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 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-576- 1.54% |
$151K - $162K
|
36.9K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-576- 13.65% |
$151K - $162K
|
3.64K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-580- 11.55% |
$152K - $163K
|
4.44K
$1.53M
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-583- 5.6% |
$153K - $164K
|
9.83K
$3.39M
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-586- 13.53% |
$154K - $165K
|
3.74K
$1.29M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-587- 8.76% |
$154K - $165K
|
6.12K
$2.11M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-593- 39.69% |
$156K - $167K
|
901
$311K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-596- 1.37% |
$156K - $168K
|
42.8K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-600- 5.06% |
$157K - $169K
|
11.3K
$3.88M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-600- 1.91% |
$157K - $169K
|
30.8K
$10.6M
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-606- 4.88% |
$159K - $171K
|
11.8K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-606- 3.24% |
$159K - $171K
|
18.1K
$6.25M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-609- 1.08% |
$160K - $171K
|
55.9K
$19.3M
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-610- 6.34% |
$160K - $172K
|
9.01K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-610- 15.98% |
$160K - $172K
|
3.21K
$1.11M
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-611- 4.94% |
$160K - $172K
|
11.8K
$4.06M
|
|
Aug 14, 2024
Q2 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-611- 1.75% |
$160K - $172K
|
34.3K
$11.8M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-628- 2.15% |
$165K - $177K
|
28.6K
$9.87M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-631- 3.31% |
$166K - $178K
|
18.4K
$6.35M
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-637- 2.59% |
$167K - $179K
|
24K
$8.28M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-643- 1.75% |
$169K - $181K
|
36.1K
$12.5M
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-648- 0.65% |
$170K - $182K
|
99.1K
$34.2M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-651- 4.89% |
$171K - $183K
|
12.7K
$4.37M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-655- 2.73% |
$172K - $184K
|
23.3K
$8.04M
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-656- 21.93% |
$172K - $185K
|
2.34K
$806K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-657- 1.29% |
$172K - $185K
|
50.1K
$17.3M
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-663- 0.39% |
$174K - $187K
|
171K
$59M
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-664- 1.37% |
$174K - $187K
|
47.7K
$16.5M
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-666- 1.08% |
$175K - $187K
|
61.1K
$21.1M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-675- 5.26% |
$177K - $190K
|
12.2K
$4.19M
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-678- 2.57% |
$178K - $191K
|
25.7K
$8.88M
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-679- 17.74% |
$178K - $191K
|
3.15K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-679- 4.76% |
$178K - $191K
|
13.6K
$4.69M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-680- 5.76% |
$178K - $191K
|
11.1K
$3.84M
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-687- 1.69% |
$180K - $193K
|
39.9K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-692- 1.5% |
$182K - $195K
|
45.5K
$15.7M
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-693- 15.55% |
$182K - $195K
|
3.76K
$1.3M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-715- 1.58% |
$188K - $201K
|
44.5K
$15.4M
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-716- 1.99% |
$188K - $202K
|
35.2K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-717- 1.78% |
$188K - $202K
|
39.6K
$13.7M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-720Closed |
$189K - $203K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-722- 0.55% |
$190K - $203K
|
131K
$45.3M
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-732- 0.61% |
$192K - $206K
|
120K
$41.4M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-733- 37.88% |
$192K - $206K
|
1.2K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-737- 0.15% |
$193K - $207K
|
489K
$169M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-740- 0.61% |
$194K - $208K
|
121K
$41.7M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-743- 10.83% |
$195K - $209K
|
6.12K
$2.11M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-744- 0.56% |
$195K - $209K
|
132K
$45.5M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-746- 3.94% |
$196K - $210K
|
18.2K
$6.28M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-746- 15.79% |
$196K - $210K
|
3.98K
$1.37M
|