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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
482+ 14.37% |
$110K - $126K
|
3.84K
$1.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
481+ 6.75% |
$110K - $126K
|
7.61K
$2.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
480+ 34.99% |
$110K - $126K
|
1.85K
$648K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
478+ 1.3% |
$109K - $125K
|
37.2K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
478+ 11.61% |
$109K - $125K
|
4.6K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
476+ 6.39% |
$109K - $125K
|
7.93K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
475+ 5.19% |
$109K - $125K
|
9.62K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
474+ 20.28% |
$108K - $124K
|
2.81K
$983K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
471+ 1.91% |
$108K - $124K
|
25.1K
$8.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
468+ 1.18% |
$107K - $123K
|
40.2K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
462+ 17.12% |
$106K - $121K
|
3.16K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
459+ 4.84% |
$105K - $120K
|
9.94K
$3.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
452+ 4.42% |
$103K - $119K
|
10.7K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
451+ 14.34% |
$103K - $118K
|
3.6K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
450+ 2.17% |
$103K - $118K
|
21.2K
$7.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
445+ 10.66% |
$102K - $117K
|
4.62K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
445+ 5.93% |
$102K - $117K
|
7.95K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
445+ 0.55% |
$102K - $117K
|
81.4K
$28.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
444+ 6.82% |
$102K - $116K
|
6.95K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
444+ 3.66% |
$102K - $116K
|
12.6K
$4.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
438+ 3.15% |
$100K - $115K
|
14.4K
$5.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
437+ 39.09% |
$100K - $115K
|
1.56K
$544K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
435+ 0.99% |
$99.5K - $114K
|
44.6K
$15.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
432+ 1.4% |
$98.8K - $113K
|
31.2K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
432New |
$98.8K - $113K
|
432
$151K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
427+ 1.86% |
$97.7K - $112K
|
23.4K
$8.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
427+ 9.36% |
$97.7K - $112K
|
4.99K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
427+ 1.61% |
$97.7K - $112K
|
26.9K
$9.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
423+ 4.1% |
$96.8K - $111K
|
10.7K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
422+ 0.61% |
$96.6K - $111K
|
70K
$24.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
417+ 32.78% |
$95.4K - $109K
|
1.69K
$591K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
415+ 3.2% |
$95K - $109K
|
13.4K
$4.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
415+ 5.67% |
$95K - $109K
|
7.74K
$2.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
414+ 7.28% |
$94.7K - $109K
|
6.1K
$2.14M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
414New |
$94.7K - $109K
|
414
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
410+ 18.02% |
$93.8K - $108K
|
2.69K
$939K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
408+ 7.84% |
$93.4K - $107K
|
5.61K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
408+ 15.73% |
$93.4K - $107K
|
3K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 1.98% |
$93.1K - $107K
|
20.9K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
407+ 2.34% |
$93.1K - $107K
|
17.8K
$6.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
406+ 0.38% |
$92.9K - $107K
|
107K
$37.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
406+ 9.32% |
$92.9K - $107K
|
4.76K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
404+ 2.5% |
$92.4K - $106K
|
16.6K
$5.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
404+ 1.91% |
$92.4K - $106K
|
21.6K
$7.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
403+ 0.68% |
$92.2K - $106K
|
59.7K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
402+ 0.84% |
$92K - $105K
|
48.2K
$16.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
401+ 6.24% |
$91.8K - $105K
|
6.83K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
401+ 3.78% |
$91.8K - $105K
|
11K
$3.85M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
401+ 6.24% |
$91.8K - $105K
|
6.83K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
400+ 2.24% |
$91.5K - $105K
|
18.2K
$6.38M
|