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 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28+ 0.83% |
$7.67K - $8.99K
|
3.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.1% |
$7.67K - $8.99K
|
28.8K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
28+ 0.8% |
$7.67K - $8.99K
|
3.53K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
28+ 3.47% |
$7.67K - $8.99K
|
835
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
28+ 11.2% |
$7.67K - $8.99K
|
278
$96.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
27+ 0.75% |
$7.39K - $8.66K
|
3.65K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27+ 0.82% |
$7.39K - $8.66K
|
3.31K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.17% |
$7.39K - $8.66K
|
15.5K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
27+ 0.63% |
$7.39K - $8.66K
|
4.29K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 0.54% |
$7.39K - $8.66K
|
5K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
27+ 0.7% |
$7.39K - $8.66K
|
3.87K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 3.11% |
$7.39K - $8.66K
|
894
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
27+ 0.33% |
$7.39K - $8.66K
|
8.22K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
26+ 0.72% |
$7.12K - $8.34K
|
3.66K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
26+ 1.0% |
$7.12K - $8.34K
|
2.62K
$913K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.29% |
$6.85K - $8.02K
|
8.57K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
25+ 1.37% |
$6.85K - $8.02K
|
1.86K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
25+ 3.77% |
$6.85K - $8.02K
|
689
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25+ 0.03% |
$6.85K - $8.02K
|
72.3K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$6.85K - $8.02K
|
25
$8.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
24+ 1.4% |
$6.57K - $7.7K
|
1.74K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
24+ 3.26% |
$6.57K - $7.7K
|
761
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
24+ 0.97% |
$6.57K - $7.7K
|
2.51K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
24+ 0.47% |
$6.57K - $7.7K
|
5.14K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.71% |
$6.57K - $7.7K
|
3.42K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 0.39% |
$6.57K - $7.7K
|
6.14K
$2.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
23+ 0.62% |
$6.3K - $7.38K
|
3.72K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 1.96% |
$6.3K - $7.38K
|
1.2K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23+ 1.87% |
$6.3K - $7.38K
|
1.26K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 1.62% |
$6.3K - $7.38K
|
1.45K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
23+ 1.71% |
$6.3K - $7.38K
|
1.37K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
23+ 0.23% |
$6.3K - $7.38K
|
10.2K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
23+ 1.81% |
$6.3K - $7.38K
|
1.29K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
23+ 1.01% |
$6.3K - $7.38K
|
2.3K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22+ 2.7% |
$6.03K - $7.06K
|
838
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
22+ 0.68% |
$6.03K - $7.06K
|
3.24K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.15% |
$6.03K - $7.06K
|
14.2K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.07% |
$6.03K - $7.06K
|
31K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 0.88% |
$5.75K - $6.74K
|
2.41K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
21+ 0.53% |
$5.75K - $6.74K
|
3.99K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21+ 0.91% |
$5.75K - $6.74K
|
2.33K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
21+ 0.33% |
$5.75K - $6.74K
|
6.43K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
20+ 0.57% |
$5.48K - $6.42K
|
3.5K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$5.48K - $6.42K
|
4.26K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
20+ 2.06% |
$5.48K - $6.42K
|
989
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
20+ 1.69% |
$5.48K - $6.42K
|
1.2K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
20+ 0.89% |
$5.48K - $6.42K
|
2.26K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
19+ 0.6% |
$5.2K - $6.1K
|
3.19K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.06% |
$5.2K - $6.1K
|
941
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
19+ 0.41% |
$5.2K - $6.1K
|
4.69K
$1.63M
|