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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.38K- 5.24% |
$772K - $886K
|
61K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-3.4K- 26.4% |
$777K - $891K
|
9.46K
$3.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.41K- 1.8% |
$779K - $894K
|
186K
$64.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.42K- 3.14% |
$783K - $898K
|
105K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.42K- 1.39% |
$783K - $898K
|
243K
$84.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.46K- 1.96% |
$791K - $907K
|
173K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.51K- 5.57% |
$803K - $921K
|
59.5K
$20.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.53K- 38.33% |
$808K - $927K
|
5.69K
$1.98M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.54K- 0.8% |
$810K - $929K
|
441K
$154M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.56K- 26.59% |
$813K - $933K
|
9.82K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.56K- 18.3% |
$815K - $934K
|
15.9K
$5.53M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.57K- 0.39% |
$817K - $937K
|
917K
$319M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.61K- 1.24% |
$826K - $947K
|
289K
$100M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-3.62K- 1.27% |
$828K - $950K
|
282K
$98.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.62K- 1.73% |
$829K - $951K
|
205K
$71.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.64K- 1.89% |
$834K - $956K
|
189K
$65.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.67K- 7.2% |
$839K - $962K
|
47.3K
$16.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.69K- 12.95% |
$844K - $968K
|
24.8K
$8.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.7K- 1.82% |
$847K - $971K
|
200K
$69.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3.71K- 5.18% |
$849K - $974K
|
67.9K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.75K- 44.28% |
$858K - $984K
|
4.72K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.75K- 48.41% |
$859K - $985K
|
4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Selkirk Management LLC
Chatham, NJ |
SELL
|
- |
-3.8K- 10.5% |
$869K - $997K
|
32.4K
$11.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 11.46% |
$879K - $1.01M
|
29.7K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-3.85K- 79.53% |
$880K - $1.01M
|
990
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.86K- 1.42% |
$882K - $1.01M
|
268K
$93.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-3.86K- 3.64% |
$884K - $1.01M
|
102K
$35.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.9K- 1.43% |
$893K - $1.02M
|
268K
$93.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3.91K- 20.41% |
$895K - $1.03M
|
15.3K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.95K- 14.66% |
$904K - $1.04M
|
23K
$8.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4K- 14.13% |
$915K - $1.05M
|
24.3K
$8.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-4.02K- 46.86% |
$921K - $1.06M
|
4.56K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-4.04K- 3.57% |
$924K - $1.06M
|
109K
$37.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.09K- 59.52% |
$935K - $1.07M
|
2.78K
$967K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.12K- 8.6% |
$943K - $1.08M
|
43.8K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.13K- 43.14% |
$946K - $1.08M
|
5.45K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.18K- 15.09% |
$956K - $1.1M
|
23.5K
$8.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.19K- 5.14% |
$958K - $1.1M
|
77.2K
$26.9M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.19K- 13.46% |
$959K - $1.1M
|
27K
$9.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-4.22K- 1.9% |
$966K - $1.11M
|
218K
$75.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.28K- 3.2% |
$979K - $1.12M
|
129K
$45M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.29K- 69.13% |
$981K - $1.13M
|
1.92K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.3K- 0.56% |
$983K - $1.13M
|
758K
$264M
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-4.43K- 6.31% |
$1.01M - $1.16M
|
65.7K
$22.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.5K- 88.07% |
$1.03M - $1.18M
|
610
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4.54K- 3.98% |
$1.04M - $1.19M
|
109K
$38.1M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-4.54K- 12.79% |
$1.04M - $1.19M
|
31K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-4.56K- 5.17% |
$1.04M - $1.2M
|
83.6K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.57K- 54.74% |
$1.04M - $1.2M
|
3.78K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.57K- 6.55% |
$1.05M - $1.2M
|
65.2K
$22.7M
|