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 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
46+ 0.37% |
$11.9K - $13.4K
|
12.5K
$4.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
46+ 0.68% |
$11.9K - $13.4K
|
6.86K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.61% |
$11.9K - $13.4K
|
7.6K
$2.65M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
46+ 52.87% |
$11.9K - $13.4K
|
133
$46.4K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
44+ 0.48% |
$11.4K - $12.8K
|
9.28K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.25% |
$11.4K - $12.8K
|
3.57K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
43+ 0.76% |
$11.1K - $12.5K
|
5.73K
$2M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 2.95% |
$11.1K - $12.5K
|
1.5K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
43+ 4.36% |
$11.1K - $12.5K
|
1.03K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
43+ 1.27% |
$11.1K - $12.5K
|
3.42K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
43+ 3.33% |
$11.1K - $12.5K
|
1.33K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
43+ 0.13% |
$11.1K - $12.5K
|
33.5K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
43+ 2.27% |
$11.1K - $12.5K
|
1.94K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
43+ 0.16% |
$11.1K - $12.5K
|
26.5K
$9.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
42+ 0.55% |
$10.8K - $12.2K
|
7.64K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42+ 1.3% |
$10.8K - $12.2K
|
3.27K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
42+ 0.2% |
$10.8K - $12.2K
|
20.6K
$7.2M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
42+ 1.95% |
$10.8K - $12.2K
|
2.19K
$764K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
42New |
$10.8K - $12.2K
|
42
$14.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
42+ 2.29% |
$10.8K - $12.2K
|
1.88K
$654K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
41+ 1.86% |
$10.6K - $11.9K
|
2.24K
$781K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 5.37% |
$10.6K - $11.9K
|
805
$281K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
41+ 0.84% |
$10.6K - $11.9K
|
4.91K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 3.01% |
$10.3K - $11.6K
|
1.37K
$477K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 3.01% |
$10.3K - $11.6K
|
1.37K
$477K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.51% |
$10.1K - $11.3K
|
7.65K
$2.67M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
39+ 1.06% |
$10.1K - $11.3K
|
3.72K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39+ 0.21% |
$10.1K - $11.3K
|
18.9K
$6.6M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
39+ 3.42% |
$10.1K - $11.3K
|
1.18K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
39+ 4.21% |
$10.1K - $11.3K
|
965
$336K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
39+ 0.49% |
$10.1K - $11.3K
|
7.99K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
38+ 3.81% |
$9.8K - $11K
|
1.04K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38+ 0.81% |
$9.8K - $11K
|
4.72K
$1.65M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
38+ 1.34% |
$9.8K - $11K
|
2.87K
$999K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
37+ 0.74% |
$9.55K - $10.7K
|
5.05K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.5% |
$9.55K - $10.7K
|
1.52K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37+ 0.34% |
$9.55K - $10.7K
|
10.8K
$3.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
36+ 0.65% |
$9.29K - $10.5K
|
5.6K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.65% |
$9.29K - $10.5K
|
2.22K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36+ 225.0% |
$9.29K - $10.5K
|
52
$18.1K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
36+ 0.46% |
$9.29K - $10.5K
|
7.81K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
36+ 2.01% |
$9.29K - $10.5K
|
1.82K
$635K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
35+ 0.6% |
$9.03K - $10.2K
|
5.92K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35+ 1.79% |
$9.03K - $10.2K
|
1.99K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
35+ 0.27% |
$9.03K - $10.2K
|
13.1K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
35+ 1.11% |
$9.03K - $10.2K
|
3.2K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
35+ 10.14% |
$9.03K - $10.2K
|
380
$132K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 0.36% |
$9.03K - $10.2K
|
9.69K
$3.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
34+ 0.16% |
$8.77K - $9.87K
|
20.8K
$7.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
34+ 2.54% |
$8.77K - $9.87K
|
1.37K
$479K
|