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 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-14- 1.77% |
$3.67K - $3.94K
|
779
$269K
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-14- 0.81% |
$3.67K - $3.94K
|
1.71K
$590K
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-14- 0.04% |
$3.67K - $3.94K
|
36.6K
$12.6M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-14- 0.83% |
$3.67K - $3.94K
|
1.68K
$578K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-15- 1.02% |
$3.94K - $4.22K
|
1.46K
$502K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 1.27% |
$3.94K - $4.22K
|
1.16K
$401K
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 8.57% |
$3.94K - $4.22K
|
160
$55.2K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.29% |
$3.94K - $4.22K
|
5.2K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15- 0.31% |
$3.94K - $4.22K
|
4.85K
$1.67M
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 0.11% |
$4.2K - $4.5K
|
14.6K
$5.04M
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-16- 0.46% |
$4.2K - $4.5K
|
3.48K
$1.2M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-16- 1.73% |
$4.2K - $4.5K
|
909
$314K
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-16- 1.72% |
$4.2K - $4.5K
|
912
$315K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-17- 0.8% |
$4.46K - $4.79K
|
2.11K
$728K
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-17- 1.6% |
$4.46K - $4.79K
|
1.04K
$360K
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-17- 0.18% |
$4.46K - $4.79K
|
9.35K
$3.23M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 2.0% |
$4.72K - $5.07K
|
882
$304K
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
SELL
|
- |
-18- 1.73% |
$4.72K - $5.07K
|
1.02K
$353K
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-18- 2.1% |
$4.72K - $5.07K
|
839
$290K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-18- 1.01% |
$4.72K - $5.07K
|
1.76K
$608K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-18- 0.39% |
$4.72K - $5.07K
|
4.54K
$1.57M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$4.72K - $5.07K
|
11.3K
$3.89M
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-18- 0.98% |
$4.72K - $5.07K
|
1.81K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-18- 0.7% |
$4.72K - $5.07K
|
2.57K
$887K
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-18- 0.53% |
$4.72K - $5.07K
|
3.41K
$1.18M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 5.22% |
$4.99K - $5.35K
|
345
$119K
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-19- 1.51% |
$4.99K - $5.35K
|
1.24K
$427K
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-19- 0.11% |
$4.99K - $5.35K
|
18K
$6.22M
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 3.33% |
$5.25K - $5.63K
|
581
$201K
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-20- 0.38% |
$5.25K - $5.63K
|
5.18K
$1.79M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 1.93% |
$5.25K - $5.63K
|
1.02K
$350K
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 1.45% |
$5.25K - $5.63K
|
1.36K
$470K
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-20- 0.27% |
$5.25K - $5.63K
|
7.51K
$2.59M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-20- 0.17% |
$5.25K - $5.63K
|
12K
$4.13M
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-20- 0.14% |
$5.25K - $5.63K
|
14.2K
$4.9M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20- 0.09% |
$5.25K - $5.63K
|
21.4K
$7.38M
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-20- 0.38% |
$5.25K - $5.63K
|
5.31K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-20- 0.28% |
$5.25K - $5.63K
|
7.09K
$2.45M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 0.44% |
$5.25K - $5.63K
|
4.55K
$1.57M
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-21- 0.65% |
$5.51K - $5.91K
|
3.22K
$1.11M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-21- 2.32% |
$5.51K - $5.91K
|
885
$305K
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-21- 2.04% |
$5.51K - $5.91K
|
1.01K
$348K
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-21- 0.39% |
$5.51K - $5.91K
|
5.41K
$1.87M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-21- 0.22% |
$5.51K - $5.91K
|
9.38K
$3.24M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.82% |
$5.51K - $5.91K
|
2.56K
$882K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-22- 0.63% |
$5.77K - $6.19K
|
3.46K
$1.19M
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-22- 0.4% |
$5.77K - $6.19K
|
5.41K
$1.87M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-23- 0.66% |
$6.04K - $6.47K
|
3.45K
$1.19M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-23- 1.54% |
$6.04K - $6.47K
|
1.47K
$508K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-23- 0.93% |
$6.04K - $6.47K
|
2.46K
$849K
|