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 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-49- 0.21% |
$11.2K - $12.9K
|
22.9K
$8.21M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-49- 0.73% |
$11.2K - $12.9K
|
6.64K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-50- 2.22% |
$11.4K - $13.1K
|
2.2K
$789K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.47% |
$11.4K - $13.1K
|
3.35K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-50- 5.27% |
$11.4K - $13.1K
|
898
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.2% |
$11.4K - $13.1K
|
25.5K
$9.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-50- 0.64% |
$11.4K - $13.1K
|
7.77K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-50- 3.32% |
$11.4K - $13.1K
|
1.46K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.24% |
$11.4K - $13.1K
|
4K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 1.72% |
$11.4K - $13.1K
|
2.86K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-50- 71.43% |
$11.4K - $13.1K
|
20
$7.18K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.24% |
$11.4K - $13.1K
|
4K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-51- 0.92% |
$11.7K - $13.4K
|
5.51K
$1.98M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-51- 0.63% |
$11.7K - $13.4K
|
8.09K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$11.9K - $13.6K
|
19.7K
$7.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-52- 3.89% |
$11.9K - $13.6K
|
1.29K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-52- 0.25% |
$11.9K - $13.6K
|
21.2K
$7.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-52- 4.02% |
$11.9K - $13.6K
|
1.24K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-52- 0.54% |
$11.9K - $13.6K
|
9.51K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-53- 0.16% |
$12.1K - $13.9K
|
34.1K
$12.2M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-53- 1.34% |
$12.1K - $13.9K
|
3.9K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-55- 0.05% |
$12.6K - $14.4K
|
104K
$37.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-55- 1.16% |
$12.6K - $14.4K
|
4.67K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-55- 0.63% |
$12.6K - $14.4K
|
8.61K
$3.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-56- 1.04% |
$12.8K - $14.7K
|
5.35K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-56- 0.77% |
$12.8K - $14.7K
|
7.25K
$2.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-57- 0.37% |
$13K - $15K
|
15.2K
$5.46M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-57- 4.44% |
$13K - $15K
|
1.23K
$441K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-58- 0.4% |
$13.3K - $15.2K
|
14.5K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-58- 0.77% |
$13.3K - $15.2K
|
7.45K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58- 0.58% |
$13.3K - $15.2K
|
10K
$3.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-59- 3.1% |
$13.5K - $15.5K
|
1.84K
$661K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-59- 2.07% |
$13.5K - $15.5K
|
2.79K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-59- 0.63% |
$13.5K - $15.5K
|
9.37K
$3.36M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-59- 1.45% |
$13.5K - $15.5K
|
4.02K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.34% |
$13.7K - $15.7K
|
4.43K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-60- 1.34% |
$13.7K - $15.7K
|
4.42K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-60- 6.68% |
$13.7K - $15.7K
|
838
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-60- 6.35% |
$13.7K - $15.7K
|
885
$318K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 2.71% |
$13.7K - $15.7K
|
2.16K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-62- 3.47% |
$14.2K - $16.3K
|
1.72K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-63- 1.34% |
$14.4K - $16.5K
|
4.62K
$1.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-64- 22.46% |
$14.6K - $16.8K
|
221
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-64- 0.48% |
$14.6K - $16.8K
|
13.3K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-65- 1.68% |
$14.9K - $17.1K
|
3.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-65- 6.18% |
$14.9K - $17.1K
|
986
$354K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-66- 1.62% |
$15.1K - $17.3K
|
4K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-67- 4.05% |
$15.3K - $17.6K
|
1.59K
$570K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-67- 2.64% |
$15.3K - $17.6K
|
2.47K
$888K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.58% |
$15.3K - $17.6K
|
1.8K
$647K
|