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 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-37- 1.64% |
$8.47K - $9.71K
|
2.22K
$768K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-38- 0.57% |
$8.69K - $9.97K
|
6.64K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-38- 0.97% |
$8.69K - $9.97K
|
3.9K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-39- 0.99% |
$8.92K - $10.2K
|
3.89K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-39- 3.09% |
$8.92K - $10.2K
|
1.22K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-39- 1.07% |
$8.92K - $10.2K
|
3.61K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-39- 0.43% |
$8.92K - $10.2K
|
9.12K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-39- 0.24% |
$8.92K - $10.2K
|
16.5K
$5.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-40- 1.37% |
$9.15K - $10.5K
|
2.88K
$993K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-40- 3.56% |
$9.15K - $10.5K
|
1.08K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-40- 1.17% |
$9.15K - $10.5K
|
3.37K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-40- 2.87% |
$9.15K - $10.5K
|
1.35K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-40- 0.55% |
$9.15K - $10.5K
|
7.29K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-40- 3.51% |
$9.15K - $10.5K
|
1.1K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-40- 3.65% |
$9.15K - $10.5K
|
1.06K
$365K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-40- 2.92% |
$9.15K - $10.5K
|
1.33K
$458K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-41- 1.35% |
$9.38K - $10.8K
|
3K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-42- 0.57% |
$9.61K - $11K
|
7.3K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-42- 0.84% |
$9.61K - $11K
|
4.96K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-43- 0.73% |
$9.84K - $11.3K
|
5.82K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-43- 0.85% |
$9.84K - $11.3K
|
5.01K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 0.13% |
$9.84K - $11.3K
|
34K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-44- 0.45% |
$10.1K - $11.5K
|
9.74K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-44- 3.01% |
$10.1K - $11.5K
|
1.42K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-44- 1.29% |
$10.1K - $11.5K
|
3.38K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-44- 0.45% |
$10.1K - $11.5K
|
9.65K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-45- 1.33% |
$10.3K - $11.8K
|
3.33K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-46- 0.86% |
$10.5K - $12.1K
|
5.29K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-46- 1.99% |
$10.5K - $12.1K
|
2.26K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-46- 1.12% |
$10.5K - $12.1K
|
4.06K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-47- 3.14% |
$10.8K - $12.3K
|
1.45K
$501K
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-47- 0.1% |
$10.8K - $12.3K
|
46.9K
$16.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47- 2.42% |
$10.8K - $12.3K
|
1.89K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-47- 1.12% |
$10.8K - $12.3K
|
4.15K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-47- 0.89% |
$10.8K - $12.3K
|
5.22K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-48- 0.31% |
$11K - $12.6K
|
15.3K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-48- 1.03% |
$11K - $12.6K
|
4.63K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-48- 3.32% |
$11K - $12.6K
|
1.4K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-49- 0.21% |
$11.2K - $12.9K
|
22.9K
$7.9M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-49- 0.73% |
$11.2K - $12.9K
|
6.64K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-50- 2.22% |
$11.4K - $13.1K
|
2.2K
$759K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.47% |
$11.4K - $13.1K
|
3.35K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-50- 5.27% |
$11.4K - $13.1K
|
898
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.2% |
$11.4K - $13.1K
|
25.5K
$8.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-50- 0.64% |
$11.4K - $13.1K
|
7.77K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-50- 3.32% |
$11.4K - $13.1K
|
1.46K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.24% |
$11.4K - $13.1K
|
4K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 1.72% |
$11.4K - $13.1K
|
2.86K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-50- 71.43% |
$11.4K - $13.1K
|
20
$6.9K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.24% |
$11.4K - $13.1K
|
4K
$1.38M
|