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
|
Sage Rhino Capital LLC
|
SELL
|
- |
-12- 0.34% |
$2.75K - $3.15K
|
3.48K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-12- 0.35% |
$2.75K - $3.15K
|
3.37K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-13- 0.52% |
$2.97K - $3.41K
|
2.49K
$867K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-13- 0.28% |
$2.97K - $3.41K
|
4.63K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.95% |
$2.97K - $3.41K
|
1.36K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.42% |
$2.97K - $3.41K
|
3.11K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-13- 0.37% |
$2.97K - $3.41K
|
3.46K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.67% |
$3.2K - $3.67K
|
2.09K
$726K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.22% |
$3.2K - $3.67K
|
6.47K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.57% |
$3.43K - $3.94K
|
2.6K
$906K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$3.43K - $3.94K
|
21.1K
$7.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-15- 1.4% |
$3.43K - $3.94K
|
1.06K
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-15- 0.65% |
$3.43K - $3.94K
|
2.31K
$804K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.2% |
$3.43K - $3.94K
|
7.5K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.32% |
$3.43K - $3.94K
|
4.66K
$1.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-15- 0.36% |
$3.43K - $3.94K
|
4.13K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-16- 1.51% |
$3.66K - $4.2K
|
1.04K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-16- 1.06% |
$3.66K - $4.2K
|
1.49K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-16- 0.21% |
$3.66K - $4.2K
|
7.55K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-16- 0.11% |
$3.66K - $4.2K
|
14K
$4.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-16- 0.78% |
$3.66K - $4.2K
|
2.02K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-16- 1.23% |
$3.66K - $4.2K
|
1.28K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-16- 0.15% |
$3.66K - $4.2K
|
10.6K
$3.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-17- 1.52% |
$3.89K - $4.46K
|
1.1K
$384K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-17- 0.74% |
$3.89K - $4.46K
|
2.27K
$789K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-17- 0.1% |
$3.89K - $4.46K
|
17.5K
$6.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$3.89K - $4.46K
|
6.35K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 39.53% |
$3.89K - $4.46K
|
26
$9.05K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-17- 0.03% |
$3.89K - $4.46K
|
56.2K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-17- 1.85% |
$3.89K - $4.46K
|
902
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-17- 1.89% |
$3.89K - $4.46K
|
883
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-18- 0.96% |
$4.12K - $4.72K
|
1.86K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.27% |
$4.12K - $4.72K
|
1.4K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-18- 1.32% |
$4.12K - $4.72K
|
1.34K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.44% |
$4.12K - $4.72K
|
4.04K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-19- 0.34% |
$4.35K - $4.99K
|
5.56K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-19- 1.69% |
$4.35K - $4.99K
|
1.1K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-19- 0.18% |
$4.35K - $4.99K
|
10.6K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-19- 1.16% |
$4.35K - $4.99K
|
1.63K
$566K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-20- 1.18% |
$4.58K - $5.25K
|
1.68K
$585K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-20- 0.16% |
$4.58K - $5.25K
|
12.5K
$4.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-20- 3.33% |
$4.58K - $5.25K
|
581
$202K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 0.67% |
$4.58K - $5.25K
|
2.95K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-20- 1.47% |
$4.58K - $5.25K
|
1.34K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-20- 1.83% |
$4.58K - $5.25K
|
1.07K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.33% |
$4.58K - $5.25K
|
6.1K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$4.58K - $5.25K
|
4.21K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-20- 0.27% |
$4.58K - $5.25K
|
7.3K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-21- 0.55% |
$4.81K - $5.51K
|
3.78K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 0.67% |
$5.03K - $5.77K
|
3.27K
$1.14M
|