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 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.56% |
$5.03K - $5.77K
|
3.91K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-22- 0.68% |
$5.03K - $5.77K
|
3.23K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-22- 2.33% |
$5.03K - $5.77K
|
922
$321K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-23- 0.09% |
$5.26K - $6.03K
|
26.4K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
SELL
|
- |
-23- 0.12% |
$5.26K - $6.03K
|
19.5K
$6.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-23- 0.16% |
$5.26K - $6.03K
|
14K
$4.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-23- 0.58% |
$5.26K - $6.03K
|
3.93K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-23- 1.52% |
$5.26K - $6.03K
|
1.49K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-25- 0.97% |
$5.72K - $6.56K
|
2.55K
$887K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-25- 1.23% |
$5.72K - $6.56K
|
2.01K
$698K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-25- 0.44% |
$5.72K - $6.56K
|
5.72K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-25- 0.25% |
$5.72K - $6.56K
|
10K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-25- 0.67% |
$5.72K - $6.56K
|
3.71K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.47% |
$5.72K - $6.56K
|
5.31K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-25- 0.7% |
$5.72K - $6.56K
|
3.57K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-25- 0.57% |
$5.72K - $6.56K
|
4.35K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-27- 0.46% |
$6.18K - $7.08K
|
5.85K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-27- 0.11% |
$6.18K - $7.08K
|
23.8K
$8.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-27- 0.56% |
$6.18K - $7.08K
|
4.77K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-27- 0.68% |
$6.18K - $7.08K
|
3.94K
$1.37M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 30.0% |
$6.18K - $7.08K
|
63
$21.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-28- 0.71% |
$6.41K - $7.35K
|
3.92K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-28- 0.96% |
$6.41K - $7.35K
|
2.89K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-28- 2.61% |
$6.41K - $7.35K
|
1.05K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-28- 0.52% |
$6.41K - $7.35K
|
5.38K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-28- 0.11% |
$6.41K - $7.35K
|
24.5K
$8.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-29- 1.81% |
$6.64K - $7.61K
|
1.58K
$549K
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-29- 0.75% |
$6.64K - $7.61K
|
3.83K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-29- 0.08% |
$6.64K - $7.61K
|
37K
$12.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-29- 0.66% |
$6.64K - $7.61K
|
4.36K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-30- 0.6% |
$6.86K - $7.87K
|
4.99K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.3% |
$6.86K - $7.87K
|
9.9K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-30- 0.53% |
$6.86K - $7.87K
|
5.61K
$1.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-31- 0.81% |
$7.09K - $8.13K
|
3.79K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 0.46% |
$7.09K - $8.13K
|
6.66K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-31- 0.23% |
$7.09K - $8.13K
|
13.3K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-31- 0.05% |
$7.09K - $8.13K
|
68K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-31- 2.32% |
$7.09K - $8.13K
|
1.31K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-32- 1.41% |
$7.32K - $8.4K
|
2.23K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-33- 0.28% |
$7.55K - $8.66K
|
11.7K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-34- 0.13% |
$7.78K - $8.92K
|
26.2K
$9.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-34- 0.19% |
$7.78K - $8.92K
|
18.1K
$6.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-34- 2.62% |
$7.78K - $8.92K
|
1.27K
$440K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-34- 0.57% |
$7.78K - $8.92K
|
5.95K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-35- 0.73% |
$8.01K - $9.18K
|
4.77K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-35- 0.07% |
$8.01K - $9.18K
|
51.5K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-36- 1.54% |
$8.24K - $9.45K
|
2.3K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-36- 0.55% |
$8.24K - $9.45K
|
6.55K
$2.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-37- 0.25% |
$8.47K - $9.71K
|
14.9K
$5.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-37- 9.25% |
$8.47K - $9.71K
|
363
$126K
|