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 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.32K+ 543.66% |
$1.9M - $2.18M
|
9.85K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.2K+ 2.17% |
$1.88M - $2.15M
|
385K
$133M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
8.15K+ 65.06% |
$1.86M - $2.14M
|
20.7K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.14K+ 55.95% |
$1.86M - $2.14M
|
22.7K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.07KNew |
$1.85M - $2.12M
|
8.07K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.05K+ 18.58% |
$1.84M - $2.11M
|
51.4K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.04K+ 11.4% |
$1.84M - $2.11M
|
78.5K
$27.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.03KNew |
$1.84M - $2.11M
|
8.03K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.03KNew |
$1.84M - $2.11M
|
8.03K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.99K+ 4.47% |
$1.83M - $2.1M
|
187K
$64.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.97KNew |
$1.82M - $2.09M
|
7.97K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.86K+ 4.73% |
$1.8M - $2.06M
|
174K
$60.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
7.74K+ 0.82% |
$1.77M - $2.03M
|
947K
$327M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
7.71K+ 62.57% |
$1.76M - $2.02M
|
20K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.71KNew |
$1.76M - $2.02M
|
7.71K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7.69K+ 2956.54% |
$1.76M - $2.02M
|
7.95K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.68K+ 20.25% |
$1.76M - $2.02M
|
45.6K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.59K+ 23.17% |
$1.74M - $1.99M
|
40.4K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.58K+ 2.26% |
$1.73M - $1.99M
|
342K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
7.58KNew |
$1.73M - $1.99M
|
7.58K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
7.54KNew |
$1.73M - $1.98M
|
7.54K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
7.51KNew |
$1.72M - $1.97M
|
7.51K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
7.5KNew |
$1.72M - $1.97M
|
7.5K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.49K+ 30.07% |
$1.71M - $1.96M
|
32.4K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.4K+ 11.29% |
$1.69M - $1.94M
|
72.9K
$25.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.36K+ 2.38% |
$1.68M - $1.93M
|
317K
$109M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.29K+ 19.57% |
$1.67M - $1.91M
|
44.5K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.24K+ 40.42% |
$1.66M - $1.9M
|
25.1K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7.13K+ 5.55% |
$1.63M - $1.87M
|
136K
$46.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.04K+ 9.06% |
$1.61M - $1.85M
|
84.8K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Valley Forge Capital Management, LP
Wayne, PA |
BUY
|
- |
7.04K+ 0.78% |
$1.61M - $1.85M
|
912K
$315M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.03K+ 0.52% |
$1.61M - $1.84M
|
1.35M
$466M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.02K+ 24.4% |
$1.61M - $1.84M
|
35.8K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
6.99K+ 2.21% |
$1.6M - $1.84M
|
324K
$112M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
6.96K+ 299.87% |
$1.59M - $1.83M
|
9.28K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.92K+ 0.61% |
$1.58M - $1.82M
|
1.15M
$397M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.91KNew |
$1.58M - $1.81M
|
6.91K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.91K+ 5.76% |
$1.58M - $1.81M
|
127K
$43.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
6.9K+ 7.01% |
$1.58M - $1.81M
|
105K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.77K+ 3.75% |
$1.55M - $1.78M
|
187K
$64.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6.73KNew |
$1.54M - $1.77M
|
6.73K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.71KNew |
$1.54M - $1.76M
|
6.71K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.71K+ 3.28% |
$1.54M - $1.76M
|
212K
$73.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
BUY
|
- |
6.67K+ 0.67% |
$1.53M - $1.75M
|
1M
$347M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
6.64KNew |
$1.52M - $1.74M
|
6.64K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.61K+ 175.84% |
$1.51M - $1.73M
|
10.4K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.56K+ 3.79% |
$1.5M - $1.72M
|
180K
$62.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
6.54K+ 8.75% |
$1.5M - $1.72M
|
81.3K
$28.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.47K+ 19.69% |
$1.48M - $1.7M
|
39.3K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
6.43K+ 2.93% |
$1.47M - $1.69M
|
226K
$78.1M
|