Purchases and Sales Made in Q2 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
531+ 4.39% |
$139K - $149K
|
12.6K
$4.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
530+ 1.67% |
$139K - $149K
|
32.3K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
529+ 6.67% |
$139K - $149K
|
8.46K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
529+ 6.21% |
$139K - $149K
|
9.05K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
528+ 7.79% |
$139K - $149K
|
7.31K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
527+ 2.05% |
$138K - $148K
|
26.3K
$9.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
526+ 2.96% |
$138K - $148K
|
18.3K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
517+ 0.9% |
$136K - $146K
|
58.1K
$20M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
516+ 4.18% |
$135K - $145K
|
12.9K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
514+ 4.2% |
$135K - $145K
|
12.8K
$4.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
511+ 2.44% |
$134K - $144K
|
21.4K
$7.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
510+ 0.67% |
$134K - $144K
|
76.2K
$26.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
504+ 5.04% |
$132K - $142K
|
10.5K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 13.31% |
$132K - $142K
|
4.28K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
501+ 12.93% |
$131K - $141K
|
4.38K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
500+ 18.98% |
$131K - $141K
|
3.13K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
500+ 15.46% |
$131K - $141K
|
3.73K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
499+ 1.11% |
$131K - $140K
|
45.5K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
499+ 0.35% |
$131K - $140K
|
145K
$50.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
498+ 1.51% |
$131K - $140K
|
33.4K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
497+ 1.54% |
$130K - $140K
|
32.8K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
497+ 13.77% |
$130K - $140K
|
4.11K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
496+ 4.39% |
$130K - $140K
|
11.8K
$4.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
495+ 4.84% |
$130K - $139K
|
10.7K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
489+ 8.78% |
$128K - $138K
|
6.06K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
487+ 0.97% |
$128K - $137K
|
50.7K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
486+ 9.8% |
$128K - $137K
|
5.45K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
485+ 8.98% |
$127K - $137K
|
5.89K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
482+ 0.81% |
$127K - $136K
|
59.7K
$20.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
471+ 52.28% |
$124K - $133K
|
1.37K
$474K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
466+ 6.8% |
$122K - $131K
|
7.32K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
466+ 2.39% |
$122K - $131K
|
20K
$6.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
464+ 15.57% |
$122K - $131K
|
3.44K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
463+ 13.4% |
$122K - $130K
|
3.92K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
461+ 9.82% |
$121K - $130K
|
5.16K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
460+ 3.94% |
$121K - $129K
|
12.1K
$4.19M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
459+ 3.64% |
$120K - $129K
|
13.1K
$4.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
458+ 3.26% |
$120K - $129K
|
14.5K
$5.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
458+ 1.76% |
$120K - $129K
|
26.5K
$9.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
458+ 8.38% |
$120K - $129K
|
5.92K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
458+ 3.44% |
$120K - $129K
|
13.8K
$4.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
455+ 6.1% |
$119K - $128K
|
7.92K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
455+ 5.01% |
$119K - $128K
|
9.54K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
451+ 20.12% |
$118K - $127K
|
2.69K
$929K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
450+ 11.66% |
$118K - $127K
|
4.31K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
449+ 4.66% |
$118K - $126K
|
10.1K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
449+ 1.48% |
$118K - $126K
|
30.9K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
449+ 4.18% |
$118K - $126K
|
11.2K
$3.86M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
447+ 14.96% |
$117K - $126K
|
3.43K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
445+ 0.75% |
$117K - $125K
|
59.6K
$20.6M
|