Purchases and Sales Made in Q3 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.25K+ 3.21% |
$571K - $656K
|
72.4K
$25.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.24K+ 7.19% |
$568K - $653K
|
33.4K
$11.6M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.24KNew |
$568K - $653K
|
2.24K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
2.24K+ 20.6% |
$567K - $652K
|
13.1K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.23K+ 3.7% |
$567K - $651K
|
62.5K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 11.26% |
$567K - $651K
|
22.1K
$7.68M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.23K+ 14.05% |
$566K - $650K
|
18.1K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.22K+ 52.49% |
$564K - $648K
|
6.46K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.21K+ 9.44% |
$560K - $643K
|
25.6K
$8.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.21K+ 3.67% |
$560K - $643K
|
62.3K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.21K+ 27.72% |
$560K - $643K
|
10.2K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.2K+ 92.7% |
$557K - $641K
|
4.57K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.19K+ 4.78% |
$556K - $639K
|
48.1K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 184.04% |
$553K - $635K
|
3.36K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.18K+ 2.7% |
$552K - $634K
|
82.9K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 2.86% |
$551K - $633K
|
78K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.16K+ 7.72% |
$549K - $631K
|
30.2K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.12K+ 5.84% |
$537K - $618K
|
38.4K
$13.4M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.11K+ 10.53% |
$536K - $615K
|
22.1K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.09K+ 19.56% |
$531K - $611K
|
12.8K
$4.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.09K+ 3.85% |
$530K - $608K
|
56.2K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.09K+ 68.79% |
$529K - $608K
|
5.12K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.07K+ 40.98% |
$525K - $603K
|
7.11K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.07K+ 0.59% |
$525K - $603K
|
351K
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.07K+ 2.94% |
$524K - $602K
|
72.2K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 2.26% |
$523K - $601K
|
93.2K
$32.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.06K+ 4.06% |
$522K - $600K
|
52.8K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.05K+ 1.14% |
$521K - $599K
|
182K
$63.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.02K+ 2.0% |
$512K - $588K
|
103K
$35.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.02K+ 1.67% |
$512K - $588K
|
123K
$42.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.98KNew |
$502K - $577K
|
1.98K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.98K+ 0.37% |
$501K - $576K
|
536K
$186M
|
|
|
Nov 12, 2024
Q3 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.98K+ 73.37% |
$501K - $576K
|
4.67K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.97K+ 11.97% |
$500K - $574K
|
18.4K
$6.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.76% |
$496K - $570K
|
113K
$39.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.95K+ 8.14% |
$494K - $567K
|
25.8K
$8.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.92K+ 3.01% |
$487K - $560K
|
65.7K
$22.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 13.52% |
$485K - $557K
|
16K
$5.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.9K+ 3.32% |
$481K - $553K
|
59K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
1.9K+ 7.58% |
$481K - $553K
|
26.9K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.89KNew |
$480K - $552K
|
1.89K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
1.88K+ 2.57% |
$478K - $549K
|
75.2K
$26.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.16% |
$478K - $549K
|
89.1K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.87K+ 2.07% |
$476K - $546K
|
92.4K
$32.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.87K+ 20.98% |
$475K - $546K
|
10.8K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.86K+ 6.22% |
$472K - $542K
|
31.8K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.83KNew |
$465K - $534K
|
1.83K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 2.49% |
$465K - $534K
|
75.3K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.82KNew |
$461K - $529K
|
1.82K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.8K+ 2.44% |
$456K - $524K
|
75.6K
$26.3M
|