2.47K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8- 0.35% |
$1.83K - $2.1K
|
2.26K
$779K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9- 0.42% |
$2.06K - $2.36K
|
2.12K
$732K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-9- 0.2% |
$2.06K - $2.36K
|
4.49K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.34% |
$2.06K - $2.36K
|
2.68K
$924K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-9- 0.05% |
$2.06K - $2.36K
|
17.2K
$5.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-9- 0.05% |
$2.06K - $2.36K
|
16.5K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-9- 0.21% |
$2.06K - $2.36K
|
4.3K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-9- 0.37% |
$2.06K - $2.36K
|
2.45K
$847K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.14% |
$2.29K - $2.62K
|
458
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 9.09% |
$2.29K - $2.62K
|
100
$34.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 0.29% |
$2.29K - $2.62K
|
3.48K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-10- 0.18% |
$2.29K - $2.62K
|
5.57K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10- 0.53% |
$2.29K - $2.62K
|
1.87K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-10- 0.15% |
$2.29K - $2.62K
|
6.81K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-10- 0.26% |
$2.29K - $2.62K
|
3.86K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 1.05% |
$2.52K - $2.89K
|
1.04K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.03% |
$2.52K - $2.89K
|
41.1K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-11- 0.13% |
$2.52K - $2.89K
|
8.62K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11- 0.03% |
$2.52K - $2.89K
|
36K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 1.24% |
$2.52K - $2.89K
|
877
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-11- 0.35% |
$2.52K - $2.89K
|
3.16K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11- 3.47% |
$2.52K - $2.89K
|
306
$106K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-11- 0.13% |
$2.52K - $2.89K
|
8.62K
$2.97M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-11- 0.18% |
$2.52K - $2.89K
|
6.01K
$2.07M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 11.34% |
$2.52K - $2.89K
|
86
$29.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12- 0.11% |
$2.75K - $3.15K
|
11.2K
$3.85M
|