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 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 0.04% |
$3.87K - $4.36K
|
40K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.2% |
$3.87K - $4.36K
|
7.47K
$2.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.03% |
$3.87K - $4.36K
|
48.3K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.54% |
$3.87K - $4.36K
|
2.78K
$969K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.14% |
$3.87K - $4.36K
|
10.8K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.61% |
$3.87K - $4.36K
|
2.43K
$848K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16- 0.46% |
$4.13K - $4.65K
|
3.5K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16- 0.1% |
$4.13K - $4.65K
|
16.1K
$5.6M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-16- 0.9% |
$4.13K - $4.65K
|
1.75K
$611K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-16- 1.47% |
$4.13K - $4.65K
|
1.08K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16- 0.92% |
$4.13K - $4.65K
|
1.72K
$598K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-17- 1.6% |
$4.39K - $4.94K
|
1.04K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.23% |
$4.39K - $4.94K
|
7.23K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-17- 0.39% |
$4.39K - $4.94K
|
4.31K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 0.13% |
$4.64K - $5.23K
|
14.1K
$4.91M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-18- 2.32% |
$4.64K - $5.23K
|
758
$264K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-18- 0.98% |
$4.64K - $5.23K
|
1.81K
$632K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-19- 1.2% |
$4.9K - $5.52K
|
1.56K
$545K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-19- 1.39% |
$4.9K - $5.52K
|
1.35K
$471K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-19- 1.68% |
$4.9K - $5.52K
|
1.11K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 0.47% |
$4.9K - $5.52K
|
4.03K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-19- 0.55% |
$4.9K - $5.52K
|
3.43K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 1.37% |
$5.16K - $5.81K
|
1.44K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-20- 0.47% |
$5.16K - $5.81K
|
4.28K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-20- 0.62% |
$5.16K - $5.81K
|
3.22K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-20- 0.51% |
$5.16K - $5.81K
|
3.89K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.1% |
$5.16K - $5.81K
|
19.6K
$6.83M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-20- 0.6% |
$5.16K - $5.81K
|
3.3K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.12% |
$5.16K - $5.81K
|
16K
$5.58M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-20- 0.31% |
$5.16K - $5.81K
|
6.53K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.18% |
$5.16K - $5.81K
|
11.4K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.9% |
$5.16K - $5.81K
|
2.21K
$771K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-21- 1.23% |
$5.42K - $6.1K
|
1.69K
$588K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-21- 11.67% |
$5.42K - $6.1K
|
159
$55.4K
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-21- 0.2% |
$5.42K - $6.1K
|
10.7K
$3.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-22- 2.11% |
$5.68K - $6.39K
|
1.02K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 1.63% |
$5.68K - $6.39K
|
1.33K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 5.09% |
$5.68K - $6.39K
|
410
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 1.46% |
$5.68K - $6.39K
|
1.48K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 2.51% |
$5.68K - $6.39K
|
855
$298K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-22- 1.35% |
$5.68K - $6.39K
|
1.61K
$561K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-23- 1.03% |
$5.93K - $6.68K
|
2.21K
$771K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$5.93K - $6.68K
|
8.19K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-23- 0.18% |
$5.93K - $6.68K
|
13.1K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.33% |
$5.93K - $6.68K
|
1.7K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 0.38% |
$5.93K - $6.68K
|
6.07K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-24- 2.75% |
$6.19K - $6.97K
|
849
$296K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24- 0.16% |
$6.19K - $6.97K
|
15.3K
$5.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 0.54% |
$6.45K - $7.26K
|
4.62K
$1.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-25- 0.24% |
$6.45K - $7.26K
|
10.5K
$3.65M
|