Purchases and Sales Made in Q4 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.67K+ 31.63% |
$732K - $858K
|
11.1K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.67K+ 4.35% |
$731K - $856K
|
64K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
2.66K+ 6.05% |
$730K - $855K
|
46.7K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.65K+ 4.29% |
$726K - $851K
|
64.4K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 24.9% |
$726K - $850K
|
13.3K
$4.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63K+ 19.7% |
$720K - $844K
|
16K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.62K+ 12.14% |
$717K - $840K
|
24.2K
$8.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.62K+ 12.31% |
$717K - $840K
|
23.9K
$8.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 3.91% |
$717K - $840K
|
69.6K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.61K+ 77.99% |
$714K - $837K
|
5.95K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.61KNew |
$714K - $837K
|
2.61K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.59K+ 25.17% |
$710K - $832K
|
12.9K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.59K+ 2.78% |
$709K - $831K
|
95.8K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.58KNew |
$707K - $829K
|
2.58K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.58KNew |
$705K - $827K
|
2.58K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.57K+ 80.66% |
$702K - $823K
|
5.75K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.55K+ 12.17% |
$698K - $818K
|
23.5K
$8.19M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
2.55K+ 2.33% |
$697K - $817K
|
112K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.52K+ 24.95% |
$691K - $810K
|
12.6K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52K+ 4.68% |
$690K - $808K
|
56.3K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 241.62% |
$687K - $805K
|
3.55K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
2.51KNew |
$686K - $804K
|
2.51K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
2.5K+ 35.7% |
$684K - $801K
|
9.49K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.49KNew |
$682K - $799K
|
2.49K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.49K+ 3.88% |
$682K - $799K
|
66.7K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.49KNew |
$682K - $799K
|
2.49K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.49KNew |
$681K - $798K
|
2.49K
$867K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.48K+ 1.4% |
$679K - $796K
|
180K
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.46KNew |
$672K - $788K
|
2.46K
$856K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.42KNew |
$664K - $778K
|
2.42K
$844K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.42KNew |
$663K - $777K
|
2.42K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.42K+ 3.62% |
$662K - $776K
|
69.2K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.42K+ 63.15% |
$661K - $775K
|
6.24K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.41K+ 8.35% |
$660K - $774K
|
31.3K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.41K+ 3.79% |
$659K - $772K
|
65.9K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.4KNew |
$658K - $771K
|
2.4K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.4K+ 71.07% |
$657K - $770K
|
5.77K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.4K+ 4.24% |
$656K - $769K
|
58.9K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.39KNew |
$655K - $768K
|
2.39K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.39K+ 52.29% |
$654K - $766K
|
6.95K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.37K+ 0.55% |
$649K - $760K
|
431K
$150M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.36KNew |
$646K - $756K
|
2.36K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.35K+ 10.7% |
$644K - $754K
|
24.3K
$8.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
2.35K+ 94.79% |
$643K - $753K
|
4.83K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.03% |
$643K - $753K
|
35.7K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.35K+ 0.38% |
$642K - $753K
|
612K
$213M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.33K+ 4.19% |
$639K - $749K
|
58K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.31K+ 80.98% |
$632K - $740K
|
5.16K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
2.3K+ 10.44% |
$630K - $738K
|
24.3K
$8.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.28KNew |
$623K - $730K
|
2.28K
$793K
|