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 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10+ 1.15% |
$2.62K - $2.82K
|
883
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 500.0% |
$2.62K - $2.82K
|
12
$4.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.45% |
$2.62K - $2.82K
|
2.22K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10+ 0.17% |
$2.62K - $2.82K
|
5.78K
$2.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 2.2% |
$2.36K - $2.53K
|
419
$146K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
9+ 0.37% |
$2.36K - $2.53K
|
2.44K
$849K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9+ 0.19% |
$2.36K - $2.53K
|
4.63K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9+ 0.83% |
$2.36K - $2.53K
|
1.1K
$381K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9+ 1.15% |
$2.36K - $2.53K
|
791
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9+ 0.16% |
$2.36K - $2.53K
|
5.55K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9+ 1.14% |
$2.36K - $2.53K
|
797
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8+ 0.84% |
$2.1K - $2.25K
|
957
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8+ 0.55% |
$2.1K - $2.25K
|
1.46K
$508K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
8+ 0.14% |
$2.1K - $2.25K
|
5.64K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.86% |
$2.1K - $2.25K
|
939
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8+ 0.49% |
$2.1K - $2.25K
|
1.63K
$567K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.1% |
$2.1K - $2.25K
|
7.65K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.89% |
$2.1K - $2.25K
|
903
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8+ 0.25% |
$2.1K - $2.25K
|
3.18K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.23% |
$2.1K - $2.25K
|
3.46K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8New |
$2.1K - $2.25K
|
8
$2.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8+ 0.32% |
$2.1K - $2.25K
|
2.53K
$881K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.07% |
$1.84K - $1.97K
|
10.1K
$3.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$1.84K - $1.97K
|
4.2K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.51% |
$1.84K - $1.97K
|
470
$164K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
7+ 0.43% |
$1.84K - $1.97K
|
1.62K
$564K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.57% |
$1.84K - $1.97K
|
1.23K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6+ 0.62% |
$1.57K - $1.69K
|
978
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.16% |
$1.57K - $1.69K
|
3.68K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.73% |
$1.57K - $1.69K
|
824
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6+ 0.21% |
$1.57K - $1.69K
|
2.9K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6New |
$1.57K - $1.69K
|
6
$2.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
6+ 0.74% |
$1.57K - $1.69K
|
814
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
6+ 0.06% |
$1.57K - $1.69K
|
10.9K
$3.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$1.31K - $1.41K
|
7.66K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.3% |
$1.31K - $1.41K
|
1.69K
$588K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5+ 0.68% |
$1.31K - $1.41K
|
737
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.57% |
$1.31K - $1.41K
|
882
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.12% |
$1.31K - $1.41K
|
4.31K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
$1.31K - $1.41K
|
2.62K
$913K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
4+ 0.14% |
$1.05K - $1.13K
|
2.93K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.14% |
$1.05K - $1.13K
|
2.78K
$969K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$1.05K - $1.13K
|
10.8K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
4+ 3.28% |
$1.05K - $1.13K
|
126
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.22% |
$1.05K - $1.13K
|
1.8K
$625K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3+ 0.06% |
$787 - $845
|
4.92K
$1.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.18% |
$787 - $845
|
1.72K
$597K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.2% |
$787 - $845
|
1.5K
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3+ 0.32% |
$787 - $845
|
941
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$787 - $845
|
3.14K
$1.09M
|