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 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.3K+ 50.35% |
$334K - $376K
|
3.87K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.29K+ 12.93% |
$333K - $375K
|
11.3K
$4.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 6.6% |
$332K - $373K
|
20.8K
$7.58M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.28K+ 7.88% |
$331K - $372K
|
17.6K
$6.41M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.28K+ 0.61% |
$330K - $372K
|
211K
$77.3M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.28K+ 8.05% |
$330K - $371K
|
17.2K
$6.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1.27K+ 5.24% |
$329K - $370K
|
25.6K
$9.36M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
1.27KNew |
$328K - $370K
|
1.27K
$465K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.27K+ 22.87% |
$328K - $369K
|
6.83K
$2.5M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.27K+ 1.06% |
$328K - $369K
|
122K
$44.4M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 9.84% |
$327K - $368K
|
14.2K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.25K+ 2.44% |
$323K - $363K
|
52.6K
$19.2M
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.23K+ 5.39% |
$318K - $358K
|
24.1K
$8.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 4.25% |
$318K - $358K
|
30.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.23K+ 9.07% |
$318K - $358K
|
14.8K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.23K+ 5.41% |
$317K - $357K
|
24K
$8.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.23K+ 5.56% |
$316K - $356K
|
23.3K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.22K+ 40.67% |
$315K - $355K
|
4.22K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.22K+ 10.04% |
$314K - $353K
|
13.3K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.21K+ 30.01% |
$311K - $350K
|
5.22K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.2K+ 19.34% |
$310K - $349K
|
7.42K
$2.71M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$309K - $348K
|
1.2K
$438K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.22% |
$309K - $347K
|
14.2K
$5.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.19KNew |
$307K - $346K
|
1.19K
$435K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.19K+ 6.15% |
$306K - $345K
|
20.5K
$7.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.18KNew |
$305K - $343K
|
1.18K
$432K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.18KNew |
$305K - $343K
|
1.18K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.18K+ 2.85% |
$305K - $343K
|
42.6K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
1.17K+ 0.54% |
$303K - $341K
|
219K
$80M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.17K+ 1.95% |
$303K - $341K
|
61.4K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.17K+ 9.47% |
$301K - $339K
|
13.5K
$4.93M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.17K+ 139.93% |
$301K - $339K
|
2K
$731K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 29.12% |
$299K - $337K
|
5.14K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.02% |
$299K - $337K
|
58.5K
$21.4M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.16K+ 4.12% |
$299K - $337K
|
29.3K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.15K+ 6.06% |
$298K - $335K
|
20.2K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.15K+ 2.12% |
$296K - $333K
|
55.4K
$20.2M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.15K+ 13.06% |
$295K - $332K
|
9.91K
$3.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.14K+ 4.2% |
$294K - $330K
|
28.3K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 27.88% |
$294K - $330K
|
5.22K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.14K+ 3.99% |
$293K - $330K
|
29.6K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.14K+ 3.64% |
$293K - $330K
|
32.3K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
1.13KNew |
$293K - $329K
|
1.13K
$414K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.13KNew |
$292K - $329K
|
1.13K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.13KNew |
$291K - $328K
|
1.13K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 3.69% |
$290K - $326K
|
31.5K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.12K+ 17.25% |
$290K - $326K
|
7.63K
$2.79M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
1.12K+ 11.6% |
$288K - $325K
|
10.8K
$3.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 7.45% |
$286K - $322K
|
16K
$5.85M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 5.65% |
$285K - $321K
|
20.6K
$7.54M
|