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 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
617+ 5.97% |
$157K - $180K
|
11K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
617+ 5.01% |
$157K - $180K
|
12.9K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
615+ 32.94% |
$156K - $179K
|
2.48K
$857K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
614+ 14.08% |
$156K - $179K
|
4.97K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
614+ 50.62% |
$156K - $179K
|
1.83K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
614+ 6.39% |
$156K - $179K
|
10.2K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
613+ 2.14% |
$156K - $179K
|
29.3K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
612+ 9.79% |
$155K - $178K
|
6.86K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
612+ 0.15% |
$155K - $178K
|
422K
$146M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
611+ 6.41% |
$155K - $178K
|
10.1K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
610+ 0.58% |
$155K - $178K
|
106K
$36.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
610+ 4.18% |
$155K - $178K
|
15.2K
$5.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
607+ 15.27% |
$154K - $177K
|
4.58K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
607+ 8.43% |
$154K - $177K
|
7.81K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
607+ 7.03% |
$154K - $177K
|
9.24K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
604+ 15.93% |
$153K - $176K
|
4.4K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
603+ 31.21% |
$153K - $176K
|
2.54K
$875K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
597+ 3.61% |
$151K - $174K
|
17.1K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
596+ 1.71% |
$151K - $174K
|
35.4K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
595+ 4.85% |
$151K - $173K
|
12.9K
$4.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
591+ 3.91% |
$150K - $172K
|
15.7K
$5.42M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
587+ 0.74% |
$149K - $171K
|
80.1K
$27.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
586+ 5.03% |
$149K - $171K
|
12.2K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
578+ 3.98% |
$147K - $169K
|
15.1K
$5.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
567+ 0.32% |
$144K - $165K
|
175K
$60.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
567+ 2.98% |
$144K - $165K
|
19.6K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
567+ 0.47% |
$144K - $165K
|
121K
$41.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
565+ 11.03% |
$143K - $165K
|
5.69K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
562+ 15.82% |
$143K - $164K
|
4.11K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
562+ 7.44% |
$143K - $164K
|
8.12K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
561+ 42.63% |
$142K - $164K
|
1.88K
$648K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
558+ 64.51% |
$142K - $163K
|
1.42K
$491K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
554+ 3.66% |
$141K - $162K
|
15.7K
$5.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
554+ 10.81% |
$141K - $162K
|
5.68K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
553+ 0.9% |
$140K - $161K
|
61.8K
$21.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
551+ 5.15% |
$140K - $161K
|
11.2K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
550+ 0.3% |
$140K - $160K
|
186K
$64M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
547+ 28.73% |
$139K - $159K
|
2.45K
$846K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
543+ 4.35% |
$138K - $158K
|
13K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
543+ 3.49% |
$138K - $158K
|
16.1K
$5.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
542+ 17.36% |
$138K - $158K
|
3.67K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
542+ 0.82% |
$138K - $158K
|
66.8K
$23.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
539+ 15.68% |
$137K - $157K
|
3.98K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
538+ 66.09% |
$137K - $157K
|
1.35K
$467K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
538+ 0.83% |
$137K - $157K
|
65.7K
$22.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
537+ 6.95% |
$136K - $157K
|
8.27K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
536+ 4.0% |
$136K - $156K
|
13.9K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
535New |
$136K - $156K
|
535
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
530+ 3.69% |
$134K - $155K
|
14.9K
$5.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
530+ 3.76% |
$134K - $155K
|
14.6K
$5.04M
|