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 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
220+ 34.06% |
$60.3K - $70.6K
|
866
$302K
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
219+ 1.84% |
$60K - $70.3K
|
12.1K
$4.22M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
218+ 0.6% |
$59.7K - $70K
|
36.8K
$12.8M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
217+ 2.56% |
$59.4K - $69.6K
|
8.7K
$3.03M
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
217+ 2.35% |
$59.4K - $69.6K
|
9.44K
$3.29M
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
217+ 91.95% |
$59.4K - $69.6K
|
453
$158K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
217+ 1.84% |
$59.4K - $69.6K
|
12K
$4.18M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
216+ 1.96% |
$59.2K - $69.3K
|
11.2K
$3.92M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
216+ 11.04% |
$59.2K - $69.3K
|
2.17K
$757K
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
216+ 0.34% |
$59.2K - $69.3K
|
63.6K
$22.2M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
215+ 14.87% |
$58.9K - $69K
|
1.66K
$579K
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
213+ 2.3% |
$58.3K - $68.4K
|
9.46K
$3.3M
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
212+ 5.31% |
$58.1K - $68K
|
4.2K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
212New |
$58.1K - $68K
|
212
$73.9K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
211+ 2.55% |
$57.8K - $67.7K
|
8.48K
$2.95M
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
211+ 0.76% |
$57.8K - $67.7K
|
28K
$9.75M
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
210+ 0.03% |
$57.5K - $67.4K
|
745K
$260M
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
210+ 0.38% |
$57.5K - $67.4K
|
55.7K
$19.4M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
209+ 1.41% |
$57.2K - $67.1K
|
15.1K
$5.25M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
209+ 0.32% |
$57.2K - $67.1K
|
65.5K
$22.8M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
208+ 2.95% |
$57K - $66.7K
|
7.26K
$2.53M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
208+ 11.72% |
$57K - $66.7K
|
1.98K
$691K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
206+ 2.07% |
$56.4K - $66.1K
|
10.2K
$3.54M
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
205+ 0.94% |
$56.1K - $65.8K
|
22K
$7.67M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
205+ 21.13% |
$56.1K - $65.8K
|
1.18K
$410K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
204+ 4.01% |
$55.9K - $65.5K
|
5.29K
$1.84M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
204+ 18.33% |
$55.9K - $65.5K
|
1.32K
$459K
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
202+ 0.11% |
$55.3K - $64.8K
|
186K
$64.7M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.82% |
$55.3K - $64.8K
|
7.37K
$2.57M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
201+ 89.33% |
$55K - $64.5K
|
426
$148K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
201+ 3.27% |
$55K - $64.5K
|
6.35K
$2.21M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
200New |
$54.8K - $64.2K
|
200
$69.7K
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
200+ 1.09% |
$54.8K - $64.2K
|
18.5K
$6.45M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
200+ 9.1% |
$54.8K - $64.2K
|
2.4K
$836K
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
200+ 0.64% |
$54.8K - $64.2K
|
31.5K
$11M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200+ 75.76% |
$54.8K - $64.2K
|
464
$162K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
199New |
$54.5K - $63.9K
|
199
$69.4K
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
197+ 0.82% |
$54K - $63.2K
|
24.3K
$8.45M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
197+ 21.72% |
$54K - $63.2K
|
1.1K
$385K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
195+ 6.77% |
$53.4K - $62.6K
|
3.08K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
195+ 10.55% |
$53.4K - $62.6K
|
2.04K
$712K
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
195+ 0.92% |
$53.4K - $62.6K
|
21.3K
$7.42M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
192+ 9.27% |
$52.6K - $61.6K
|
2.26K
$789K
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
192+ 0.35% |
$52.6K - $61.6K
|
55.6K
$19.4M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
191+ 4.43% |
$52.3K - $61.3K
|
4.51K
$1.57M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
190+ 1.05% |
$52K - $61K
|
18.3K
$6.36M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
188+ 11.79% |
$51.5K - $60.3K
|
1.78K
$621K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
187+ 7.01% |
$51.2K - $60K
|
2.86K
$995K
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
186+ 3.48% |
$50.9K - $59.7K
|
5.53K
$1.93M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
186+ 0.97% |
$50.9K - $59.7K
|
19.4K
$6.74M
|