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 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-898- 1.79% |
$205K - $236K
|
49.3K
$17.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 12.86% |
$206K - $236K
|
6.1K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-910- 2.9% |
$208K - $239K
|
30.5K
$10.9M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-916- 16.75% |
$210K - $240K
|
4.55K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 0.75% |
$210K - $241K
|
122K
$43.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-919- 0.72% |
$210K - $241K
|
127K
$45.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-923- 3.68% |
$211K - $242K
|
24.2K
$8.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-924- 5.8% |
$211K - $242K
|
15K
$5.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-938- 7.9% |
$215K - $246K
|
10.9K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-940- 4.17% |
$215K - $247K
|
21.6K
$7.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-942- 1.25% |
$216K - $247K
|
74.6K
$26.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-943- 3.15% |
$216K - $247K
|
29K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-948- 0.57% |
$217K - $249K
|
165K
$59M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-953- 3.62% |
$218K - $250K
|
25.4K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-953- 22.75% |
$218K - $250K
|
3.24K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-954- 1.64% |
$218K - $250K
|
57.3K
$20.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-956- 16.84% |
$219K - $251K
|
4.72K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-956- 9.8% |
$219K - $251K
|
8.8K
$3.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-957- 2.69% |
$219K - $251K
|
34.7K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-958- 26.01% |
$219K - $251K
|
2.73K
$972K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-959- 14.67% |
$219K - $252K
|
5.58K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-972- 6.57% |
$222K - $255K
|
13.8K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-972- 21.51% |
$222K - $255K
|
3.55K
$1.26M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-981- 0.81% |
$224K - $257K
|
120K
$42.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-992- 2.4% |
$227K - $260K
|
40.4K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-999- 43.62% |
$229K - $262K
|
1.29K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 1.53% |
$229K - $262K
|
64.3K
$22.9M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.02K- 24.54% |
$233K - $267K
|
3.13K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.03K- 26.08% |
$235K - $270K
|
2.92K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.03K- 2.2% |
$236K - $270K
|
45.8K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.03K- 8.32% |
$236K - $271K
|
11.4K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.05K- 56.71% |
$240K - $275K
|
800
$285K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.05K- 17.33% |
$240K - $276K
|
5.01K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.05K- 0.99% |
$241K - $276K
|
106K
$37.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.07K- 2.66% |
$244K - $279K
|
39K
$13.9M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.07K- 0.06% |
$244K - $280K
|
1.81M
$645M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.07K- 8.83% |
$245K - $281K
|
11K
$3.94M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.07K- 1.89% |
$246K - $282K
|
55.6K
$19.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.08K- 5.3% |
$246K - $282K
|
19.2K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-1.08K- 0.69% |
$246K - $282K
|
155K
$55.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.08K- 3.2% |
$247K - $283K
|
32.6K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.08K- 3.93% |
$248K - $284K
|
26.5K
$9.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.11K- 23.79% |
$253K - $290K
|
3.55K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-1.11K- 18.42% |
$254K - $292K
|
4.92K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.12K- 18.49% |
$255K - $293K
|
4.91K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.13K- 2.27% |
$257K - $295K
|
48.5K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 2.05% |
$259K - $298K
|
54.2K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.15K- 2.48% |
$262K - $300K
|
45K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.15K- 8.84% |
$262K - $300K
|
11.8K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 5.07% |
$268K - $307K
|
21.9K
$7.82M
|