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 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-140- 9.87% |
$36.1K - $40.7K
|
1.28K
$445K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-141- 0.94% |
$36.4K - $40.9K
|
14.8K
$5.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-141- 24.78% |
$36.4K - $40.9K
|
428
$149K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-141- 1.53% |
$36.4K - $40.9K
|
9.07K
$3.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-143- 1.07% |
$36.9K - $41.5K
|
13.2K
$4.6M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-143- 2.93% |
$36.9K - $41.5K
|
4.74K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-143- 1.5% |
$36.9K - $41.5K
|
9.37K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-143- 1.38% |
$36.9K - $41.5K
|
10.2K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-145- 0.98% |
$37.4K - $42.1K
|
14.7K
$5.13M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-145- 8.91% |
$37.4K - $42.1K
|
1.48K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-145- 3.48% |
$37.4K - $42.1K
|
4.02K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 2.57% |
$37.4K - $42.1K
|
5.49K
$1.91M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-145- 3.32% |
$37.4K - $42.1K
|
4.22K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-146- 1.85% |
$37.7K - $42.4K
|
7.73K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-147- 8.8% |
$37.9K - $42.7K
|
1.52K
$531K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-148- 1.9% |
$38.2K - $43K
|
7.64K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-149- 2.67% |
$38.4K - $43.3K
|
5.43K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-149- 1.0% |
$38.4K - $43.3K
|
14.8K
$5.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 2.12% |
$38.7K - $43.6K
|
6.93K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-150- 15.0% |
$38.7K - $43.6K
|
850
$296K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-153- 16.36% |
$39.5K - $44.4K
|
782
$273K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-154- 1.96% |
$39.7K - $44.7K
|
7.71K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-154- 1.52% |
$39.7K - $44.7K
|
9.96K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-154- 0.72% |
$39.7K - $44.7K
|
21.1K
$7.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-155- 0.38% |
$40K - $45K
|
41K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-155- 10.4% |
$40K - $45K
|
1.34K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-155- 1.7% |
$40K - $45K
|
8.95K
$3.12M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-156- 3.39% |
$40.2K - $45.3K
|
4.44K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-156- 4.41% |
$40.2K - $45.3K
|
3.38K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-157- 0.47% |
$40.5K - $45.6K
|
33.4K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-158- 2.37% |
$40.8K - $45.9K
|
6.51K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-158- 5.43% |
$40.8K - $45.9K
|
2.75K
$959K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-159- 0.93% |
$41K - $46.2K
|
17K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-159- 0.5% |
$41K - $46.2K
|
31.8K
$11.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 0.59% |
$41.3K - $46.5K
|
27.1K
$9.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-161- 2.39% |
$41.5K - $46.7K
|
6.56K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-161- 3.12% |
$41.5K - $46.7K
|
4.99K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-162- 2.2% |
$41.8K - $47K
|
7.22K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-163- 3.09% |
$42.1K - $47.3K
|
5.12K
$1.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-164- 3.26% |
$42.3K - $47.6K
|
4.87K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-164- 3.02% |
$42.3K - $47.6K
|
5.27K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-165- 0.9% |
$42.6K - $47.9K
|
18.1K
$6.31M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-165- 10.38% |
$42.6K - $47.9K
|
1.42K
$496K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-167- 3.03% |
$43.1K - $48.5K
|
5.34K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-167- 2.23% |
$43.1K - $48.5K
|
7.33K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-168- 1.67% |
$43.3K - $48.8K
|
9.92K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-168- 1.68% |
$43.3K - $48.8K
|
9.85K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-169- 9.31% |
$43.6K - $49.1K
|
1.65K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-170- 48.3% |
$43.9K - $49.4K
|
182
$63.4K
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-170- 13.82% |
$43.9K - $49.4K
|
1.06K
$369K
|