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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
398+ 5.35% |
$103K - $116K
|
7.84K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
396+ 0.59% |
$102K - $115K
|
67.1K
$23.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
395+ 1.72% |
$102K - $115K
|
23.4K
$8.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
395+ 1.82% |
$102K - $115K
|
22.2K
$7.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
394+ 0.7% |
$102K - $114K
|
56.7K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
394+ 13.32% |
$102K - $114K
|
3.35K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
394+ 1.42% |
$102K - $114K
|
28.2K
$9.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
392+ 2.84% |
$101K - $114K
|
14.2K
$4.95M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
391+ 2.83% |
$101K - $114K
|
14.2K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
390+ 14.22% |
$101K - $113K
|
3.13K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
390+ 5.6% |
$101K - $113K
|
7.35K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
387+ 0.57% |
$99.8K - $112K
|
68.2K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
386+ 8.23% |
$99.6K - $112K
|
5.08K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
385+ 5.44% |
$99.3K - $112K
|
7.46K
$2.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
384+ 11.9% |
$99.1K - $112K
|
3.61K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
384+ 1.78% |
$99.1K - $112K
|
22K
$7.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
383+ 12.55% |
$98.8K - $111K
|
3.44K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
382+ 1.29% |
$98.5K - $111K
|
30.1K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
382+ 2.82% |
$98.5K - $111K
|
13.9K
$4.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
380+ 10.93% |
$98K - $110K
|
3.86K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
379+ 0.63% |
$97.8K - $110K
|
60.8K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
379+ 0.79% |
$97.8K - $110K
|
48.1K
$16.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
378+ 1.23% |
$97.5K - $110K
|
31K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
378+ 12.63% |
$97.5K - $110K
|
3.37K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
377+ 12.28% |
$97.3K - $109K
|
3.45K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
376+ 1.81% |
$97K - $109K
|
21.1K
$7.36M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
376+ 7.64% |
$97K - $109K
|
5.3K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
375+ 29.05% |
$96.7K - $109K
|
1.67K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
375+ 16.72% |
$96.7K - $109K
|
2.62K
$912K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
374+ 0.44% |
$96.5K - $109K
|
85.2K
$29.7M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
372+ 12.06% |
$96K - $108K
|
3.46K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
372+ 12.75% |
$96K - $108K
|
3.29K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
370+ 1.25% |
$95.5K - $107K
|
29.9K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
368New |
$94.9K - $107K
|
368
$128K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
367+ 7.1% |
$94.7K - $107K
|
5.54K
$1.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
366+ 1.04% |
$94.4K - $106K
|
35.4K
$12.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
366+ 0.74% |
$94.4K - $106K
|
50.1K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
366+ 3.57% |
$94.4K - $106K
|
10.6K
$3.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
366+ 0.32% |
$94.4K - $106K
|
115K
$40.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
364+ 12.04% |
$93.9K - $106K
|
3.39K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
359+ 10.68% |
$92.6K - $104K
|
3.72K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
357+ 14.43% |
$92.1K - $104K
|
2.83K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
356New |
$91.8K - $103K
|
356
$124K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
356+ 0.13% |
$91.8K - $103K
|
278K
$96.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
351+ 12.58% |
$90.6K - $102K
|
3.14K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
351+ 6.95% |
$90.6K - $102K
|
5.4K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
350+ 3.71% |
$90.3K - $102K
|
9.8K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
350New |
$90.3K - $102K
|
350
$122K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
350+ 8.2% |
$90.3K - $102K
|
4.62K
$1.61M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
350+ 4.36% |
$90.3K - $102K
|
8.38K
$2.92M
|