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 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.07K- 57.41% |
$534K - $601K
|
1.54K
$562K
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.07K- 0.54% |
$534K - $601K
|
384K
$140M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 4.94% |
$540K - $608K
|
40.3K
$14.7M
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-2.1K- 1.88% |
$541K - $609K
|
109K
$39.9M
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.11K- 20.18% |
$545K - $613K
|
8.35K
$3.06M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-2.13K- 17.05% |
$549K - $618K
|
10.4K
$3.79M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-2.15K- 1.96% |
$555K - $625K
|
107K
$39.3M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.16K- 11.16% |
$558K - $628K
|
17.2K
$6.3M
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.17K- 8.99% |
$559K - $629K
|
21.9K
$8.02M
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.18K- 1.24% |
$562K - $632K
|
174K
$63.5M
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.18K- 0.66% |
$563K - $634K
|
327K
$120M
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.19K- 4.33% |
$564K - $635K
|
48.4K
$17.7M
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-2.19K- 3.23% |
$564K - $635K
|
65.6K
$24M
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.2K- 1.23% |
$567K - $638K
|
177K
$64.6M
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 56.19% |
$567K - $638K
|
1.71K
$627K
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.21K- 8.31% |
$571K - $643K
|
24.4K
$8.93M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.22K- 0.36% |
$574K - $646K
|
612K
$224M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.24K- 1.06% |
$577K - $650K
|
209K
$76.3M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.26K- 28.12% |
$583K - $656K
|
5.78K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.29K- 5.89% |
$591K - $665K
|
36.6K
$13.4M
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.29K- 48.61% |
$591K - $666K
|
2.42K
$886K
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 2.94% |
$596K - $670K
|
76.2K
$27.9M
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.31K- 1.83% |
$597K - $672K
|
124K
$45.4M
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.32K- 5.78% |
$597K - $672K
|
37.7K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 8.33% |
$601K - $677K
|
25.6K
$9.38M
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.33K- 7.36% |
$602K - $677K
|
29.3K
$10.7M
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.34K- 5.19% |
$602K - $678K
|
42.6K
$15.6M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.35K- 5.12% |
$605K - $681K
|
43.5K
$15.9M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.36K- 2.62% |
$609K - $685K
|
87.8K
$32.1M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.37K- 3.81% |
$612K - $689K
|
59.9K
$21.9M
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.39K- 14.94% |
$615K - $693K
|
13.6K
$4.97M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.4K- 7.76% |
$619K - $697K
|
28.5K
$10.4M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.45K- 16.16% |
$631K - $710K
|
12.7K
$4.64M
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.46K- 2.82% |
$634K - $713K
|
84.8K
$31M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 12.75% |
$640K - $720K
|
17K
$6.21M
|
|
May 15, 2024
Q1 2024
|
Lts One Management LP
|
SELL
|
- |
-2.5K- 3.57% |
$645K - $726K
|
67.5K
$24.7M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2.51K- 1.66% |
$647K - $729K
|
149K
$54.5M
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.51K- 3.52% |
$648K - $729K
|
68.8K
$25.2M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.51K- 5.63% |
$649K - $730K
|
42.1K
$15.4M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.53K- 4.98% |
$652K - $734K
|
48.3K
$17.7M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.55K- 2.8% |
$658K - $740K
|
88.5K
$32.4M
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.56K- 4.58% |
$660K - $743K
|
53.3K
$19.5M
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.57K- 19.35% |
$662K - $745K
|
10.7K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.58K- 1.37% |
$667K - $750K
|
186K
$68.1M
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.61K- 2.4% |
$674K - $758K
|
106K
$38.9M
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.62K- 23.41% |
$675K - $759K
|
8.56K
$3.13M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.64K- 0.5% |
$682K - $768K
|
527K
$193M
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.68K- 74.04% |
$690K - $777K
|
938
$343K
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.69K- 39.5% |
$694K - $781K
|
4.12K
$1.51M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.72K- 13.65% |
$702K - $791K
|
17.2K
$6.3M
|