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 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
5.1K+ 8.13% |
$1.17M - $1.34M
|
67.8K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
5.04KNew |
$1.15M - $1.32M
|
5.04K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5.03K+ 186.3% |
$1.15M - $1.32M
|
7.73K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
5K+ 5.32% |
$1.14M - $1.31M
|
99K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.99KNew |
$1.14M - $1.31M
|
4.99K
$1.56M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.96K+ 93.27% |
$1.13M - $1.3M
|
10.3K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4.94K+ 72.69% |
$1.13M - $1.3M
|
11.7K
$3.66M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.93KNew |
$1.13M - $1.29M
|
4.93K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.89K+ 4.84% |
$1.12M - $1.28M
|
106K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.89K+ 1409.22% |
$1.12M - $1.28M
|
5.24K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.86KNew |
$1.11M - $1.28M
|
4.86K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.85K+ 73.71% |
$1.11M - $1.27M
|
11.4K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.84K+ 3.58% |
$1.11M - $1.27M
|
140K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.82KNew |
$1.1M - $1.26M
|
4.82K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.79KNew |
$1.1M - $1.26M
|
4.79K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.79KNew |
$1.1M - $1.26M
|
4.79K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.77K+ 53.85% |
$1.09M - $1.25M
|
13.6K
$4.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
4.75K+ 5.89% |
$1.09M - $1.24M
|
85.3K
$26.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
4.72K+ 4.0% |
$1.08M - $1.24M
|
123K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.69KNew |
$1.07M - $1.23M
|
4.69K
$1.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
4.68K+ 3.85% |
$1.07M - $1.23M
|
126K
$39.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.65K+ 4.84% |
$1.06M - $1.22M
|
101K
$31.5M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.65KNew |
$1.06M - $1.22M
|
4.65K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.64K+ 96.89% |
$1.06M - $1.22M
|
9.43K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.64KNew |
$1.06M - $1.22M
|
4.64K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.62K+ 84.67% |
$1.06M - $1.21M
|
10.1K
$3.15M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.6KNew |
$1.05M - $1.21M
|
4.6K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.55KNew |
$1.04M - $1.19M
|
4.55K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.54K+ 10.5% |
$1.04M - $1.19M
|
47.8K
$14.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.53KNew |
$1.04M - $1.19M
|
4.53K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.51K+ 3.3% |
$1.03M - $1.18M
|
141K
$44.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.46K+ 6.05% |
$1.02M - $1.17M
|
78.2K
$24.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.44K+ 3.51% |
$1.01M - $1.16M
|
131K
$40.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
4.4K+ 17.64% |
$1.01M - $1.15M
|
29.3K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
4.34K+ 0.26% |
$994K - $1.14M
|
1.7M
$532M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.29K+ 10.94% |
$983K - $1.13M
|
43.6K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
4.28K+ 0.52% |
$979K - $1.12M
|
827K
$258M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.28KNew |
$978K - $1.12M
|
4.28K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.25K+ 18.07% |
$972K - $1.11M
|
27.8K
$8.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.23K+ 20.7% |
$969K - $1.11M
|
24.7K
$7.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.22K+ 3.06% |
$965K - $1.11M
|
142K
$44.4M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4.22KNew |
$965K - $1.11M
|
4.22K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.2KNew |
$960K - $1.1M
|
4.2K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.18K+ 38.18% |
$957K - $1.1M
|
15.1K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.15K+ 21.22% |
$949K - $1.09M
|
23.7K
$7.4M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.14KNew |
$946K - $1.09M
|
4.14K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.12K+ 1.23% |
$944K - $1.08M
|
339K
$106M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.09K+ 0.75% |
$935K - $1.07M
|
552K
$173M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.01K+ 15.18% |
$918K - $1.05M
|
30.4K
$9.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4KNew |
$916K - $1.05M
|
4K
$1.25M
|