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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
861+ 71.1% |
$218K - $251K
|
2.07K
$715K
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
861+ 2.49% |
$218K - $251K
|
35.4K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
861+ 3.55% |
$218K - $251K
|
25.1K
$8.67M
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
860+ 6.68% |
$218K - $251K
|
13.7K
$4.74M
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
859+ 0.42% |
$218K - $250K
|
207K
$71.4M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
856+ 15.79% |
$217K - $250K
|
6.28K
$2.17M
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
855+ 11.25% |
$217K - $249K
|
8.46K
$2.92M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
854New |
$217K - $249K
|
854
$295K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
854New |
$217K - $249K
|
854
$295K
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
853+ 43.81% |
$216K - $249K
|
2.8K
$966K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
852+ 9.65% |
$216K - $248K
|
9.69K
$3.34M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
845+ 14.88% |
$214K - $246K
|
6.52K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
845+ 15.21% |
$214K - $246K
|
6.4K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
841+ 3.28% |
$213K - $245K
|
26.5K
$9.14M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
839+ 0.52% |
$213K - $245K
|
164K
$56.5M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
837+ 3.68% |
$212K - $244K
|
23.6K
$8.15M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
836+ 9.06% |
$212K - $244K
|
10.1K
$3.47M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
835New |
$212K - $243K
|
835
$288K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
835+ 27.78% |
$212K - $243K
|
3.84K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
831+ 2.51% |
$211K - $242K
|
33.9K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
829+ 10.48% |
$210K - $242K
|
8.74K
$3.02M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
829New |
$210K - $242K
|
829
$286K
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
825New |
$209K - $241K
|
825
$285K
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
821New |
$208K - $239K
|
821
$283K
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
820+ 0.94% |
$208K - $239K
|
87.8K
$30.3M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
817+ 38.47% |
$207K - $238K
|
2.94K
$1.02M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
816New |
$207K - $238K
|
816
$282K
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
815+ 4.1% |
$207K - $238K
|
20.7K
$7.14M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
815New |
$207K - $238K
|
815
$281K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
812New |
$206K - $237K
|
812
$280K
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
812+ 4.75% |
$206K - $237K
|
17.9K
$6.19M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
811+ 69.97% |
$206K - $236K
|
1.97K
$680K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
807+ 1.79% |
$205K - $235K
|
46K
$15.9M
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
807+ 2.16% |
$205K - $235K
|
38.1K
$13.1M
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
799+ 20.43% |
$203K - $233K
|
4.71K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
799New |
$203K - $233K
|
799
$276K
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
796New |
$202K - $232K
|
796
$275K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
789New |
$200K - $230K
|
789
$272K
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
788New |
$200K - $230K
|
788
$272K
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
785+ 1.34% |
$199K - $229K
|
59.3K
$20.5M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
784+ 2.82% |
$199K - $229K
|
28.6K
$9.88M
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
784New |
$199K - $229K
|
784
$271K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
783New |
$199K - $228K
|
783
$270K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
782New |
$198K - $228K
|
782
$270K
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
782+ 3.45% |
$198K - $228K
|
23.5K
$8.1M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
780+ 4.15% |
$198K - $227K
|
19.6K
$6.76M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
778+ 2.25% |
$197K - $227K
|
35.3K
$12.2M
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
776New |
$197K - $226K
|
776
$268K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
773+ 1.4% |
$196K - $225K
|
56.1K
$19.4M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
772+ 10.34% |
$196K - $225K
|
8.24K
$2.84M
|