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 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
50+ 0.55% |
$12.7K - $14.6K
|
9.18K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50+ 2.19% |
$12.7K - $14.6K
|
2.33K
$804K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50+ 96.15% |
$12.7K - $14.6K
|
102
$35.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
49+ 5.41% |
$12.4K - $14.3K
|
954
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
49+ 6.99% |
$12.4K - $14.3K
|
750
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
49+ 2.62% |
$12.4K - $14.3K
|
1.92K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
49+ 1.71% |
$12.4K - $14.3K
|
2.92K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48+ 3.07% |
$12.2K - $14K
|
1.61K
$556K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
48+ 1.68% |
$12.2K - $14K
|
2.91K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
48+ 3.15% |
$12.2K - $14K
|
1.57K
$542K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
48+ 2.05% |
$12.2K - $14K
|
2.39K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
47+ 0.88% |
$11.9K - $13.7K
|
5.36K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
47+ 0.3% |
$11.9K - $13.7K
|
15.8K
$5.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
46+ 2.51% |
$11.7K - $13.4K
|
1.88K
$648K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
45+ 0.45% |
$11.4K - $13.1K
|
10K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
45+ 0.24% |
$11.4K - $13.1K
|
18.4K
$6.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
45+ 5.73% |
$11.4K - $13.1K
|
831
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
44+ 1.87% |
$11.2K - $12.8K
|
2.4K
$827K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
44+ 6.02% |
$11.2K - $12.8K
|
775
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
43+ 0.73% |
$10.9K - $12.5K
|
5.91K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 3.97% |
$10.9K - $12.5K
|
1.13K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
43+ 8.32% |
$10.9K - $12.5K
|
560
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
42+ 0.17% |
$10.7K - $12.2K
|
24.6K
$8.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
42+ 1.0% |
$10.7K - $12.2K
|
4.23K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
42+ 3.1% |
$10.7K - $12.2K
|
1.4K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
42+ 1.68% |
$10.7K - $12.2K
|
2.54K
$877K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 1.63% |
$10.7K - $12.2K
|
2.61K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42+ 1.0% |
$10.7K - $12.2K
|
4.26K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
42+ 0.13% |
$10.7K - $12.2K
|
32.4K
$11.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
41+ 1.02% |
$10.4K - $12K
|
4.04K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
41+ 0.19% |
$10.4K - $12K
|
21.5K
$7.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
41+ 0.17% |
$10.4K - $12K
|
24.5K
$8.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
41+ 0.18% |
$10.4K - $12K
|
22.3K
$7.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
41New |
$10.4K - $12K
|
41
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
41+ 0.57% |
$10.4K - $12K
|
7.23K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
41+ 0.79% |
$10.4K - $12K
|
5.24K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
41+ 0.91% |
$10.4K - $12K
|
4.55K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
41+ 2.45% |
$10.4K - $12K
|
1.72K
$592K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
41+ 0.18% |
$10.4K - $12K
|
23.1K
$7.97M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 2.07% |
$10.1K - $11.7K
|
1.97K
$680K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
40+ 1.26% |
$10.1K - $11.7K
|
3.21K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
40+ 0.22% |
$10.1K - $11.7K
|
18.3K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
40+ 30.53% |
$10.1K - $11.7K
|
171
$59K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.68% |
$10.1K - $11.7K
|
5.89K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
39+ 3.6% |
$9.9K - $11.4K
|
1.12K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
39+ 0.59% |
$9.9K - $11.4K
|
6.61K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.05% |
$9.9K - $11.4K
|
84.9K
$29.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
39+ 0.24% |
$9.9K - $11.4K
|
16.4K
$5.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 8.55% |
$9.9K - $11.4K
|
495
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
39+ 1.4% |
$9.9K - $11.4K
|
2.82K
$972K
|