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
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.53K+ 2.13% |
$350K - $401K
|
73.3K
$25.3M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.53KNew |
$349K - $400K
|
1.53K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.52K+ 4.03% |
$347K - $398K
|
39.1K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.51KNew |
$346K - $396K
|
1.51K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.51K+ 63.91% |
$345K - $396K
|
3.87K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.51K+ 5.89% |
$345K - $396K
|
27.1K
$9.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.51KNew |
$345K - $395K
|
1.51K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.5K+ 3.88% |
$344K - $394K
|
40.2K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
1.5K+ 2.63% |
$343K - $394K
|
58.5K
$20.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$343K - $394K
|
1.5K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 4.09% |
$343K - $393K
|
38.1K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 7.56% |
$343K - $393K
|
21.3K
$7.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.49K+ 0.68% |
$341K - $391K
|
222K
$76.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$339K - $389K
|
1.48K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.48K+ 2.31% |
$339K - $389K
|
65.6K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.48K+ 27.27% |
$339K - $388K
|
6.91K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.48K+ 8.21% |
$338K - $388K
|
19.5K
$6.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.48K+ 13.35% |
$338K - $387K
|
12.5K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
1.47K+ 3.65% |
$337K - $386K
|
41.8K
$14.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.47K+ 82.89% |
$336K - $385K
|
3.24K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.47K+ 4.66% |
$336K - $385K
|
32.9K
$11.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$332K - $381K
|
1.45K
$502K
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
BUY
|
- |
1.45K+ 16.4% |
$332K - $380K
|
10.3K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.44K+ 6.78% |
$329K - $378K
|
22.7K
$7.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 13.9% |
$329K - $377K
|
11.8K
$4.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.42K+ 8.9% |
$325K - $373K
|
17.4K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.41K+ 17.59% |
$323K - $370K
|
9.44K
$3.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.41K+ 0.81% |
$321K - $369K
|
176K
$60.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
1.41KNew |
$321K - $369K
|
1.41K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.39KNew |
$318K - $364K
|
1.39K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.39K+ 20.84% |
$317K - $364K
|
8.04K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.38KNew |
$316K - $362K
|
1.38K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.38KNew |
$316K - $362K
|
1.38K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.38K+ 0.82% |
$315K - $361K
|
169K
$58.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.38K+ 6.92% |
$315K - $361K
|
21.3K
$7.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.37K+ 36.48% |
$314K - $361K
|
5.14K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
1.37K+ 116.81% |
$313K - $359K
|
2.54K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 81.15% |
$312K - $358K
|
3.05K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 6.0% |
$312K - $358K
|
24.1K
$8.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.35K+ 10.19% |
$308K - $353K
|
14.6K
$5.03M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.35KNew |
$308K - $353K
|
1.35K
$465K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.34K+ 1.51% |
$307K - $352K
|
90.1K
$31.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.34K+ 11.31% |
$306K - $351K
|
13.2K
$4.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.34KNew |
$306K - $351K
|
1.34K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 14.32% |
$306K - $351K
|
10.7K
$3.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.33K+ 1.0% |
$304K - $349K
|
134K
$46.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.33K+ 3.18% |
$303K - $348K
|
43K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.32KNew |
$301K - $345K
|
1.32K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.32K+ 21.98% |
$301K - $345K
|
7.3K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.31K+ 9.05% |
$301K - $345K
|
15.8K
$5.48M
|