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 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-90- 0.66% |
$23.2K - $26.1K
|
13.5K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-90- 2.8% |
$23.2K - $26.1K
|
3.12K
$1.09M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-91- 0.17% |
$23.5K - $26.4K
|
53.8K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-91- 3.22% |
$23.5K - $26.4K
|
2.73K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-91- 2.28% |
$23.5K - $26.4K
|
3.91K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-92- 9.83% |
$23.7K - $26.7K
|
844
$294K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-93- 7.12% |
$24K - $27K
|
1.21K
$423K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-93- 2.01% |
$24K - $27K
|
4.53K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-94- 3.94% |
$24.3K - $27.3K
|
2.29K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-95- 0.39% |
$24.5K - $27.6K
|
24.3K
$8.48M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-95- 10.88% |
$24.5K - $27.6K
|
778
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-96- 5.48% |
$24.8K - $27.9K
|
1.66K
$577K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-96- 7.27% |
$24.8K - $27.9K
|
1.23K
$427K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-99- 0.1% |
$25.5K - $28.7K
|
101K
$35.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-99- 2.75% |
$25.5K - $28.7K
|
3.5K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-99- 2.42% |
$25.5K - $28.7K
|
4K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 1.07% |
$25.8K - $29K
|
9.22K
$3.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-100- 5.68% |
$25.8K - $29K
|
1.66K
$579K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-100- 0.72% |
$25.8K - $29K
|
13.7K
$4.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 2.99% |
$25.8K - $29K
|
3.25K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-100- 1.57% |
$25.8K - $29K
|
6.29K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 7.36% |
$25.8K - $29K
|
1.26K
$438K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-100- 3.22% |
$25.8K - $29K
|
3K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.34% |
$25.8K - $29K
|
29.1K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-100- 3.13% |
$25.8K - $29K
|
3.09K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-101- 2.9% |
$26.1K - $29.3K
|
3.38K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-101- 3.78% |
$26.1K - $29.3K
|
2.57K
$896K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-101- 0.52% |
$26.1K - $29.3K
|
19.4K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-101- 9.66% |
$26.1K - $29.3K
|
945
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-102- 1.91% |
$26.3K - $29.6K
|
5.23K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-102- 82.93% |
$26.3K - $29.6K
|
21
$7.32K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-102- 9.73% |
$26.3K - $29.6K
|
946
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-102- 0.84% |
$26.3K - $29.6K
|
12.1K
$4.21M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-104- 3.82% |
$26.8K - $30.2K
|
2.62K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-104- 1.01% |
$26.8K - $30.2K
|
10.2K
$3.54M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-105- 10.57% |
$27.1K - $30.5K
|
888
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-105- 3.78% |
$27.1K - $30.5K
|
2.67K
$932K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-105- 3.47% |
$27.1K - $30.5K
|
2.92K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-105- 0.27% |
$27.1K - $30.5K
|
38.2K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-108- 2.15% |
$27.9K - $31.4K
|
4.91K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 4.06% |
$28.1K - $31.7K
|
2.57K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-109- 3.99% |
$28.1K - $31.7K
|
2.62K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-109- 0.44% |
$28.1K - $31.7K
|
24.7K
$8.6M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-109- 1.85% |
$28.1K - $31.7K
|
5.79K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-110- 2.36% |
$28.4K - $31.9K
|
4.56K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-110- 0.42% |
$28.4K - $31.9K
|
26.1K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-110- 4.51% |
$28.4K - $31.9K
|
2.33K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110- 0.88% |
$28.4K - $31.9K
|
12.4K
$4.31M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-111- 1.34% |
$28.6K - $32.2K
|
8.2K
$2.86M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111- 56.35% |
$28.6K - $32.2K
|
86
$30K
|