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 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 1.41% |
$4.2K - $4.5K
|
1.15K
$401K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.82% |
$4.2K - $4.5K
|
1.98K
$688K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.66% |
$4.2K - $4.5K
|
2.43K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16+ 1.81% |
$4.2K - $4.5K
|
899
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
16+ 0.09% |
$4.2K - $4.5K
|
17.6K
$6.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
15+ 1.62% |
$3.94K - $4.22K
|
939
$327K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
15+ 0.11% |
$3.94K - $4.22K
|
13.6K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 1.45% |
$3.94K - $4.22K
|
1.05K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 0.1% |
$3.94K - $4.22K
|
14.9K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15+ 0.08% |
$3.94K - $4.22K
|
19.4K
$6.77M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
15+ 1.27% |
$3.94K - $4.22K
|
1.2K
$417K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
14+ 0.63% |
$3.67K - $3.94K
|
2.23K
$774K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 0.79% |
$3.67K - $3.94K
|
1.78K
$618K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
14+ 0.02% |
$3.67K - $3.94K
|
63.6K
$22.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
14+ 0.89% |
$3.67K - $3.94K
|
1.59K
$555K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 0.07% |
$3.67K - $3.94K
|
20.8K
$7.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
14+ 0.07% |
$3.67K - $3.94K
|
19.5K
$6.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
14+ 0.03% |
$3.67K - $3.94K
|
55.8K
$19.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
14+ 0.29% |
$3.67K - $3.94K
|
4.81K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
14+ 200.0% |
$3.67K - $3.94K
|
21
$7.31K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.42% |
$3.41K - $3.66K
|
926
$322K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
13New |
$3.41K - $3.66K
|
13
$4.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
13+ 0.25% |
$3.41K - $3.66K
|
5.17K
$1.8M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13+ 0.74% |
$3.41K - $3.66K
|
1.77K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 1.6% |
$3.15K - $3.38K
|
760
$264K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12+ 0.37% |
$3.15K - $3.38K
|
3.25K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12+ 0.75% |
$3.15K - $3.38K
|
1.61K
$559K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 92.31% |
$3.15K - $3.38K
|
25
$8.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
12+ 1.52% |
$3.15K - $3.38K
|
801
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
12+ 0.72% |
$3.15K - $3.38K
|
1.67K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$3.15K - $3.38K
|
12
$4.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.07% |
$3.15K - $3.38K
|
17.5K
$6.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11+ 1.22% |
$2.89K - $3.1K
|
915
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.99% |
$2.89K - $3.1K
|
1.13K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.14% |
$2.89K - $3.1K
|
7.61K
$2.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 2.56% |
$2.89K - $3.1K
|
441
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11+ 1.15% |
$2.89K - $3.1K
|
965
$336K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.2% |
$2.89K - $3.1K
|
5.54K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.17% |
$2.89K - $3.1K
|
517
$180K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
11+ 1.22% |
$2.89K - $3.1K
|
909
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 2.89% |
$2.89K - $3.1K
|
391
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
11+ 0.69% |
$2.89K - $3.1K
|
1.6K
$557K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
10+ 0.73% |
$2.62K - $2.82K
|
1.38K
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.31% |
$2.62K - $2.82K
|
3.23K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
10+ 0.52% |
$2.62K - $2.82K
|
1.94K
$676K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.07% |
$2.62K - $2.82K
|
13.7K
$4.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
10+ 0.27% |
$2.62K - $2.82K
|
3.72K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
10+ 0.1% |
$2.62K - $2.82K
|
9.84K
$3.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$2.62K - $2.82K
|
10
$3.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 0.02% |
$2.62K - $2.82K
|
56.7K
$19.7M
|