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
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 0.83% |
$23.6K - $27.6K
|
10.5K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 0.24% |
$23.6K - $27.6K
|
36.2K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
85+ 0.29% |
$23.3K - $27.3K
|
29.4K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
85+ 0.4% |
$23.3K - $27.3K
|
21.1K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
84+ 4.8% |
$23K - $27K
|
1.83K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.95% |
$23K - $27K
|
2.21K
$770K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
83+ 377.27% |
$22.7K - $26.6K
|
105
$36.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.16% |
$22.7K - $26.6K
|
7.24K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
83+ 5.35% |
$22.7K - $26.6K
|
1.64K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
82+ 0.07% |
$22.5K - $26.3K
|
118K
$41.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.18% |
$22.2K - $26K
|
3.79K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$28.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
81+ 5.4% |
$22.2K - $26K
|
1.58K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 0.54% |
$22.2K - $26K
|
15.2K
$5.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
81+ 7.19% |
$22.2K - $26K
|
1.21K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 4.01% |
$22.2K - $26K
|
2.1K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
81+ 1.08% |
$22.2K - $26K
|
7.6K
$2.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
80+ 2.77% |
$21.9K - $25.7K
|
2.97K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
80+ 8.39% |
$21.9K - $25.7K
|
1.03K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
80+ 2.21% |
$21.9K - $25.7K
|
3.7K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
80+ 0.47% |
$21.9K - $25.7K
|
17.2K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 0.55% |
$21.9K - $25.7K
|
14.6K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 2.4% |
$21.9K - $25.7K
|
3.41K
$1.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.11% |
$21.6K - $25.4K
|
2K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
79+ 0.83% |
$21.6K - $25.4K
|
9.57K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
79+ 1.13% |
$21.6K - $25.4K
|
7.08K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
79+ 0.1% |
$21.6K - $25.4K
|
79.8K
$27.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
78+ 0.8% |
$21.4K - $25K
|
9.77K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
78+ 1.11% |
$21.4K - $25K
|
7.1K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
78+ 2.08% |
$21.4K - $25K
|
3.82K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
78+ 3.24% |
$21.4K - $25K
|
2.48K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
76+ 1.07% |
$20.8K - $24.4K
|
7.15K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
75+ 0.83% |
$20.5K - $24.1K
|
9.1K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 5.38% |
$20.5K - $24.1K
|
1.47K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
75+ 8.71% |
$20.5K - $24.1K
|
936
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
74+ 2.92% |
$20.3K - $23.7K
|
2.61K
$909K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
74+ 7.65% |
$20.3K - $23.7K
|
1.04K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
73+ 2.91% |
$20K - $23.4K
|
2.58K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
73+ 8.29% |
$20K - $23.4K
|
954
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.45% |
$20K - $23.4K
|
16.2K
$5.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
72+ 0.66% |
$19.7K - $23.1K
|
11.1K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
72+ 4.8% |
$19.7K - $23.1K
|
1.57K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 1.7% |
$19.2K - $22.5K
|
4.2K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 1.63% |
$18.9K - $22.1K
|
4.29K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
69+ 0.21% |
$18.9K - $22.1K
|
32.6K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
68+ 0.95% |
$18.6K - $21.8K
|
7.26K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.24% |
$18.6K - $21.8K
|
2.16K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
68+ 8.6% |
$18.6K - $21.8K
|
859
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
67+ 4.16% |
$18.3K - $21.5K
|
1.68K
$584K
|