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 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.45K+ 15.08% |
$367K - $421K
|
11K
$3.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.43K+ 2.18% |
$363K - $417K
|
67K
$23.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.41K+ 8.6% |
$359K - $412K
|
17.8K
$6.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.41KNew |
$357K - $410K
|
1.41K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.4K+ 27.15% |
$354K - $407K
|
6.53K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 0.54% |
$353K - $406K
|
260K
$89.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.38K+ 3.22% |
$351K - $404K
|
44.4K
$15.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 9.88% |
$350K - $403K
|
15.4K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.37K+ 2.87% |
$349K - $401K
|
49.2K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.37K+ 0.32% |
$348K - $400K
|
429K
$148M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.36K+ 2.73% |
$345K - $397K
|
51.2K
$17.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.36KNew |
$345K - $396K
|
1.36K
$470K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.35K+ 25.68% |
$343K - $394K
|
6.61K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.34K+ 1.82% |
$341K - $392K
|
75.3K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.34K+ 3.55% |
$341K - $391K
|
39.1K
$13.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.34KNew |
$340K - $391K
|
1.34K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.33K+ 75.4% |
$338K - $389K
|
3.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.33K+ 62.07% |
$337K - $387K
|
3.47K
$1.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.32KNew |
$336K - $386K
|
1.32K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.32K+ 1.65% |
$335K - $385K
|
81.3K
$28.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 3.75% |
$335K - $385K
|
36.5K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.45% |
$332K - $381K
|
54.6K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.3K+ 102.52% |
$330K - $379K
|
2.57K
$888K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.3K+ 1.05% |
$330K - $379K
|
125K
$43.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.3KNew |
$329K - $378K
|
1.3K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.29KNew |
$327K - $376K
|
1.29K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.28K+ 8.05% |
$325K - $374K
|
17.2K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.28K+ 22.25% |
$324K - $373K
|
7.02K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.28K+ 6.89% |
$324K - $373K
|
19.8K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 0.63% |
$323K - $371K
|
203K
$70.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.27KNew |
$323K - $371K
|
1.27K
$440K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.27K+ 3.09% |
$323K - $371K
|
42.4K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.26K+ 6.7% |
$319K - $367K
|
20.1K
$6.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.26K+ 100.0% |
$319K - $367K
|
2.52K
$870K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.25K+ 6.2% |
$318K - $365K
|
21.5K
$7.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 0.74% |
$318K - $365K
|
170K
$58.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.24K+ 4.28% |
$316K - $363K
|
30.3K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.24K+ 8.76% |
$315K - $362K
|
15.4K
$5.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.24K+ 4.8% |
$314K - $361K
|
27K
$9.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 5.93% |
$314K - $360K
|
22.1K
$7.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23KNew |
$311K - $357K
|
1.23K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.22K+ 6.75% |
$309K - $355K
|
19.3K
$6.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.22KNew |
$309K - $355K
|
1.22K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 3.7% |
$308K - $354K
|
34K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 15.21% |
$307K - $353K
|
9.17K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.46% |
$304K - $350K
|
261K
$90.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.2KNew |
$304K - $350K
|
1.2K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.2K+ 4.73% |
$304K - $349K
|
26.5K
$9.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.2K+ 2.11% |
$303K - $349K
|
57.9K
$20M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.19K+ 10.09% |
$302K - $347K
|
13K
$4.49M
|