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 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
318+ 9.11% |
$83.5K - $89.5K
|
3.81K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
318+ 6.56% |
$83.5K - $89.5K
|
5.17K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
318+ 27.94% |
$83.5K - $89.5K
|
1.46K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
317+ 0.66% |
$83.2K - $89.2K
|
48.6K
$16.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
316+ 25.88% |
$82.9K - $89K
|
1.54K
$535K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
315+ 0.14% |
$82.7K - $88.7K
|
231K
$80.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
314+ 6.35% |
$82.4K - $88.4K
|
5.26K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
310+ 4.25% |
$81.4K - $87.3K
|
7.61K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
308+ 6.07% |
$80.8K - $86.7K
|
5.38K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
307+ 37.21% |
$80.6K - $86.4K
|
1.13K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
305+ 4.58% |
$80.1K - $85.9K
|
6.97K
$2.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
302+ 4.72% |
$79.3K - $85K
|
6.7K
$2.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
301+ 0.45% |
$79K - $84.7K
|
67K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
301+ 0.9% |
$79K - $84.7K
|
33.6K
$11.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
300+ 0.38% |
$78.7K - $84.5K
|
78.3K
$27.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
300+ 43.42% |
$78.7K - $84.5K
|
991
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$78.7K - $84.5K
|
300
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
300+ 6.35% |
$78.7K - $84.5K
|
5.02K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
299+ 10.92% |
$78.5K - $84.2K
|
3.04K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
299+ 3.62% |
$78.5K - $84.2K
|
8.57K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
298+ 12.3% |
$78.2K - $83.9K
|
2.72K
$947K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
297+ 1.1% |
$78K - $83.6K
|
27.2K
$9.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
297+ 0.89% |
$78K - $83.6K
|
33.6K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
296+ 2.15% |
$77.7K - $83.3K
|
14.1K
$4.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
295+ 0.74% |
$77.4K - $83K
|
40.3K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
295+ 23.56% |
$77.4K - $83K
|
1.55K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
294+ 11.47% |
$77.2K - $82.8K
|
2.86K
$994K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
291+ 2.31% |
$76.4K - $81.9K
|
12.9K
$4.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
291+ 4.81% |
$76.4K - $81.9K
|
6.34K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
290+ 1.57% |
$76.1K - $81.6K
|
18.8K
$6.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
289+ 4.33% |
$75.9K - $81.4K
|
6.97K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
289+ 4.18% |
$75.9K - $81.4K
|
7.2K
$2.51M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
285+ 2.03% |
$74.8K - $80.2K
|
14.3K
$4.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
285+ 0.66% |
$74.8K - $80.2K
|
43.4K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
282+ 0.87% |
$74K - $79.4K
|
32.8K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
282+ 1.61% |
$74K - $79.4K
|
17.8K
$6.19M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
281New |
$73.8K - $79.1K
|
281
$97.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
280+ 4.53% |
$73.5K - $78.8K
|
6.46K
$2.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
280+ 23.05% |
$73.5K - $78.8K
|
1.5K
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
277+ 1.39% |
$72.7K - $78K
|
20.2K
$7.04M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
276+ 21.89% |
$72.4K - $77.7K
|
1.54K
$535K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
276+ 0.26% |
$72.4K - $77.7K
|
108K
$37.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
276+ 27.82% |
$72.4K - $77.7K
|
1.27K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
275+ 1.83% |
$72.2K - $77.4K
|
15.3K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
274+ 26.3% |
$71.9K - $77.1K
|
1.32K
$458K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
274+ 1.93% |
$71.9K - $77.1K
|
14.5K
$5.04M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
272+ 1.28% |
$71.4K - $76.6K
|
21.6K
$7.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
270+ 0.53% |
$70.9K - $76K
|
51.6K
$17.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
270+ 3.03% |
$70.9K - $76K
|
9.18K
$3.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
270+ 3.9% |
$70.9K - $76K
|
7.19K
$2.5M
|