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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
362+ 7.66% |
$99.1K - $116K
|
5.09K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
360+ 1.01% |
$98.6K - $116K
|
35.9K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
357+ 10.48% |
$97.8K - $115K
|
3.76K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
355+ 46.04% |
$97.2K - $114K
|
1.13K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
355+ 1.98% |
$97.2K - $114K
|
18.3K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
354+ 1.65% |
$96.9K - $114K
|
21.8K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
354+ 46.58% |
$96.9K - $114K
|
1.11K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
352+ 1.63% |
$96.4K - $113K
|
21.9K
$7.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
352+ 2.89% |
$96.4K - $113K
|
12.5K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
352+ 168.42% |
$96.4K - $113K
|
561
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
352+ 42.46% |
$96.4K - $113K
|
1.18K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
352+ 6.31% |
$96.4K - $113K
|
5.93K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
352+ 6.97% |
$96.4K - $113K
|
5.4K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
346+ 2.27% |
$94.8K - $111K
|
15.6K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
345+ 5.42% |
$94.5K - $111K
|
6.71K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
344+ 4.92% |
$94.2K - $110K
|
7.34K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
344+ 10.49% |
$94.2K - $110K
|
3.62K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
343+ 4.1% |
$93.9K - $110K
|
8.71K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
339+ 2.6% |
$92.8K - $109K
|
13.4K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
338+ 0.53% |
$92.6K - $108K
|
64.4K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
338+ 5.21% |
$92.6K - $108K
|
6.82K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
337+ 2.62% |
$92.3K - $108K
|
13.2K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
337+ 1.77% |
$92.3K - $108K
|
19.4K
$6.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
337+ 21.67% |
$92.3K - $108K
|
1.89K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
337+ 16.82% |
$92.3K - $108K
|
2.34K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
336+ 34.43% |
$92K - $108K
|
1.31K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
336+ 20.36% |
$92K - $108K
|
1.99K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
336+ 5.64% |
$92K - $108K
|
6.29K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
334+ 2.42% |
$91.5K - $107K
|
14.2K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
333New |
$91.2K - $107K
|
333
$116K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
331+ 16.31% |
$90.7K - $106K
|
2.36K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
330New |
$90.4K - $106K
|
330
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
327+ 15.5% |
$89.6K - $105K
|
2.44K
$849K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
324+ 8.91% |
$88.7K - $104K
|
3.96K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
324+ 9.94% |
$88.7K - $104K
|
3.58K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
321+ 3.32% |
$87.9K - $103K
|
9.98K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
321+ 6.39% |
$87.9K - $103K
|
5.35K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
321+ 21.08% |
$87.9K - $103K
|
1.84K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
320+ 4.9% |
$87.6K - $103K
|
6.84K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
317+ 1.19% |
$86.8K - $102K
|
26.9K
$9.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
316+ 1.08% |
$86.5K - $101K
|
29.7K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
316+ 31.16% |
$86.5K - $101K
|
1.33K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
311+ 1.41% |
$85.2K - $99.8K
|
22.4K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
310+ 3.61% |
$84.9K - $99.5K
|
8.9K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
308+ 0.99% |
$84.4K - $98.8K
|
31.4K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
306+ 5.07% |
$83.8K - $98.2K
|
6.34K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
306+ 3.37% |
$83.8K - $98.2K
|
9.39K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
305+ 5.58% |
$83.5K - $97.9K
|
5.77K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
305+ 1.61% |
$83.5K - $97.9K
|
19.2K
$6.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
304+ 8.16% |
$83.3K - $97.6K
|
4.03K
$1.4M
|