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 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$23.4K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.41% |
$18.3K - $21.5K
|
16.3K
$5.68M
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
67+ 1.98% |
$18.3K - $21.5K
|
3.45K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
67+ 2.13% |
$18.3K - $21.5K
|
3.21K
$1.12M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 3.61% |
$18.1K - $21.2K
|
1.89K
$660K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
66+ 2.59% |
$18.1K - $21.2K
|
2.61K
$911K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
66+ 8.59% |
$18.1K - $21.2K
|
834
$291K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
66+ 6.29% |
$18.1K - $21.2K
|
1.12K
$389K
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 2.05% |
$17.8K - $20.9K
|
3.24K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
65+ 1.22% |
$17.8K - $20.9K
|
5.4K
$1.88M
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
65+ 1.04% |
$17.8K - $20.9K
|
6.29K
$2.19M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
64+ 4.3% |
$17.5K - $20.5K
|
1.55K
$541K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
63+ 1.64% |
$17.3K - $20.2K
|
3.91K
$1.36M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
63+ 3.08% |
$17.3K - $20.2K
|
2.11K
$734K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.19% |
$17.3K - $20.2K
|
33K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
63+ 2.51% |
$17.3K - $20.2K
|
2.57K
$895K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
62+ 3.97% |
$17K - $19.9K
|
1.62K
$565K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
62+ 1.75% |
$17K - $19.9K
|
3.61K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
62+ 1.48% |
$17K - $19.9K
|
4.24K
$1.48M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62+ 0.32% |
$17K - $19.9K
|
19.5K
$6.81M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
61+ 0.23% |
$16.7K - $19.6K
|
27.1K
$9.45M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
61+ 0.7% |
$16.7K - $19.6K
|
8.8K
$3.07M
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
61+ 1.06% |
$16.7K - $19.6K
|
5.84K
$2.03M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61+ 20.61% |
$16.7K - $19.6K
|
357
$124K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 1.73% |
$16.7K - $19.6K
|
3.58K
$1.25M
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
60+ 0.33% |
$16.4K - $19.3K
|
18.5K
$6.44M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.68% |
$16.4K - $19.3K
|
1.69K
$589K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
60+ 8.05% |
$16.4K - $19.3K
|
805
$281K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60+ 7.42% |
$16.4K - $19.3K
|
869
$303K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 7.45% |
$16.4K - $19.3K
|
865
$301K
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 10.0% |
$16.4K - $19.3K
|
660
$230K
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
60+ 0.36% |
$16.4K - $19.3K
|
16.6K
$5.8M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
59+ 0.42% |
$16.2K - $18.9K
|
14K
$4.88M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.77% |
$15.9K - $18.6K
|
7.62K
$2.66M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
58+ 0.28% |
$15.9K - $18.6K
|
20.7K
$7.21M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.49% |
$15.6K - $18.3K
|
11.6K
$4.04M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
57+ 1.6% |
$15.6K - $18.3K
|
3.63K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 2.24% |
$15.6K - $18.3K
|
2.6K
$906K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
56+ 1.09% |
$15.3K - $18K
|
5.17K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
56+ 2.54% |
$15.3K - $18K
|
2.26K
$788K
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
55+ 3.74% |
$15.1K - $17.7K
|
1.53K
$532K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
55+ 14.99% |
$15.1K - $17.7K
|
422
$147K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
55+ 0.4% |
$15.1K - $17.7K
|
13.7K
$4.78M
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
55+ 3.97% |
$15.1K - $17.7K
|
1.44K
$502K
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
55+ 4.6% |
$15.1K - $17.7K
|
1.25K
$436K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
54+ 0.93% |
$14.8K - $17.3K
|
5.84K
$2.04M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
52+ 2.88% |
$14.2K - $16.7K
|
1.86K
$648K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
52+ 1.05% |
$14.2K - $16.7K
|
5K
$1.74M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
52+ 4.27% |
$14.2K - $16.7K
|
1.27K
$442K
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
52+ 0.02% |
$14.2K - $16.7K
|
221K
$77M
|