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
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
859New |
$197K - $225K
|
859
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
858New |
$196K - $225K
|
858
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
856New |
$196K - $225K
|
856
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
854New |
$195K - $224K
|
854
$295K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
854New |
$195K - $224K
|
854
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
851+ 7.56% |
$195K - $223K
|
12.1K
$4.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
850New |
$194K - $223K
|
850
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
850+ 19.19% |
$194K - $223K
|
5.28K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
847New |
$194K - $222K
|
847
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
847+ 26.77% |
$194K - $222K
|
4.01K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
845+ 11.87% |
$193K - $222K
|
7.96K
$2.75M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
843+ 4.95% |
$193K - $221K
|
17.9K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
839+ 0.62% |
$192K - $220K
|
135K
$46.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
834+ 56.93% |
$191K - $219K
|
2.3K
$793K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
834New |
$191K - $219K
|
834
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
834New |
$191K - $219K
|
834
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
832+ 38.48% |
$190K - $218K
|
2.99K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
831New |
$190K - $218K
|
831
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
830+ 43.01% |
$190K - $218K
|
2.76K
$953K
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
830+ 17.23% |
$190K - $218K
|
5.65K
$1.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
BUY
|
- |
829New |
$190K - $218K
|
829
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
828New |
$189K - $217K
|
828
$286K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
827New |
$189K - $217K
|
827
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
824New |
$189K - $216K
|
824
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
821New |
$188K - $215K
|
821
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
821+ 6.87% |
$188K - $215K
|
12.8K
$4.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
819+ 13.29% |
$187K - $215K
|
6.98K
$2.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
818New |
$187K - $215K
|
818
$282K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
817New |
$187K - $214K
|
817
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
814New |
$186K - $214K
|
814
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
811New |
$186K - $213K
|
811
$280K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
810+ 5.98% |
$185K - $213K
|
14.3K
$4.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
810+ 20.41% |
$185K - $213K
|
4.78K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
810New |
$185K - $213K
|
810
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
809New |
$185K - $212K
|
809
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
808+ 84.96% |
$185K - $212K
|
1.76K
$607K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
804New |
$184K - $211K
|
804
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
804New |
$184K - $211K
|
804
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
803+ 6.51% |
$184K - $211K
|
13.1K
$4.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
803+ 5.02% |
$184K - $211K
|
16.8K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
803New |
$184K - $211K
|
803
$277K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
802New |
$184K - $210K
|
802
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
801New |
$183K - $210K
|
801
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
801New |
$183K - $210K
|
801
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
800New |
$183K - $210K
|
800
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
800New |
$183K - $210K
|
800
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
800New |
$183K - $210K
|
800
$276K
|
|
|
Aug 06, 2024
Q4 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
800New |
$183K - $210K
|
800
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
797New |
$182K - $209K
|
797
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
796+ 4.82% |
$182K - $209K
|
17.3K
$5.98M
|