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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-397- 8.86% |
$90.8K - $104K
|
4.08K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-399- 50.44% |
$91.3K - $105K
|
392
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-400- 1.96% |
$91.5K - $105K
|
20.1K
$6.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-400- 9.93% |
$91.5K - $105K
|
3.63K
$1.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-400- 20.71% |
$91.5K - $105K
|
1.53K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-401- 1.61% |
$91.8K - $105K
|
24.4K
$8.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-403- 12.66% |
$92.2K - $106K
|
2.78K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-404- 1.92% |
$92.4K - $106K
|
20.6K
$7.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-405- 4.41% |
$92.7K - $106K
|
8.78K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-406- 1.74% |
$92.9K - $107K
|
22.9K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-408- 9.88% |
$93.4K - $107K
|
3.72K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-410- 4.25% |
$93.8K - $108K
|
9.24K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-412- 6.66% |
$94.3K - $108K
|
5.78K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-413- 29.91% |
$94.5K - $108K
|
968
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-415- 1.15% |
$95K - $109K
|
35.7K
$12.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-418- 2.52% |
$95.6K - $110K
|
16.2K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-423- 3.87% |
$96.8K - $111K
|
10.5K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-425- 3.15% |
$97.2K - $112K
|
13.1K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-425- 0.35% |
$97.2K - $112K
|
121K
$41.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-426- 1.44% |
$97.5K - $112K
|
29.2K
$10.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-427- 1.43% |
$97.7K - $112K
|
29.4K
$10.2M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-430- 1.56% |
$98.4K - $113K
|
27.1K
$9.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-431- 1.62% |
$98.6K - $113K
|
26.2K
$9.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-435- 1.36% |
$99.5K - $114K
|
31.6K
$10.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-436- 2.24% |
$99.8K - $114K
|
19K
$6.57M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-436- 8.73% |
$99.8K - $114K
|
4.56K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-440- 3.65% |
$101K - $115K
|
11.6K
$4.01M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-440- 31.68% |
$101K - $115K
|
949
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-441- 2.02% |
$101K - $116K
|
21.4K
$7.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-441- 11.95% |
$101K - $116K
|
3.25K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-441- 1.15% |
$101K - $116K
|
37.8K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-444- 1.45% |
$102K - $116K
|
30.2K
$10.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
SELL
|
- |
-447- 0.39% |
$102K - $117K
|
115K
$39.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-448- 3.61% |
$103K - $118K
|
12K
$4.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-450- 0.24% |
$103K - $118K
|
184K
$63.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-450- 1.51% |
$103K - $118K
|
29.4K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-452- 11.09% |
$103K - $119K
|
3.63K
$1.25M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-453- 5.77% |
$104K - $119K
|
7.4K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-453- 0.35% |
$104K - $119K
|
129K
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-454- 0.12% |
$104K - $119K
|
386K
$133M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-456- 1.11% |
$104K - $120K
|
40.8K
$14.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-456- 0.58% |
$104K - $120K
|
77.8K
$26.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-457- 2.98% |
$105K - $120K
|
14.9K
$5.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-458- 2.4% |
$105K - $120K
|
18.6K
$6.42M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-462- 2.47% |
$106K - $121K
|
18.2K
$6.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-464- 11.57% |
$106K - $122K
|
3.55K
$1.22M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-466- 0.53% |
$107K - $122K
|
87.3K
$30.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-466- 5.18% |
$107K - $122K
|
8.54K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-468- 11.96% |
$107K - $123K
|
3.44K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-470- 2.54% |
$108K - $123K
|
18.1K
$6.24M
|