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
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-163- 3.25% |
$37.3K - $42.8K
|
4.85K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-166- 0.98% |
$38K - $43.6K
|
16.8K
$5.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-168- 2.11% |
$38.4K - $44.1K
|
7.79K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-169- 17.35% |
$38.7K - $44.3K
|
805
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-170- 2.66% |
$38.9K - $44.6K
|
6.22K
$2.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-170- 3.64% |
$38.9K - $44.6K
|
4.51K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-170- 4.94% |
$38.9K - $44.6K
|
3.27K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-170- 4.42% |
$38.9K - $44.6K
|
3.68K
$1.28M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-170- 17.35% |
$38.9K - $44.6K
|
810
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-173- 3.48% |
$39.6K - $45.4K
|
4.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-173- 2.06% |
$39.6K - $45.4K
|
8.22K
$2.87M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-174- 0.52% |
$39.8K - $45.7K
|
33.6K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-174- 1.81% |
$39.8K - $45.7K
|
9.42K
$3.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-175- 0.51% |
$40K - $45.9K
|
33.9K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-175- 2.72% |
$40K - $45.9K
|
6.26K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-175- 1.84% |
$40K - $45.9K
|
9.33K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-175- 3.63% |
$40K - $45.9K
|
4.65K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-178- 0.29% |
$40.7K - $46.7K
|
61.8K
$21.5M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-179- 2.74% |
$41K - $47K
|
6.36K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-180- 0.56% |
$41.2K - $47.2K
|
31.9K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-182- 8.9% |
$41.6K - $47.8K
|
1.86K
$649K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-184- 1.48% |
$42.1K - $48.3K
|
12.2K
$4.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-185- 3.26% |
$42.3K - $48.5K
|
5.49K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-185- 0.23% |
$42.3K - $48.5K
|
80.8K
$28.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-189- 3.64% |
$43.2K - $49.6K
|
5.01K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-189- 5.08% |
$43.2K - $49.6K
|
3.53K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-192- 9.9% |
$43.9K - $50.4K
|
1.75K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-193- 8.93% |
$44.2K - $50.6K
|
1.97K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-195- 8.88% |
$44.6K - $51.2K
|
2K
$697K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-196- 1.45% |
$44.8K - $51.4K
|
13.3K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-196- 3.05% |
$44.8K - $51.4K
|
6.23K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-197- 5.64% |
$45.1K - $51.7K
|
3.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-197- 1.01% |
$45.1K - $51.7K
|
19.3K
$6.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-198- 1.32% |
$45.3K - $52K
|
14.8K
$5.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-198- 4.63% |
$45.3K - $52K
|
4.08K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-198- 0.63% |
$45.3K - $52K
|
31.4K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-199- 9.14% |
$45.5K - $52.2K
|
1.98K
$690K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-200- 15.94% |
$45.8K - $52.5K
|
1.06K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-200- 3.38% |
$45.8K - $52.5K
|
5.71K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 0.41% |
$45.8K - $52.5K
|
48.3K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-200- 20.49% |
$45.8K - $52.5K
|
776
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-200- 0.31% |
$45.8K - $52.5K
|
63.4K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-200- 3.43% |
$45.8K - $52.5K
|
5.63K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 12.84% |
$45.8K - $52.5K
|
1.36K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 3.61% |
$45.8K - $52.5K
|
5.33K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-201- 5.7% |
$46K - $52.7K
|
3.33K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-201- 1.74% |
$46K - $52.7K
|
11.4K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-202- 1.04% |
$46.2K - $53K
|
19.2K
$6.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-203- 2.65% |
$46.4K - $53.3K
|
7.46K
$2.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-204- 0.66% |
$46.7K - $53.5K
|
30.8K
$10.7M
|