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 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
447+ 11.84% |
$113K - $130K
|
4.22K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
443+ 2.83% |
$112K - $129K
|
16.1K
$5.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
436+ 11.68% |
$111K - $127K
|
4.17K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
436+ 3.87% |
$111K - $127K
|
11.7K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
435+ 1.25% |
$110K - $127K
|
35.2K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
435+ 23.84% |
$110K - $127K
|
2.26K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
434+ 1.79% |
$110K - $127K
|
24.7K
$8.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
432+ 4.91% |
$110K - $126K
|
9.23K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
432+ 3.39% |
$110K - $126K
|
13.2K
$4.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
431+ 19.92% |
$109K - $126K
|
2.6K
$896K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
430+ 2.17% |
$109K - $125K
|
20.2K
$6.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
428+ 16.65% |
$109K - $125K
|
3K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
425+ 7.22% |
$108K - $124K
|
6.32K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
425+ 2.41% |
$108K - $124K
|
18K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
422+ 0.7% |
$107K - $123K
|
60.5K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
420+ 1.45% |
$107K - $122K
|
29.4K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
419+ 23.14% |
$106K - $122K
|
2.23K
$770K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
414+ 4.77% |
$105K - $121K
|
9.1K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
414+ 4.83% |
$105K - $121K
|
8.98K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
414+ 1.34% |
$105K - $121K
|
31.3K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
414+ 0.69% |
$105K - $121K
|
60K
$20.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
412+ 27.25% |
$105K - $120K
|
1.92K
$664K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
412+ 2.33% |
$105K - $120K
|
18.1K
$6.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
410+ 2.32% |
$104K - $120K
|
18.1K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
409+ 1.72% |
$104K - $119K
|
24.1K
$8.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
408+ 2.61% |
$104K - $119K
|
16K
$5.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
407+ 5.97% |
$103K - $119K
|
7.22K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
406+ 12.78% |
$103K - $118K
|
3.58K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
406+ 1.12% |
$103K - $118K
|
36.6K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
406+ 39.04% |
$103K - $118K
|
1.45K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
405+ 3.53% |
$103K - $118K
|
11.9K
$4.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
402+ 23.54% |
$102K - $117K
|
2.11K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
402+ 3.89% |
$102K - $117K
|
10.7K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
402+ 33.11% |
$102K - $117K
|
1.62K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
401+ 15.69% |
$102K - $117K
|
2.96K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
400+ 1.5% |
$101K - $117K
|
27K
$9.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.11% |
$101K - $117K
|
375K
$129M
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
400+ 7.2% |
$101K - $117K
|
5.96K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
399+ 2.33% |
$101K - $116K
|
17.5K
$6.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
399+ 1.59% |
$101K - $116K
|
25.4K
$8.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
397+ 1.51% |
$101K - $116K
|
26.7K
$9.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
396+ 14.83% |
$100K - $115K
|
3.07K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
392+ 17.19% |
$99.5K - $114K
|
2.67K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
391+ 1.81% |
$99.2K - $114K
|
22K
$7.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
388+ 11.82% |
$98.5K - $113K
|
3.67K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
388+ 2.46% |
$98.5K - $113K
|
16.1K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
387+ 1.12% |
$98.2K - $113K
|
35K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
386+ 1.19% |
$97.9K - $113K
|
32.8K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
385+ 1.55% |
$97.7K - $112K
|
25.2K
$8.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
384+ 30.14% |
$97.4K - $112K
|
1.66K
$572K
|