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
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-128- 13.38% |
$29.3K - $33.6K
|
829
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-129- 3.32% |
$29.5K - $33.8K
|
3.76K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-130- 0.44% |
$29.7K - $34.1K
|
29.2K
$10.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-130- 0.26% |
$29.7K - $34.1K
|
49.7K
$17.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-131- 9.02% |
$30K - $34.4K
|
1.32K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-131- 0.87% |
$30K - $34.4K
|
15K
$5.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-132- 1.44% |
$30.2K - $34.6K
|
9.04K
$3.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-133- 7.95% |
$30.4K - $34.9K
|
1.54K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-133- 5.02% |
$30.4K - $34.9K
|
2.52K
$877K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-135- 3.25% |
$30.9K - $35.4K
|
4.03K
$1.4M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-135- 2.24% |
$30.9K - $35.4K
|
5.9K
$2.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-136- 0.33% |
$31.1K - $35.7K
|
41.4K
$14.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-137- 2.96% |
$31.3K - $35.9K
|
4.5K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-138- 0.2% |
$31.6K - $36.2K
|
68.1K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-138- 10.31% |
$31.6K - $36.2K
|
1.2K
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-140- 0.89% |
$32K - $36.7K
|
15.6K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-140- 3.68% |
$32K - $36.7K
|
3.66K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-141- 0.28% |
$32.3K - $37K
|
50.8K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-141- 1.29% |
$32.3K - $37K
|
10.8K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-144- 0.27% |
$32.9K - $37.8K
|
52.8K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-144- 0.54% |
$32.9K - $37.8K
|
26.5K
$9.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-144- 2.86% |
$32.9K - $37.8K
|
4.89K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-145- 5.63% |
$33.2K - $38K
|
2.43K
$846K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-145- 3.68% |
$33.2K - $38K
|
3.79K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-146- 7.39% |
$33.4K - $38.3K
|
1.83K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-150- 1.09% |
$34.3K - $39.4K
|
13.6K
$4.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 2.96% |
$34.3K - $39.4K
|
4.92K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-150- 4.63% |
$34.3K - $39.4K
|
3.09K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-151- 1.06% |
$34.6K - $39.6K
|
14.1K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-151- 0.73% |
$34.6K - $39.6K
|
20.4K
$7.12M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-151- 2.84% |
$34.6K - $39.6K
|
5.16K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-152- 1.39% |
$34.8K - $39.9K
|
10.8K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-152- 2.39% |
$34.8K - $39.9K
|
6.22K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-153- 2.03% |
$35K - $40.1K
|
7.37K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-153- 0.27% |
$35K - $40.1K
|
57.2K
$19.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-154- 2.28% |
$35.2K - $40.4K
|
6.61K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-154- 1.71% |
$35.2K - $40.4K
|
8.83K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-155- 0.23% |
$35.5K - $40.7K
|
67.3K
$23.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-155- 1.36% |
$35.5K - $40.7K
|
11.3K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-156- 0.95% |
$35.7K - $40.9K
|
16.3K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-157- 3.6% |
$35.9K - $41.2K
|
4.21K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-159- 6.32% |
$36.4K - $41.7K
|
2.36K
$821K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-160- 3.07% |
$36.6K - $42K
|
5.06K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-161- 2.94% |
$36.8K - $42.2K
|
5.32K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-162- 0.87% |
$37.1K - $42.5K
|
18.6K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-162- 0.33% |
$37.1K - $42.5K
|
49.2K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-163- 3.25% |
$37.3K - $42.8K
|
4.85K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-166- 0.98% |
$38K - $43.6K
|
16.8K
$5.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-168- 2.11% |
$38.4K - $44.1K
|
7.79K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-169- 17.35% |
$38.7K - $44.3K
|
805
$280K
|