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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
371+ 8.39% |
$97.4K - $104K
|
4.79K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
371+ 5.31% |
$97.4K - $104K
|
7.36K
$2.54M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
369+ 35.28% |
$96.9K - $104K
|
1.42K
$488K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
367+ 13.77% |
$96.3K - $103K
|
3.03K
$1.05M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
367+ 121.12% |
$96.3K - $103K
|
670
$231K
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
366+ 1.76% |
$96.1K - $103K
|
21.2K
$7.31M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
364+ 3.41% |
$95.5K - $102K
|
11K
$3.81M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
364+ 4.11% |
$95.5K - $102K
|
9.23K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
362+ 1.41% |
$95K - $102K
|
26K
$8.97M
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
361+ 4.78% |
$94.8K - $102K
|
7.92K
$2.73M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
361+ 0.88% |
$94.8K - $102K
|
41.3K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
361+ 2.08% |
$94.8K - $102K
|
17.7K
$6.12M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
360+ 30.51% |
$94.5K - $101K
|
1.54K
$532K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
359New |
$94.2K - $101K
|
359
$124K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
359+ 5.47% |
$94.2K - $101K
|
6.92K
$2.39M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
358+ 0.7% |
$94K - $101K
|
51.2K
$17.7M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
358+ 35.52% |
$94K - $101K
|
1.37K
$471K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
357+ 41.75% |
$93.7K - $100K
|
1.21K
$418K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
357+ 7.88% |
$93.7K - $100K
|
4.89K
$1.69M
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356+ 41.06% |
$93.4K - $100K
|
1.22K
$422K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
356+ 1.2% |
$93.4K - $100K
|
30K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
354+ 310.53% |
$92.9K - $99.7K
|
468
$162K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
353+ 18.08% |
$92.7K - $99.4K
|
2.31K
$796K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
352+ 47.83% |
$92.4K - $99.1K
|
1.09K
$376K
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
351+ 14.04% |
$92.1K - $98.8K
|
2.85K
$984K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
350+ 5.3% |
$91.9K - $98.5K
|
6.96K
$2.4M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
350+ 673.08% |
$91.9K - $98.5K
|
402
$139K
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
350+ 0.61% |
$91.9K - $98.5K
|
58K
$20M
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
346+ 0.64% |
$90.8K - $97.4K
|
54.3K
$18.8M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
346+ 3.17% |
$90.8K - $97.4K
|
11.3K
$3.88M
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
345+ 2.27% |
$90.6K - $97.1K
|
15.5K
$5.36M
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
345+ 8.94% |
$90.6K - $97.1K
|
4.2K
$1.45M
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
343+ 17.64% |
$90K - $96.6K
|
2.29K
$789K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
343+ 24.43% |
$90K - $96.6K
|
1.75K
$603K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
343+ 12.47% |
$90K - $96.6K
|
3.09K
$1.07M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
342+ 11.76% |
$89.8K - $96.3K
|
3.25K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
340+ 3.12% |
$89.2K - $95.7K
|
11.2K
$3.88M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
339New |
$89K - $95.4K
|
339
$117K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
338+ 7.9% |
$88.7K - $95.1K
|
4.62K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
337+ 4.04% |
$88.5K - $94.9K
|
8.69K
$3M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
337+ 3.97% |
$88.5K - $94.9K
|
8.83K
$3.05M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
335+ 1.02% |
$87.9K - $94.3K
|
33.3K
$11.5M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
335+ 13.39% |
$87.9K - $94.3K
|
2.84K
$979K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
329+ 4.12% |
$86.4K - $92.6K
|
8.32K
$2.87M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
328+ 11.55% |
$86.1K - $92.3K
|
3.17K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
327+ 0.31% |
$85.8K - $92.1K
|
106K
$36.5M
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
323+ 5.22% |
$84.8K - $90.9K
|
6.51K
$2.25M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
322+ 21.13% |
$84.5K - $90.6K
|
1.85K
$637K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
321+ 10.22% |
$84.3K - $90.4K
|
3.46K
$1.2M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
319+ 3.22% |
$83.7K - $89.8K
|
10.2K
$3.53M
|