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 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-309- 5.18% |
$78.4K - $90.1K
|
5.65K
$1.95M
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-310- 3.69% |
$78.7K - $90.4K
|
8.09K
$2.79M
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-310- 10.69% |
$78.7K - $90.4K
|
2.59K
$894K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-315- 7.36% |
$79.9K - $91.8K
|
3.97K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-316- 90.03% |
$80.2K - $92.1K
|
35
$12.1K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-317- 8.23% |
$80.4K - $92.4K
|
3.53K
$1.22M
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-319- 3.28% |
$80.9K - $93K
|
9.42K
$3.25M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-319- 8.32% |
$80.9K - $93K
|
3.52K
$1.21M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-320- 17.8% |
$81.2K - $93.3K
|
1.48K
$510K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-321- 11.8% |
$81.5K - $93.6K
|
2.4K
$828K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-323- 10.02% |
$82K - $94.2K
|
2.9K
$1M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-324- 2.74% |
$82.2K - $94.5K
|
11.5K
$3.98M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-324- 0.54% |
$82.2K - $94.5K
|
60.1K
$20.8M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-324- 0.06% |
$82.2K - $94.5K
|
583K
$201M
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-329- 24.85% |
$83.5K - $95.9K
|
995
$343K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-330- 7.9% |
$83.7K - $96.2K
|
3.85K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-330- 14.22% |
$83.7K - $96.2K
|
1.99K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.11% |
$83.7K - $96.2K
|
15.3K
$5.28M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-334- 2.36% |
$84.7K - $97.4K
|
13.8K
$4.77M
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-339- 3.32% |
$86K - $98.8K
|
9.86K
$3.4M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-340- 3.2% |
$86.3K - $99.1K
|
10.3K
$3.55M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-343- 0.67% |
$87K - $100K
|
51.2K
$17.7M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-345- 2.9% |
$87.5K - $101K
|
11.5K
$3.99M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-348- 1.73% |
$88.3K - $101K
|
19.7K
$6.82M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-350- 0.17% |
$88.8K - $102K
|
207K
$71.4M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-350- 22.64% |
$88.8K - $102K
|
1.2K
$413K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-351- 6.52% |
$89.1K - $102K
|
5.03K
$1.74M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-351- 12.11% |
$89.1K - $102K
|
2.55K
$879K
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-352- 0.32% |
$89.3K - $103K
|
108K
$37.3M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-354- 4.4% |
$89.8K - $103K
|
7.7K
$2.66M
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-354- 22.78% |
$89.8K - $103K
|
1.2K
$414K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-356- 4.63% |
$90.3K - $104K
|
7.34K
$2.53M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-357- 10.57% |
$90.6K - $104K
|
3.02K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-358- 0.49% |
$90.8K - $104K
|
72.7K
$25.1M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-358- 0.24% |
$90.8K - $104K
|
149K
$51.5M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-360- 1.56% |
$91.3K - $105K
|
22.7K
$7.82M
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-363- 1.36% |
$92.1K - $106K
|
26.4K
$9.12M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-364- 18.94% |
$92.4K - $106K
|
1.56K
$538K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-367- 30.46% |
$93.1K - $107K
|
838
$289K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-367- 7.73% |
$93.1K - $107K
|
4.38K
$1.51M
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-368- 1.8% |
$93.4K - $107K
|
20K
$6.91M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-368- 31.45% |
$93.4K - $107K
|
802
$277K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-368- 2.85% |
$93.4K - $107K
|
12.5K
$4.33M
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-371- 4.74% |
$94.1K - $108K
|
7.45K
$2.57M
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-372- 0.67% |
$94.4K - $108K
|
54.9K
$18.9M
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-376- 2.01% |
$95.4K - $110K
|
18.4K
$6.34M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-377- 8.97% |
$95.7K - $110K
|
3.83K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-377- 3.54% |
$95.7K - $110K
|
10.3K
$3.55M
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-380- 8.87% |
$96.4K - $111K
|
3.91K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-380- 2.15% |
$96.4K - $111K
|
17.3K
$5.96M
|