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 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
27+ 0.04% |
$6.18K - $7.08K
|
75.6K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
26+ 1.49% |
$5.95K - $6.82K
|
1.78K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 1.02% |
$5.95K - $6.82K
|
2.58K
$897K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
25+ 0.59% |
$5.72K - $6.56K
|
4.29K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 0.15% |
$5.72K - $6.56K
|
16.9K
$5.87M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.25% |
$5.72K - $6.56K
|
10.2K
$3.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
24+ 0.06% |
$5.49K - $6.3K
|
42.7K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24+ 1.02% |
$5.49K - $6.3K
|
2.38K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24New |
$5.49K - $6.3K
|
24
$8.36K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
23+ 2.6% |
$5.26K - $6.03K
|
907
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
23+ 0.98% |
$5.26K - $6.03K
|
2.38K
$828K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
22+ 1.07% |
$5.03K - $5.77K
|
2.08K
$726K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
22+ 1.36% |
$5.03K - $5.77K
|
1.64K
$571K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
22+ 2.09% |
$5.03K - $5.77K
|
1.07K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
22+ 1.93% |
$5.03K - $5.77K
|
1.16K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
22+ 13.92% |
$5.03K - $5.77K
|
180
$62.7K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
22+ 0.19% |
$5.03K - $5.77K
|
11.4K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
22+ 0.43% |
$5.03K - $5.77K
|
5.17K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
21+ 1.56% |
$4.81K - $5.51K
|
1.37K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
21+ 1.16% |
$4.81K - $5.51K
|
1.84K
$641K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
21+ 1.0% |
$4.81K - $5.51K
|
2.12K
$740K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
21+ 0.19% |
$4.81K - $5.51K
|
11.2K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
21+ 2.36% |
$4.81K - $5.51K
|
910
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.96% |
$4.81K - $5.51K
|
2.2K
$766K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
20+ 1.14% |
$4.58K - $5.25K
|
1.78K
$619K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 2.4% |
$4.58K - $5.25K
|
855
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
20+ 0.65% |
$4.58K - $5.25K
|
3.08K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
20+ 1.03% |
$4.58K - $5.25K
|
1.95K
$681K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20+ 1.28% |
$4.58K - $5.25K
|
1.58K
$552K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 2.04% |
$4.58K - $5.25K
|
1K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
20+ 0.57% |
$4.58K - $5.25K
|
3.54K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
20+ 1.03% |
$4.58K - $5.25K
|
1.96K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
20+ 0.09% |
$4.58K - $5.25K
|
21.5K
$7.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 0.18% |
$4.35K - $4.99K
|
10.5K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
19+ 0.47% |
$4.35K - $4.99K
|
4.07K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19+ 0.07% |
$4.35K - $4.99K
|
25.9K
$9.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$4.35K - $4.99K
|
3.53K
$1.23M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19+ 0.2% |
$4.35K - $4.99K
|
9.66K
$3.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
18+ 0.34% |
$4.12K - $4.72K
|
5.33K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
17+ 1.34% |
$3.89K - $4.46K
|
1.28K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 0.45% |
$3.89K - $4.46K
|
3.81K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
17+ 3.04% |
$3.89K - $4.46K
|
577
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
17+ 0.39% |
$3.89K - $4.46K
|
4.33K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
16+ 0.03% |
$3.66K - $4.2K
|
48.7K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$3.66K - $4.2K
|
16
$5.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
16+ 0.1% |
$3.66K - $4.2K
|
16.4K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.18% |
$3.66K - $4.2K
|
8.74K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
16+ 0.57% |
$3.66K - $4.2K
|
2.81K
$981K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
15+ 1.45% |
$3.43K - $3.94K
|
1.05K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
15+ 0.07% |
$3.43K - $3.94K
|
20.4K
$7.12M
|