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
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-346- 9.49% |
$89.3K - $100K
|
3.3K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-349- 20.15% |
$90K - $101K
|
1.38K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-350- 23.49% |
$90.3K - $102K
|
1.14K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-350- 1.74% |
$90.3K - $102K
|
19.8K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 17.95% |
$90.3K - $102K
|
1.6K
$558K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-351- 1.19% |
$90.6K - $102K
|
29.2K
$10.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-354- 3.11% |
$91.3K - $103K
|
11K
$3.85M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-355- 3.74% |
$91.6K - $103K
|
9.14K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-356- 4.05% |
$91.8K - $103K
|
8.44K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-359- 1.67% |
$92.6K - $104K
|
21.1K
$7.36M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-362- 9.05% |
$93.4K - $105K
|
3.64K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-365- 2.42% |
$94.2K - $106K
|
14.7K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-367- 3.0% |
$94.7K - $107K
|
11.9K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-367- 1.47% |
$94.7K - $107K
|
24.6K
$8.58M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-370- 22.08% |
$95.5K - $107K
|
1.31K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-375- 12.83% |
$96.7K - $109K
|
2.55K
$888K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-383- 1.1% |
$98.8K - $111K
|
34.3K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-387- 24.89% |
$99.8K - $112K
|
1.17K
$407K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-390- 94.2% |
$101K - $113K
|
24
$8.36K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-390- 1.31% |
$101K - $113K
|
29.3K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-393- 0.68% |
$101K - $114K
|
57.8K
$20.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-394- 2.28% |
$102K - $114K
|
16.9K
$5.88M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-394- 1.69% |
$102K - $114K
|
22.9K
$7.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-395- 0.26% |
$102K - $115K
|
152K
$53.1M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-395- 7.26% |
$102K - $115K
|
5.05K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-396- 10.91% |
$102K - $115K
|
3.23K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-396- 4.77% |
$102K - $115K
|
7.91K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-397- 1.05% |
$102K - $115K
|
37.4K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-399- 25.96% |
$103K - $116K
|
1.14K
$397K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-400- 27.78% |
$103K - $116K
|
1.04K
$362K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-400- 11.8% |
$103K - $116K
|
2.99K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-405- 22.44% |
$104K - $118K
|
1.4K
$488K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-406- 4.43% |
$105K - $118K
|
8.77K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-410- 10.79% |
$106K - $119K
|
3.39K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-414- 4.02% |
$107K - $120K
|
9.87K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-420- 10.82% |
$108K - $122K
|
3.46K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-420- 6.72% |
$108K - $122K
|
5.83K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-423- 7.05% |
$109K - $123K
|
5.58K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-425- 1.59% |
$110K - $123K
|
26.2K
$9.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-432- 8.36% |
$111K - $125K
|
4.74K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-433- 12.4% |
$112K - $126K
|
3.06K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-433- 9.31% |
$112K - $126K
|
4.22K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-435- 4.06% |
$112K - $126K
|
10.3K
$3.59M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 2.8% |
$112K - $127K
|
15.1K
$5.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-439- 3.2% |
$113K - $127K
|
13.3K
$4.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-444- 7.1% |
$115K - $129K
|
5.81K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-447- 1.6% |
$115K - $130K
|
27.5K
$9.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-447- 6.9% |
$115K - $130K
|
6.03K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-447- 1.31% |
$115K - $130K
|
33.6K
$11.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-455- 3.87% |
$117K - $132K
|
11.3K
$3.94M
|