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 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.97K+ 33.45% |
$908K - $1.04M
|
15.8K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.95K+ 0.21% |
$904K - $1.04M
|
1.85M
$582M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.95KNew |
$903K - $1.04M
|
3.95K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.94KNew |
$901K - $1.03M
|
3.94K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.92K+ 167.25% |
$897K - $1.03M
|
6.27K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.9K+ 73.14% |
$893K - $1.02M
|
9.24K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.89K+ 104.49% |
$890K - $1.02M
|
7.61K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.89K+ 8.84% |
$890K - $1.02M
|
47.9K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.89K+ 24.21% |
$890K - $1.02M
|
19.9K
$6.26M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.85KNew |
$881K - $1.01M
|
3.85K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.85K+ 11.75% |
$881K - $1.01M
|
36.6K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
3.84K+ 0.21% |
$879K - $1.01M
|
1.85M
$582M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
3.84K+ 0.69% |
$878K - $1.01M
|
559K
$175M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3.83K+ 26.48% |
$876K - $1M
|
18.3K
$5.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.79K+ 0.41% |
$867K - $994K
|
918K
$288M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.79K+ 0.62% |
$867K - $994K
|
610K
$191M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.78K+ 1.13% |
$864K - $991K
|
337K
$106M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.74KNew |
$857K - $982K
|
3.74K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.74K+ 1.01% |
$856K - $981K
|
373K
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.74K+ 2.03% |
$855K - $980K
|
188K
$59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.71K+ 6.47% |
$850K - $974K
|
61.1K
$19.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.7K+ 22.76% |
$847K - $971K
|
20K
$6.26M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.68KNew |
$842K - $965K
|
3.68K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.65KNew |
$836K - $958K
|
3.65K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 11.11% |
$836K - $958K
|
36.5K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.65K+ 12.86% |
$836K - $958K
|
32.1K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.65K+ 2.78% |
$834K - $957K
|
135K
$42.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.61K+ 50.26% |
$826K - $948K
|
10.8K
$3.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
3.6K+ 6.06% |
$824K - $945K
|
63.1K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.6K+ 41.25% |
$824K - $945K
|
12.3K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.6K+ 5.72% |
$824K - $945K
|
66.5K
$20.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.59K+ 3.18% |
$821K - $941K
|
116K
$36.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.58K+ 11.38% |
$819K - $940K
|
35K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.57K+ 5.4% |
$817K - $937K
|
69.7K
$21.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.54K+ 28.67% |
$810K - $929K
|
15.9K
$4.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.53KNew |
$807K - $926K
|
3.53K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.52K+ 29.61% |
$805K - $924K
|
15.4K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49K+ 2.9% |
$799K - $916K
|
124K
$38.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
3.44K+ 9.03% |
$786K - $901K
|
41.5K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.42K+ 2.5% |
$783K - $897K
|
140K
$44M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.4K+ 1.5% |
$777K - $891K
|
230K
$72.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.39K+ 0.65% |
$777K - $891K
|
523K
$164M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.39K+ 0.42% |
$775K - $889K
|
808K
$254M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.39K+ 10.0% |
$775K - $888K
|
37.2K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.38K+ 4.05% |
$772K - $886K
|
86.7K
$27.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
3.37K+ 1.95% |
$770K - $883K
|
176K
$55.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.36K+ 7.84% |
$769K - $882K
|
46.3K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.36KNew |
$768K - $881K
|
3.36K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
3.35KNew |
$767K - $879K
|
3.35K
$1.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.34K+ 12.94% |
$764K - $877K
|
29.2K
$9.15M
|