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
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
219+ 27.76% |
$55.6K - $63.9K
|
1.01K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
218+ 4.46% |
$55.3K - $63.6K
|
5.11K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
218+ 3.2% |
$55.3K - $63.6K
|
7.04K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
216+ 6.21% |
$54.8K - $63K
|
3.69K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
215+ 7.77% |
$54.6K - $62.7K
|
2.98K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
215+ 0.28% |
$54.6K - $62.7K
|
77K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
215+ 0.98% |
$54.6K - $62.7K
|
22.1K
$7.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
214+ 5.45% |
$54.3K - $62.4K
|
4.14K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
214+ 1.4% |
$54.3K - $62.4K
|
15.4K
$5.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
212+ 1.0% |
$53.8K - $61.8K
|
21.4K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
212+ 18.18% |
$53.8K - $61.8K
|
1.38K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
210+ 6.42% |
$53.3K - $61.2K
|
3.48K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
210+ 3.47% |
$53.3K - $61.2K
|
6.27K
$2.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
209+ 1.37% |
$53K - $60.9K
|
15.5K
$5.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
208+ 2.02% |
$52.8K - $60.6K
|
10.5K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
208+ 17.32% |
$52.8K - $60.6K
|
1.41K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
208+ 2.21% |
$52.8K - $60.6K
|
9.61K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
207+ 23.85% |
$52.5K - $60.4K
|
1.08K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
207+ 19.51% |
$52.5K - $60.4K
|
1.27K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
206+ 9.86% |
$52.3K - $60.1K
|
2.3K
$799K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
206+ 4.32% |
$52.3K - $60.1K
|
4.98K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
206+ 1.98% |
$52.3K - $60.1K
|
10.6K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
205+ 0.61% |
$52K - $59.8K
|
33.7K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
204+ 2.36% |
$51.8K - $59.5K
|
8.84K
$3.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
204+ 0.93% |
$51.8K - $59.5K
|
22.1K
$7.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
203+ 0.75% |
$51.5K - $59.2K
|
27.2K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
203+ 8.27% |
$51.5K - $59.2K
|
2.66K
$925K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
202+ 2.28% |
$51.3K - $58.9K
|
9.06K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
202+ 0.84% |
$51.3K - $58.9K
|
24.2K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
201+ 6.37% |
$51K - $58.6K
|
3.36K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
200+ 14.51% |
$50.7K - $58.3K
|
1.58K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
200+ 1.78% |
$50.7K - $58.3K
|
11.5K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
200+ 4.61% |
$50.7K - $58.3K
|
4.54K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 9.73% |
$50.7K - $58.3K
|
2.26K
$785K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
200+ 1.45% |
$50.7K - $58.3K
|
14K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
199+ 1.59% |
$50.5K - $58K
|
12.7K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
199+ 3.68% |
$50.5K - $58K
|
5.61K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
199+ 6.26% |
$50.5K - $58K
|
3.38K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
198+ 1.32% |
$50.2K - $57.7K
|
15.1K
$5.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
197New |
$50K - $57.4K
|
197
$68.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
197+ 1.94% |
$50K - $57.4K
|
10.4K
$3.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
196+ 6.15% |
$49.7K - $57.1K
|
3.39K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
196+ 13.11% |
$49.7K - $57.1K
|
1.69K
$589K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
195+ 4.42% |
$49.5K - $56.9K
|
4.61K
$1.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
194+ 1.85% |
$49.2K - $56.6K
|
10.7K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
194+ 0.52% |
$49.2K - $56.6K
|
37.8K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
191+ 4.36% |
$48.5K - $55.7K
|
4.57K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
190+ 5.91% |
$48.2K - $55.4K
|
3.41K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
190+ 4.91% |
$48.2K - $55.4K
|
4.06K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
189+ 14.09% |
$48K - $55.1K
|
1.53K
$532K
|