Purchases and Sales Made in Q1 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 6.66% |
$676K - $761K
|
42K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.56KNew |
$660K - $742K
|
2.56K
$891K
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
2.55K+ 4.81% |
$658K - $741K
|
55.6K
$19.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
2.55K+ 2.41% |
$658K - $740K
|
108K
$37.7M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.55K+ 83.52% |
$657K - $739K
|
5.59K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.54K+ 0.67% |
$656K - $738K
|
380K
$132M
|
|
|
May 15, 2024
Q1 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
2.54K+ 122.69% |
$656K - $738K
|
4.61K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.54K+ 5.16% |
$654K - $737K
|
51.7K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.53K+ 4.34% |
$654K - $736K
|
60.9K
$21.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.53K+ 36.59% |
$652K - $734K
|
9.43K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.5KNew |
$644K - $725K
|
2.5K
$870K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.48K+ 2.75% |
$639K - $719K
|
92.5K
$32.2M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.46K+ 3.98% |
$634K - $714K
|
64.2K
$22.4M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.45K+ 21.35% |
$632K - $712K
|
13.9K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.44KNew |
$628K - $707K
|
2.44K
$849K
|
|
|
May 15, 2024
Q1 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
2.42K+ 6.83% |
$624K - $703K
|
37.8K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.42K+ 69.97% |
$624K - $702K
|
5.87K
$2.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.39K+ 3.76% |
$616K - $693K
|
65.9K
$23M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.37K+ 20.32% |
$612K - $689K
|
14.1K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.37K+ 16.54% |
$612K - $689K
|
16.7K
$5.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.37KNew |
$611K - $688K
|
2.37K
$826K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.37K+ 66.68% |
$610K - $687K
|
5.91K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.35K+ 6.58% |
$607K - $683K
|
38.1K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.35K+ 13.21% |
$607K - $683K
|
20.2K
$7.02M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 73.1% |
$604K - $680K
|
5.55K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.33K+ 12.95% |
$601K - $676K
|
20.3K
$7.08M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.32KNew |
$598K - $673K
|
2.32K
$808K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.32K+ 27.54% |
$597K - $672K
|
10.7K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 2.1% |
$590K - $664K
|
111K
$38.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.27K+ 22.32% |
$586K - $660K
|
12.5K
$4.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.25KNew |
$581K - $654K
|
2.25K
$786K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.25K+ 13.51% |
$581K - $654K
|
18.9K
$6.59M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.25K+ 74.75% |
$580K - $653K
|
5.26K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
2.24KNew |
$578K - $651K
|
2.24K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
2.24KNew |
$577K - $650K
|
2.24K
$780K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23K+ 0.65% |
$576K - $648K
|
347K
$121M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21K+ 1.9% |
$570K - $641K
|
119K
$41.4M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 11.11% |
$568K - $640K
|
22K
$7.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.2K+ 7.4% |
$567K - $639K
|
31.9K
$11.1M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.19K+ 11.06% |
$566K - $637K
|
22K
$7.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
2.18K+ 11.53% |
$562K - $632K
|
21.1K
$7.34M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.15K+ 0.48% |
$555K - $625K
|
454K
$158M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.15K+ 134.38% |
$555K - $624K
|
3.75K
$1.31M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.14K+ 6.11% |
$552K - $622K
|
37.2K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.14K+ 5.89% |
$552K - $621K
|
38.4K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
2.14K+ 2.56% |
$552K - $621K
|
85.7K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.14KNew |
$551K - $621K
|
2.14K
$745K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.13K+ 32.28% |
$550K - $619K
|
8.74K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 6.24% |
$547K - $616K
|
36.1K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 4.29% |
$545K - $613K
|
51.3K
$17.9M
|