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 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-25- 1.95% |
$6.45K - $7.26K
|
1.26K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-25- 0.28% |
$6.45K - $7.26K
|
9K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-25- 2.84% |
$6.45K - $7.26K
|
855
$298K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-25- 0.1% |
$6.45K - $7.26K
|
25.2K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-25- 0.28% |
$6.45K - $7.26K
|
9K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-27- 1.59% |
$6.97K - $7.84K
|
1.67K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-27- 0.8% |
$6.97K - $7.84K
|
3.33K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.14% |
$7.22K - $8.13K
|
19.5K
$6.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-28- 0.71% |
$7.22K - $8.13K
|
3.9K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-28- 0.07% |
$7.22K - $8.13K
|
39.8K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-28- 1.84% |
$7.22K - $8.13K
|
1.5K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.56% |
$7.22K - $8.13K
|
4.94K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-29- 2.08% |
$7.48K - $8.42K
|
1.37K
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-29- 0.15% |
$7.48K - $8.42K
|
19.5K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 1.21% |
$7.48K - $8.42K
|
2.37K
$826K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-29- 0.21% |
$7.48K - $8.42K
|
14.1K
$4.91M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-30- 0.2% |
$7.74K - $8.71K
|
14.6K
$5.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 0.86% |
$7.74K - $8.71K
|
3.48K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30- 0.4% |
$7.74K - $8.71K
|
7.46K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 4.33% |
$7.74K - $8.71K
|
663
$231K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 0.63% |
$7.74K - $8.71K
|
4.73K
$1.65M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-30- 1.3% |
$7.74K - $8.71K
|
2.28K
$795K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-31- 1.65% |
$8K - $9K
|
1.85K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-31- 0.86% |
$8K - $9K
|
3.59K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-32- 0.05% |
$8.26K - $9.29K
|
61.8K
$21.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 2.57% |
$8.26K - $9.29K
|
1.22K
$423K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-33- 0.36% |
$8.51K - $9.58K
|
9.23K
$3.22M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-33- 2.39% |
$8.51K - $9.58K
|
1.35K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-33- 0.03% |
$8.51K - $9.58K
|
101K
$35M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-33- 3.66% |
$8.51K - $9.58K
|
869
$303K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-34- 0.22% |
$8.77K - $9.87K
|
15.2K
$5.3M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-34- 0.22% |
$8.77K - $9.87K
|
15.6K
$5.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-35- 5.5% |
$9.03K - $10.2K
|
601
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-35- 3.48% |
$9.03K - $10.2K
|
972
$339K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 53.85% |
$9.03K - $10.2K
|
30
$10.5K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-35- 0.77% |
$9.03K - $10.2K
|
4.49K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-35- 53.03% |
$9.03K - $10.2K
|
31
$10.8K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 0.75% |
$9.03K - $10.2K
|
4.62K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-35- 0.81% |
$9.03K - $10.2K
|
4.27K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-35- 1.51% |
$9.03K - $10.2K
|
2.28K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36- 0.42% |
$9.29K - $10.5K
|
8.52K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 0.95% |
$9.29K - $10.5K
|
3.75K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-37- 0.34% |
$9.55K - $10.7K
|
10.7K
$3.74M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-38- 2.81% |
$9.8K - $11K
|
1.31K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-38- 2.48% |
$9.8K - $11K
|
1.5K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-38- 0.86% |
$9.8K - $11K
|
4.38K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-38- 1.95% |
$9.8K - $11K
|
1.91K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-38- 1.9% |
$9.8K - $11K
|
1.96K
$684K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-39- 1.1% |
$10.1K - $11.3K
|
3.51K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-39- 4.6% |
$10.1K - $11.3K
|
808
$282K
|