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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
4+ 0.13% |
$915 - $1.05K
|
2.99K
$1.03M
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$915 - $1.05K
|
6.88K
$2.38M
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.32% |
$915 - $1.05K
|
1.25K
$430K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$915 - $1.05K
|
5.96K
$2.06M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.17% |
$915 - $1.05K
|
2.36K
$813K
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.35% |
$915 - $1.05K
|
1.14K
$392K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.1% |
$686 - $787
|
2.88K
$993K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3+ 0.14% |
$686 - $787
|
2.08K
$717K
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
3+ 0.07% |
$686 - $787
|
4.06K
$1.4M
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.18% |
$686 - $787
|
1.68K
$581K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3+ 0.09% |
$686 - $787
|
3.5K
$1.21M
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3+ 0.32% |
$686 - $787
|
929
$321K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.03% |
$686 - $787
|
11.9K
$4.11M
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3+ 0.26% |
$686 - $787
|
1.17K
$405K
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.09% |
$686 - $787
|
3.49K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$686 - $787
|
3
$1.04K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.03% |
$458 - $525
|
5.81K
$2.01M
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2+ 0.01% |
$458 - $525
|
13.6K
$4.71M
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.14% |
$458 - $525
|
1.45K
$499K
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2+ 0.02% |
$458 - $525
|
9.71K
$3.35M
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.16% |
$458 - $525
|
1.27K
$438K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.15% |
$458 - $525
|
1.32K
$455K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.06% |
$458 - $525
|
3.25K
$1.12M
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.17% |
$458 - $525
|
1.18K
$408K
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.07% |
$458 - $525
|
2.92K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.37% |
$458 - $525
|
549
$189K
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.16% |
$458 - $525
|
1.22K
$419K
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.29% |
$458 - $525
|
687
$237K
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
2+ 0.23% |
$458 - $525
|
883
$305K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$458 - $525
|
1.97K
$679K
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.77K
$611K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$229 - $262
|
925
$319K
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$229 - $262
|
10K
$3.45M
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.11% |
$229 - $262
|
921
$318K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$229 - $262
|
5.19K
$1.79M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.12% |
$229 - $262
|
848
$293K
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$229 - $262
|
2.59K
$894K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.1% |
$229 - $262
|
1.03K
$354K
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.63K
$562K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$229 - $262
|
5.05K
$1.74M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$229 - $262
|
363
$125K
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.62K
$559K
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$229 - $262
|
1.38K
$475K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$229 - $262
|
931
$321K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.89K
$1.34M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$229 - $262
|
1.85K
$637K
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.24K
$1.12M
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.18% |
$229 - $262
|
546
$188K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.68% |
$229 - $262
|
147
$50.7K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.05% |
$229 - $262
|
1.95K
$674K
|