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
|
Fagan Associates, Inc.
|
SELL
|
- |
-309- 0.82% |
$70.7K - $81.1K
|
37.3K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-310- 17.21% |
$70.9K - $81.3K
|
1.49K
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-310- 8.04% |
$70.9K - $81.3K
|
3.54K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-311- 11.44% |
$71.2K - $81.6K
|
2.41K
$858K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-313- 14.69% |
$71.6K - $82.1K
|
1.82K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-313- 0.53% |
$71.6K - $82.1K
|
59.2K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-315- 0.85% |
$72.1K - $82.6K
|
36.9K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-315- 0.91% |
$72.1K - $82.6K
|
34.3K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-316- 27.82% |
$72.3K - $82.9K
|
820
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-316- 1.07% |
$72.3K - $82.9K
|
29.2K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-317- 24.07% |
$72.5K - $83.2K
|
1K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-318- 26.46% |
$72.8K - $83.4K
|
884
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-322- 23.96% |
$73.7K - $84.5K
|
1.02K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-325- 0.46% |
$74.4K - $85.3K
|
70.1K
$25M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-326- 4.41% |
$74.6K - $85.5K
|
7.07K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-327- 6.73% |
$74.8K - $85.8K
|
4.53K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-328- 0.87% |
$75K - $86.1K
|
37.4K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-331- 1.11% |
$75.7K - $86.8K
|
29.6K
$10.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-332- 26.16% |
$76K - $87.1K
|
937
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-332- 9.48% |
$76K - $87.1K
|
3.17K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-340- 0.2% |
$77.8K - $89.2K
|
169K
$60.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-341- 83.99% |
$78K - $89.5K
|
65
$23.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-342- 1.88% |
$78.3K - $89.7K
|
17.8K
$6.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-342- 1.22% |
$78.3K - $89.7K
|
27.6K
$9.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-342- 12.26% |
$78.3K - $89.7K
|
2.45K
$873K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-344- 0.89% |
$78.7K - $90.3K
|
38.1K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-348- 0.49% |
$79.6K - $91.3K
|
70K
$25M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-349- 13.69% |
$79.9K - $91.6K
|
2.2K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-351- 1.31% |
$80.3K - $92.1K
|
26.4K
$9.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-352- 2.18% |
$80.5K - $92.4K
|
15.8K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-352- 10.78% |
$80.5K - $92.4K
|
2.91K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-353- 2.12% |
$80.8K - $92.6K
|
16.3K
$5.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-355- 2.02% |
$81.2K - $93.1K
|
17.2K
$6.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-356- 4.38% |
$81.5K - $93.4K
|
7.77K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-356- 15.59% |
$81.5K - $93.4K
|
1.93K
$688K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-357- 16.43% |
$81.7K - $93.7K
|
1.82K
$648K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-358- 33.84% |
$81.9K - $93.9K
|
700
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-359- 2.48% |
$82.1K - $94.2K
|
14.1K
$5.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-361- 21.07% |
$82.6K - $94.7K
|
1.35K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-363- 1.48% |
$83.1K - $95.2K
|
24.1K
$8.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-363- 1.71% |
$83.1K - $95.2K
|
20.8K
$7.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-364- 1.83% |
$83.3K - $95.5K
|
19.5K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-365- 10.21% |
$83.5K - $95.8K
|
3.21K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-367- 17.76% |
$84K - $96.3K
|
1.7K
$606K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-368- 1.25% |
$84.2K - $96.6K
|
29.1K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-368- 1.23% |
$84.2K - $96.6K
|
29.6K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-368- 1.54% |
$84.2K - $96.6K
|
23.5K
$8.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-368- 4.25% |
$84.2K - $96.6K
|
8.3K
$2.96M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-370- 12.87% |
$84.7K - $97.1K
|
2.51K
$894K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-370- 1.23% |
$84.7K - $97.1K
|
29.8K
$10.6M
|