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 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 1.96% |
$5.2K - $6.1K
|
987
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 2.01% |
$4.93K - $5.78K
|
915
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
18+ 0.45% |
$4.93K - $5.78K
|
4.01K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$4.93K - $5.78K
|
18
$6.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
18+ 0.49% |
$4.93K - $5.78K
|
3.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18+ 0.1% |
$4.93K - $5.78K
|
17.3K
$6.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
17+ 1.83% |
$4.66K - $5.46K
|
946
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 2.23% |
$4.66K - $5.46K
|
778
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
17+ 0.46% |
$4.66K - $5.46K
|
3.73K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.22% |
$4.66K - $5.46K
|
7.69K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
17+ 0.23% |
$4.66K - $5.46K
|
7.56K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
16+ 0.42% |
$4.38K - $5.13K
|
3.78K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16+ 1.49% |
$4.38K - $5.13K
|
1.09K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
16+ 0.02% |
$4.38K - $5.13K
|
69.2K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
15+ 1.53% |
$4.11K - $4.81K
|
998
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 2.58% |
$4.11K - $4.81K
|
596
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15+ 2.72% |
$4.11K - $4.81K
|
566
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15+ 1.31% |
$4.11K - $4.81K
|
1.16K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.62% |
$4.11K - $4.81K
|
2.44K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
15+ 0.66% |
$4.11K - $4.81K
|
2.29K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$3.83K - $4.49K
|
919
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$3.83K - $4.49K
|
3.01K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
14+ 0.14% |
$3.83K - $4.49K
|
10K
$3.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.55% |
$3.83K - $4.49K
|
2.56K
$893K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
13+ 2.14% |
$3.56K - $4.17K
|
620
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
13+ 0.42% |
$3.56K - $4.17K
|
3.07K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13+ 1.08% |
$3.56K - $4.17K
|
1.22K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.47% |
$3.56K - $4.17K
|
2.76K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.97% |
$3.56K - $4.17K
|
1.36K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.6% |
$3.29K - $3.85K
|
764
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 4.15% |
$3.29K - $3.85K
|
301
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12+ 1.0% |
$3.29K - $3.85K
|
1.21K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
12+ 1.5% |
$3.29K - $3.85K
|
813
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.11% |
$3.29K - $3.85K
|
10.8K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12+ 0.48% |
$3.29K - $3.85K
|
2.53K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 1.6% |
$3.29K - $3.85K
|
763
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.96% |
$3.29K - $3.85K
|
1.26K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$3.29K - $3.85K
|
8.53K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
12+ 0.69% |
$3.29K - $3.85K
|
1.76K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.06% |
$3.01K - $3.53K
|
18.5K
$6.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.4% |
$3.01K - $3.53K
|
2.74K
$954K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11+ 0.07% |
$3.01K - $3.53K
|
14.8K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.66% |
$2.74K - $3.21K
|
1.53K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10+ 1.28% |
$2.74K - $3.21K
|
789
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.6% |
$2.74K - $3.21K
|
1.67K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.09% |
$2.74K - $3.21K
|
10.7K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.54% |
$2.74K - $3.21K
|
1.85K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
10+ 0.32% |
$2.74K - $3.21K
|
3.1K
$1.08M
|