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
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11- 0.77% |
$2.79K - $3.21K
|
1.42K
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.52% |
$2.79K - $3.21K
|
2.1K
$730K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-11- 0.2% |
$2.79K - $3.21K
|
5.53K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-11- 0.03% |
$2.79K - $3.21K
|
41.7K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11- 0.32% |
$2.79K - $3.21K
|
3.39K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-12- 0.07% |
$3.04K - $3.5K
|
17.1K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-12- 1.3% |
$3.04K - $3.5K
|
912
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12- 7.95% |
$3.04K - $3.5K
|
139
$48.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-13- 0.24% |
$3.3K - $3.79K
|
5.38K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13- 3.68% |
$3.3K - $3.79K
|
340
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-13- 0.35% |
$3.3K - $3.79K
|
3.69K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-13- 1.16% |
$3.3K - $3.79K
|
1.11K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-13- 0.12% |
$3.3K - $3.79K
|
10.5K
$3.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-14- 0.08% |
$3.55K - $4.08K
|
16.8K
$5.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-14- 1.0% |
$3.55K - $4.08K
|
1.39K
$483K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-14- 0.27% |
$3.55K - $4.08K
|
5.11K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 3.38% |
$3.55K - $4.08K
|
400
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-14- 0.04% |
$3.55K - $4.08K
|
32.1K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14- 0.42% |
$3.55K - $4.08K
|
3.31K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-14- 1.46% |
$3.55K - $4.08K
|
945
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
- |
-14- -0.0% |
$3.55K - $4.08K
|
1.21M
$423M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.7% |
$3.81K - $4.37K
|
2.13K
$740K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-15- 0.16% |
$3.81K - $4.37K
|
9.21K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.52% |
$3.81K - $4.37K
|
2.89K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-15- 0.03% |
$3.81K - $4.37K
|
50K
$17.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-16- 1.66% |
$4.06K - $4.66K
|
947
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-16- 1.12% |
$4.06K - $4.66K
|
1.42K
$493K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-16- 1.57% |
$4.06K - $4.66K
|
1K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-16- 0.52% |
$4.06K - $4.66K
|
3.06K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 1.41% |
$4.06K - $4.66K
|
1.12K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-16- 1.53% |
$4.06K - $4.66K
|
1.03K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-16- 0.3% |
$4.06K - $4.66K
|
5.37K
$1.87M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-16- 0.9% |
$4.06K - $4.66K
|
1.76K
$612K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17- 2.0% |
$4.31K - $4.96K
|
833
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-17- 0.36% |
$4.31K - $4.96K
|
4.7K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17- 1.25% |
$4.31K - $4.96K
|
1.34K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17- 0.31% |
$4.31K - $4.96K
|
5.51K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-17- 0.02% |
$4.31K - $4.96K
|
86.8K
$30.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18- 0.05% |
$4.57K - $5.25K
|
37.3K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-18- 0.06% |
$4.57K - $5.25K
|
31.4K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$4.82K - $5.54K
|
3.67K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-19- 0.07% |
$4.82K - $5.54K
|
27K
$9.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-19- 0.56% |
$4.82K - $5.54K
|
3.34K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-20- 0.54% |
$5.07K - $5.83K
|
3.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 0.14% |
$5.07K - $5.83K
|
14.6K
$5.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-21- 0.45% |
$5.33K - $6.12K
|
4.6K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-21- 1.09% |
$5.33K - $6.12K
|
1.91K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-21- 0.91% |
$5.33K - $6.12K
|
2.28K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-21- 1.88% |
$5.33K - $6.12K
|
1.09K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-21- 0.03% |
$5.33K - $6.12K
|
61.7K
$21.5M
|