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 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-474- 2.09% |
$108K - $124K
|
22.2K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-474- 2.13% |
$108K - $124K
|
21.8K
$7.51M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-478- 1.58% |
$109K - $125K
|
29.7K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-479- 4.15% |
$110K - $126K
|
11.1K
$3.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-481- 1.19% |
$110K - $126K
|
40.1K
$13.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-487- 3.98% |
$111K - $128K
|
11.8K
$4.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-490- 2.86% |
$112K - $129K
|
16.7K
$5.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-490- 18.97% |
$112K - $129K
|
2.09K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-492- 4.18% |
$113K - $129K
|
11.3K
$3.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-493- 10.29% |
$113K - $129K
|
4.3K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-494- 9.17% |
$113K - $130K
|
4.89K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-494- 0.83% |
$113K - $130K
|
58.9K
$20.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-495- 12.28% |
$113K - $130K
|
3.54K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-497- 3.89% |
$114K - $130K
|
12.3K
$4.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-498- 2.53% |
$114K - $131K
|
19.2K
$6.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-500- 18.05% |
$114K - $131K
|
2.27K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-500- 11.0% |
$114K - $131K
|
4.05K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 3.15% |
$114K - $131K
|
15.4K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 0.5% |
$114K - $131K
|
99.8K
$34.5M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-500- 87.41% |
$114K - $131K
|
72
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-501- 0.73% |
$115K - $131K
|
68K
$23.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-504- 3.99% |
$115K - $132K
|
12.1K
$4.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-510- 5.25% |
$117K - $134K
|
9.21K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-518- 12.66% |
$119K - $136K
|
3.58K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-525- 2.94% |
$120K - $138K
|
17.4K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-526- 0.84% |
$120K - $138K
|
62.3K
$21.5M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-526- 2.35% |
$120K - $138K
|
21.9K
$7.55M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-530- 1.92% |
$121K - $139K
|
27K
$9.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-532- 17.3% |
$122K - $140K
|
2.54K
$878K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-533- 2.13% |
$122K - $140K
|
24.5K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-535- 1.05% |
$122K - $140K
|
50.6K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-548- 0.91% |
$125K - $144K
|
59.8K
$20.6M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-550- 0.96% |
$126K - $144K
|
56.7K
$19.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-551- 6.71% |
$126K - $145K
|
7.66K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-562- 40.09% |
$129K - $147K
|
840
$290K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-566- 12.62% |
$130K - $149K
|
3.92K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-569- 12.65% |
$130K - $149K
|
3.93K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-572- 2.48% |
$131K - $150K
|
22.5K
$7.76M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-575- 2.94% |
$132K - $151K
|
19K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-579- 0.44% |
$132K - $152K
|
131K
$45.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-583- 1.89% |
$133K - $153K
|
30.2K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-583- 2.06% |
$133K - $153K
|
27.8K
$9.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-584- 4.09% |
$134K - $153K
|
13.7K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-585- 24.43% |
$134K - $153K
|
1.81K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-586- 2.91% |
$134K - $154K
|
19.6K
$6.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-591- 2.2% |
$135K - $155K
|
26.3K
$9.06M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-599- 14.56% |
$137K - $157K
|
3.52K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-599- 19.19% |
$137K - $157K
|
2.52K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-600- 12.62% |
$137K - $157K
|
4.16K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-600- 5.34% |
$137K - $157K
|
10.6K
$3.67M
|