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
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-209- 0.69% |
$47.8K - $54.8K
|
30K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-213- 2.09% |
$48.7K - $55.9K
|
9.98K
$3.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-214- 0.4% |
$49K - $56.1K
|
53.5K
$18.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-214- 1.67% |
$49K - $56.1K
|
12.6K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-215- 0.09% |
$49.2K - $56.4K
|
249K
$86.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-215- 0.38% |
$49.2K - $56.4K
|
56.3K
$19.4M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-215- 2.33% |
$49.2K - $56.4K
|
9.01K
$3.11M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-217- 0.1% |
$49.7K - $56.9K
|
210K
$72.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-218- 1.23% |
$49.9K - $57.2K
|
17.6K
$6.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-219- 2.23% |
$50.1K - $57.5K
|
9.6K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-219- 1.24% |
$50.1K - $57.5K
|
17.4K
$6.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-220- 0.99% |
$50.3K - $57.7K
|
22K
$7.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-220- 4.66% |
$50.3K - $57.7K
|
4.51K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-220- 0.73% |
$50.3K - $57.7K
|
29.7K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-221- 0.18% |
$50.6K - $58K
|
123K
$42.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-223- 0.51% |
$51K - $58.5K
|
43.4K
$15M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-224- 1.87% |
$51.3K - $58.8K
|
11.7K
$4.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-224- 0.76% |
$51.3K - $58.8K
|
29.3K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-226- 2.11% |
$51.7K - $59.3K
|
10.5K
$3.61M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-226- 6.56% |
$51.7K - $59.3K
|
3.22K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-227- 11.42% |
$51.9K - $59.6K
|
1.76K
$607K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-229- 9.3% |
$52.4K - $60.1K
|
2.23K
$771K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-230- 1.09% |
$52.6K - $60.3K
|
20.8K
$7.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-230- 1.47% |
$52.6K - $60.3K
|
15.5K
$5.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-230- 6.19% |
$52.6K - $60.3K
|
3.48K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-231- 7.93% |
$52.9K - $60.6K
|
2.68K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-232- 42.03% |
$53.1K - $60.9K
|
320
$110K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-233- 77.93% |
$53.3K - $61.1K
|
66
$22.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-234- 2.22% |
$53.5K - $61.4K
|
10.3K
$3.55M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-235- 2.02% |
$53.8K - $61.7K
|
11.4K
$3.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-235- 1.24% |
$53.8K - $61.7K
|
18.7K
$6.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-235- 1.53% |
$53.8K - $61.7K
|
15.1K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-235- 0.34% |
$53.8K - $61.7K
|
69.8K
$24.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-236- 4.17% |
$54K - $61.9K
|
5.42K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-236- 0.81% |
$54K - $61.9K
|
28.8K
$9.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-237- 4.26% |
$54.2K - $62.2K
|
5.33K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-238- 0.65% |
$54.5K - $62.4K
|
36.2K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-238- 2.24% |
$54.5K - $62.4K
|
10.4K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-241- 4.82% |
$55.1K - $63.2K
|
4.75K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-243- 9.05% |
$55.6K - $63.8K
|
2.44K
$843K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-243- 6.13% |
$55.6K - $63.8K
|
3.72K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-244- 0.12% |
$55.8K - $64K
|
207K
$71.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-245- 2.86% |
$56.1K - $64.3K
|
8.31K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-245- 1.16% |
$56.1K - $64.3K
|
20.9K
$7.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-250- 19.32% |
$57.2K - $65.6K
|
1.04K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-250- 0.11% |
$57.2K - $65.6K
|
231K
$79.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-251- 4.77% |
$57.4K - $65.9K
|
5.01K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-253- 0.5% |
$57.9K - $66.4K
|
50.7K
$17.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-254- 3.32% |
$58.1K - $66.6K
|
7.4K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-254- 10.57% |
$58.1K - $66.6K
|
2.15K
$742K
|