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 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-73- 1.67% |
$16.7K - $19.2K
|
4.29K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-74- 1.24% |
$16.9K - $19.4K
|
5.88K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.56% |
$16.9K - $19.4K
|
4.68K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-74- 0.96% |
$16.9K - $19.4K
|
7.66K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-74- 0.54% |
$16.9K - $19.4K
|
13.6K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-74- 0.07% |
$16.9K - $19.4K
|
101K
$34.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-77- 1.55% |
$17.6K - $20.2K
|
4.88K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-77- 0.23% |
$17.6K - $20.2K
|
32.8K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-77- 0.62% |
$17.6K - $20.2K
|
12.3K
$4.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-78- 4.97% |
$17.8K - $20.5K
|
1.49K
$514K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-78- 1.71% |
$17.8K - $20.5K
|
4.48K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-78- 6.96% |
$17.8K - $20.5K
|
1.04K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-79- 11.45% |
$18.1K - $20.7K
|
611
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-79- 0.52% |
$18.1K - $20.7K
|
15.3K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-79- 5.46% |
$18.1K - $20.7K
|
1.37K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-80- 6.25% |
$18.3K - $21K
|
1.2K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-80- 0.28% |
$18.3K - $21K
|
28.3K
$9.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-80- 5.94% |
$18.3K - $21K
|
1.27K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-81- 0.9% |
$18.5K - $21.3K
|
8.94K
$3.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 0.72% |
$18.5K - $21.3K
|
11.2K
$3.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-82- 9.37% |
$18.8K - $21.5K
|
793
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-82- 0.79% |
$18.8K - $21.5K
|
10.3K
$3.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-83- 1.1% |
$19K - $21.8K
|
7.47K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-83- 0.27% |
$19K - $21.8K
|
30.6K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-84- 10.88% |
$19.2K - $22K
|
688
$237K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-85- 2.14% |
$19.4K - $22.3K
|
3.88K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-87- 0.32% |
$19.9K - $22.8K
|
26.7K
$9.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-87- 5.39% |
$19.9K - $22.8K
|
1.53K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-88- 8.38% |
$20.1K - $23.1K
|
962
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-88- 0.62% |
$20.1K - $23.1K
|
14.1K
$4.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-90- 0.53% |
$20.6K - $23.6K
|
16.8K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-91- 7.13% |
$20.8K - $23.9K
|
1.19K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-91- 0.5% |
$20.8K - $23.9K
|
18K
$6.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-92- 3.62% |
$21.1K - $24.1K
|
2.45K
$845K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-92- 3.74% |
$21.1K - $24.1K
|
2.37K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-94- 1.05% |
$21.5K - $24.7K
|
8.88K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-95- 3.23% |
$21.7K - $24.9K
|
2.85K
$982K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-96- 0.44% |
$22K - $25.2K
|
21.5K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-97- 1.69% |
$22.2K - $25.5K
|
5.64K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-97- 10.25% |
$22.2K - $25.5K
|
849
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-99- 4.41% |
$22.7K - $26K
|
2.15K
$741K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 2.8% |
$22.9K - $26.2K
|
3.48K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.48% |
$22.9K - $26.2K
|
6.65K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 7.35% |
$22.9K - $26.2K
|
1.26K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 0.35% |
$22.9K - $26.2K
|
28.7K
$9.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.94% |
$22.9K - $26.2K
|
3.3K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-100- 1.1% |
$22.9K - $26.2K
|
9.03K
$3.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 0.68% |
$22.9K - $26.2K
|
14.7K
$5.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-100- 1.05% |
$22.9K - $26.2K
|
9.43K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-100- 2.61% |
$22.9K - $26.2K
|
3.74K
$1.29M
|