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 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-763- 14.93% |
$175K - $200K
|
4.35K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-770- 0.6% |
$176K - $202K
|
127K
$44.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-774- 2.03% |
$177K - $203K
|
37.4K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Nepsis Inc.
|
SELL
|
- |
-780- 1.28% |
$178K - $205K
|
60K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-781- 0.78% |
$179K - $205K
|
99K
$34.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-786- 50.78% |
$180K - $206K
|
762
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-798- 1.92% |
$183K - $209K
|
40.8K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-800- 36.04% |
$183K - $210K
|
1.42K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-803- 4.08% |
$184K - $211K
|
18.9K
$6.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-813- 3.35% |
$186K - $213K
|
23.5K
$8.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-824- 14.36% |
$189K - $216K
|
4.91K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-825- 32.26% |
$189K - $216K
|
1.73K
$603K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-830- 51.08% |
$190K - $218K
|
795
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-830- 49.4% |
$190K - $218K
|
850
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-834- 2.31% |
$191K - $219K
|
35.3K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-836- 0.81% |
$191K - $219K
|
103K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-850- 1.97% |
$194K - $223K
|
42.4K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-850- 10.91% |
$194K - $223K
|
6.94K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-853- 1.49% |
$195K - $224K
|
56.3K
$19.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-854- 48.55% |
$195K - $224K
|
905
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-861- 3.42% |
$197K - $226K
|
24.3K
$8.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-864- 6.62% |
$198K - $227K
|
12.2K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-873- 31.18% |
$200K - $229K
|
1.93K
$671K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-874- 6.15% |
$200K - $229K
|
13.3K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-876- 5.58% |
$200K - $230K
|
14.8K
$5.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-880- 1.09% |
$201K - $231K
|
79.7K
$27.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-882- 5.26% |
$202K - $231K
|
15.9K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-884- 0.37% |
$202K - $232K
|
239K
$83.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-886- 48.73% |
$203K - $232K
|
932
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-892- 6.06% |
$204K - $234K
|
13.8K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-895- 22.35% |
$205K - $235K
|
3.11K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-898- 1.79% |
$205K - $236K
|
49.3K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 12.86% |
$206K - $236K
|
6.1K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-910- 2.9% |
$208K - $239K
|
30.5K
$10.6M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-916- 16.75% |
$210K - $240K
|
4.55K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 0.75% |
$210K - $241K
|
122K
$42.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-919- 0.72% |
$210K - $241K
|
127K
$44.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-923- 3.68% |
$211K - $242K
|
24.2K
$8.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-924- 5.8% |
$211K - $242K
|
15K
$5.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-938- 7.9% |
$215K - $246K
|
10.9K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-940- 4.17% |
$215K - $247K
|
21.6K
$7.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-942- 1.25% |
$216K - $247K
|
74.6K
$26M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-943- 3.15% |
$216K - $247K
|
29K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-948- 0.57% |
$217K - $249K
|
165K
$57.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-953- 3.62% |
$218K - $250K
|
25.4K
$8.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-953- 22.75% |
$218K - $250K
|
3.24K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-954- 1.64% |
$218K - $250K
|
57.3K
$19.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-956- 16.84% |
$219K - $251K
|
4.72K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-956- 9.8% |
$219K - $251K
|
8.8K
$3.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-957- 2.69% |
$219K - $251K
|
34.7K
$12.1M
|