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 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-237- 4.26% |
$54.2K - $62.2K
|
5.33K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-238- 0.65% |
$54.5K - $62.4K
|
36.2K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-238- 2.24% |
$54.5K - $62.4K
|
10.4K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-241- 4.82% |
$55.1K - $63.2K
|
4.75K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-243- 9.05% |
$55.6K - $63.8K
|
2.44K
$871K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-243- 6.13% |
$55.6K - $63.8K
|
3.72K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-244- 0.12% |
$55.8K - $64K
|
207K
$73.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-245- 2.86% |
$56.1K - $64.3K
|
8.31K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-245- 1.16% |
$56.1K - $64.3K
|
20.9K
$7.44M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-247- 0.69% |
$56.5K - $64.8K
|
35.6K
$12.7M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-247- 0.69% |
$56.5K - $64.8K
|
35.6K
$12.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-250- 19.32% |
$57.2K - $65.6K
|
1.04K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-250- 0.11% |
$57.2K - $65.6K
|
231K
$82.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-251- 4.77% |
$57.4K - $65.9K
|
5.01K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-253- 0.5% |
$57.9K - $66.4K
|
50.7K
$18.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-254- 3.32% |
$58.1K - $66.6K
|
7.4K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-254- 10.57% |
$58.1K - $66.6K
|
2.15K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-255- 1.88% |
$58.3K - $66.9K
|
13.3K
$4.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-256- 3.22% |
$58.6K - $67.2K
|
7.7K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-256- 0.44% |
$58.6K - $67.2K
|
57.5K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-258- 16.03% |
$59K - $67.7K
|
1.35K
$482K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-261- 2.66% |
$59.7K - $68.5K
|
9.55K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-261- 0.51% |
$59.7K - $68.5K
|
50.5K
$18M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-261- 12.87% |
$59.7K - $68.5K
|
1.77K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-265- 2.09% |
$60.6K - $69.5K
|
12.4K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-265- 17.64% |
$60.6K - $69.5K
|
1.24K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-266- 41.05% |
$60.9K - $69.8K
|
382
$136K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-268- 6.82% |
$61.3K - $70.3K
|
3.66K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-269- 6.78% |
$61.5K - $70.6K
|
3.7K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-271- 6.21% |
$62K - $71.1K
|
4.09K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-271- 12.99% |
$62K - $71.1K
|
1.82K
$647K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-273- 1.37% |
$62.5K - $71.6K
|
19.6K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-274- 3.3% |
$62.7K - $71.9K
|
8.04K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-275- 1.64% |
$62.9K - $72.2K
|
16.5K
$5.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-278- 95.53% |
$63.6K - $72.9K
|
13
$4.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-280- 5.86% |
$64.1K - $73.5K
|
4.5K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-282- 0.4% |
$64.5K - $74K
|
70.9K
$25.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-283- 1.27% |
$64.8K - $74.3K
|
22.1K
$7.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-288- 11.84% |
$65.9K - $75.6K
|
2.15K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-288- 6.07% |
$65.9K - $75.6K
|
4.46K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-288- 5.53% |
$65.9K - $75.6K
|
4.92K
$1.76M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-290- 17.68% |
$66.4K - $76.1K
|
1.35K
$481K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-296- 5.08% |
$67.7K - $77.7K
|
5.53K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-297- 12.71% |
$68K - $77.9K
|
2.04K
$728K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-297- 2.07% |
$68K - $77.9K
|
14K
$5.01M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-300- 0.71% |
$68.6K - $78.7K
|
42.2K
$15M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-302- 4.42% |
$69.1K - $79.2K
|
6.53K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-302- 1.74% |
$69.1K - $79.2K
|
17K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-304- 0.4% |
$69.6K - $79.8K
|
75.9K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-308- 1.23% |
$70.5K - $80.8K
|
24.8K
$8.84M
|