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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
149+ 0.37% |
$34.1K - $39.1K
|
40.9K
$14.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
148+ 7.21% |
$33.9K - $38.8K
|
2.2K
$770K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
148+ 3.56% |
$33.9K - $38.8K
|
4.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 4.61% |
$33.9K - $38.8K
|
3.36K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
147+ 0.9% |
$33.6K - $38.6K
|
16.5K
$5.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
146+ 1.75% |
$33.4K - $38.3K
|
8.49K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
146+ 2.35% |
$33.4K - $38.3K
|
6.35K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
146+ 0.93% |
$33.4K - $38.3K
|
15.8K
$5.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
145+ 3.4% |
$33.2K - $38K
|
4.4K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
145+ 4.08% |
$33.2K - $38K
|
3.7K
$1.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
143New |
$32.7K - $37.5K
|
143
$50K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
143+ 2.09% |
$32.7K - $37.5K
|
7K
$2.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
139+ 0.21% |
$31.8K - $36.5K
|
65.6K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
139+ 2.54% |
$31.8K - $36.5K
|
5.61K
$1.96M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
139+ 3.99% |
$31.8K - $36.5K
|
3.63K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
138+ 6.39% |
$31.6K - $36.2K
|
2.3K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
137+ 6.61% |
$31.3K - $35.9K
|
2.21K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
137+ 11.56% |
$31.3K - $35.9K
|
1.32K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
135+ 7.94% |
$30.9K - $35.4K
|
1.84K
$642K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.31% |
$30.9K - $35.4K
|
10.4K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
134+ 2.95% |
$30.7K - $35.2K
|
4.68K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
134+ 10.69% |
$30.7K - $35.2K
|
1.39K
$486K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 2.64% |
$30.2K - $34.6K
|
5.13K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
131+ 4.28% |
$30K - $34.4K
|
3.19K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
131+ 0.73% |
$30K - $34.4K
|
18.2K
$6.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
128+ 4.4% |
$29.3K - $33.6K
|
3.04K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
128New |
$29.3K - $33.6K
|
128
$44.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
128+ 11.13% |
$29.3K - $33.6K
|
1.28K
$447K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
127+ 0.44% |
$29.1K - $33.3K
|
29.1K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
127+ 4.67% |
$29.1K - $33.3K
|
2.85K
$997K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
125+ 9.28% |
$28.6K - $32.8K
|
1.47K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
125+ 18.85% |
$28.6K - $32.8K
|
788
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
123+ 0.43% |
$28.1K - $32.3K
|
28.6K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
123New |
$28.1K - $32.3K
|
123
$43K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
121+ 0.49% |
$27.7K - $31.7K
|
24.7K
$8.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 0.7% |
$27.5K - $31.5K
|
17.4K
$6.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
120+ 2.92% |
$27.5K - $31.5K
|
4.23K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
120+ 0.93% |
$27.5K - $31.5K
|
13K
$4.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
119+ 0.12% |
$27.2K - $31.2K
|
97.1K
$34M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
119+ 0.38% |
$27.2K - $31.2K
|
31.2K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
119+ 2.14% |
$27.2K - $31.2K
|
5.67K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
119+ 2.31% |
$27.2K - $31.2K
|
5.27K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 7.12% |
$26.8K - $30.7K
|
1.76K
$616K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
116+ 2.18% |
$26.5K - $30.4K
|
5.44K
$1.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
115+ 9.66% |
$26.3K - $30.2K
|
1.31K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
115+ 4.38% |
$26.3K - $30.2K
|
2.74K
$959K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
115+ 1.73% |
$26.3K - $30.2K
|
6.76K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
115+ 5.45% |
$26.3K - $30.2K
|
2.23K
$779K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
114+ 1.21% |
$26.1K - $29.9K
|
9.51K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
114+ 5.14% |
$26.1K - $29.9K
|
2.33K
$816K
|