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 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$1.78K - $2.04K
|
992
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.91% |
$1.78K - $2.04K
|
779
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 25.0% |
$1.78K - $2.04K
|
35
$12.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7+ 0.2% |
$1.78K - $2.04K
|
3.43K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
7+ 0.11% |
$1.78K - $2.04K
|
6.1K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.63% |
$1.78K - $2.04K
|
436
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7+ 0.88% |
$1.78K - $2.04K
|
801
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7+ 0.04% |
$1.78K - $2.04K
|
17.1K
$5.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
921
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.31% |
$1.52K - $1.75K
|
1.96K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6+ 0.55% |
$1.52K - $1.75K
|
1.09K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.03% |
$1.52K - $1.75K
|
17.4K
$5.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
918
$317K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.31K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.19% |
$1.27K - $1.46K
|
424
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
$1.27K - $1.46K
|
2.63K
$907K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.76% |
$1.27K - $1.46K
|
666
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$1.27K - $1.46K
|
5.13K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.28K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.13% |
$1.27K - $1.46K
|
3.98K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.24% |
$1.01K - $1.17K
|
1.69K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
4+ 0.06% |
$1.01K - $1.17K
|
6.73K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 0.09% |
$1.01K - $1.17K
|
4.44K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
4+ 0.34% |
$1.01K - $1.17K
|
1.18K
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.19% |
$1.01K - $1.17K
|
2.1K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4+ 0.17% |
$1.01K - $1.17K
|
2.41K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$1.01K - $1.17K
|
1.43K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3+ 0.17% |
$761 - $875
|
1.81K
$624K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.5% |
$761 - $875
|
607
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
3+ 0.34% |
$761 - $875
|
888
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.03% |
$761 - $875
|
10.7K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.69% |
$761 - $875
|
439
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.17% |
$761 - $875
|
1.72K
$593K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.24% |
$761 - $875
|
1.23K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3+ 0.16% |
$761 - $875
|
1.87K
$644K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$761 - $875
|
2.46K
$849K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3+ 0.02% |
$761 - $875
|
12.2K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3+ 0.05% |
$761 - $875
|
6.22K
$2.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$507 - $583
|
5K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2+ 0.24% |
$507 - $583
|
832
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$507 - $583
|
1.63K
$561K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$507 - $583
|
2.43K
$838K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$507 - $583
|
2.57K
$888K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$507 - $583
|
1.3K
$449K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.16% |
$507 - $583
|
1.25K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
2+ 0.16% |
$507 - $583
|
1.26K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$507 - $583
|
3.45K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$507 - $583
|
10.8K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.22% |
$507 - $583
|
897
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.07% |
$507 - $583
|
2.79K
$962K
|