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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.45K+ 2.15% |
$373K - $420K
|
68.7K
$24M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.44K+ 13.9% |
$373K - $419K
|
11.8K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.44K+ 2.81% |
$371K - $417K
|
52.6K
$18.3M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
1.44KNew |
$370K - $417K
|
1.44K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.43K+ 10.17% |
$368K - $414K
|
15.5K
$5.39M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$367K - $413K
|
1.42K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.42K+ 3.46% |
$366K - $411K
|
42.4K
$14.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.41K+ 5.29% |
$363K - $409K
|
28.1K
$9.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.41K+ 14.92% |
$363K - $409K
|
10.8K
$3.78M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.4KNew |
$362K - $408K
|
1.4K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.4K+ 2.14% |
$362K - $407K
|
67K
$23.4M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.4KNew |
$362K - $407K
|
1.4K
$489K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.39K+ 3.46% |
$359K - $404K
|
41.6K
$14.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.39K+ 63.18% |
$359K - $404K
|
3.59K
$1.25M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 7.12% |
$356K - $401K
|
20.8K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 22.59% |
$356K - $400K
|
7.48K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.37K+ 14.27% |
$354K - $399K
|
11K
$3.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.37KNew |
$354K - $398K
|
1.37K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.37K+ 15.87% |
$353K - $397K
|
9.98K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.36K+ 5.97% |
$350K - $393K
|
24.1K
$8.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 0.82% |
$349K - $393K
|
165K
$57.6M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.35K+ 2.62% |
$349K - $392K
|
52.9K
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.35K+ 4.09% |
$347K - $391K
|
34.2K
$11.9M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.35K+ 3.61% |
$347K - $391K
|
38.6K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.34K+ 62.83% |
$345K - $389K
|
3.47K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.34K+ 2.06% |
$345K - $388K
|
66.3K
$23.1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.34K+ 17.9% |
$344K - $388K
|
8.79K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.33K+ 0.06% |
$344K - $387K
|
2.19M
$762M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 43.11% |
$344K - $387K
|
4.42K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.32K+ 15.25% |
$340K - $383K
|
9.97K
$3.47M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.32K+ 15.25% |
$340K - $383K
|
9.97K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.31K+ 7.6% |
$339K - $382K
|
18.6K
$6.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 6.39% |
$338K - $381K
|
21.8K
$7.61M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.31K+ 13.76% |
$338K - $381K
|
10.8K
$3.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.31K+ 1.71% |
$338K - $380K
|
78K
$27.2M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.31K+ 34.86% |
$337K - $380K
|
5.06K
$1.76M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.31K+ 28.35% |
$337K - $379K
|
5.91K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 0.65% |
$337K - $379K
|
201K
$70.2M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.3K+ 31.84% |
$336K - $379K
|
5.4K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 13.92% |
$336K - $378K
|
10.7K
$3.72M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.3KNew |
$335K - $377K
|
1.3K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.3K+ 50.35% |
$334K - $376K
|
3.87K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.29K+ 12.93% |
$333K - $375K
|
11.3K
$3.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 6.6% |
$332K - $373K
|
20.8K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.28K+ 7.88% |
$331K - $372K
|
17.6K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.28K+ 0.61% |
$330K - $372K
|
211K
$73.7M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.28K+ 8.05% |
$330K - $371K
|
17.2K
$5.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1.27K+ 5.24% |
$329K - $370K
|
25.6K
$8.93M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
1.27KNew |
$328K - $370K
|
1.27K
$444K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.27K+ 22.87% |
$328K - $369K
|
6.83K
$2.38M
|