Purchases and Sales Made in Q1 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$541K - $609K
|
2.1K
$745K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.09K+ 19.53% |
$538K - $606K
|
12.8K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.07KNew |
$533K - $600K
|
2.07K
$734K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.06KNew |
$532K - $599K
|
2.06K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.06K+ 9.74% |
$532K - $599K
|
23.2K
$8.25M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.05K+ 41.68% |
$528K - $595K
|
6.96K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.05K+ 20.33% |
$528K - $594K
|
12.1K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.04K+ 107.92% |
$527K - $594K
|
3.94K
$1.4M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.04K+ 2.92% |
$527K - $594K
|
72K
$25.6M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.03K+ 42.24% |
$524K - $590K
|
6.84K
$2.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.02K+ 6.64% |
$522K - $587K
|
32.5K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.02K+ 0.35% |
$520K - $585K
|
583K
$207M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.01K+ 4.21% |
$519K - $585K
|
49.8K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2K+ 2.5% |
$517K - $582K
|
82.2K
$29.2M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.99K+ 4.92% |
$514K - $579K
|
42.5K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.98K+ 68.84% |
$512K - $576K
|
4.87K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
1.98K+ 0.12% |
$510K - $574K
|
1.7M
$605M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 111.65% |
$507K - $571K
|
3.73K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.97K+ 0.24% |
$507K - $571K
|
807K
$287M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.94K+ 17.2% |
$500K - $563K
|
13.2K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.93K+ 3.37% |
$498K - $561K
|
59.2K
$21M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.93KNew |
$498K - $560K
|
1.93K
$685K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.93K+ 29.3% |
$497K - $559K
|
8.5K
$3.02M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.93K+ 1.96% |
$497K - $559K
|
100K
$35.5M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.92K+ 17.58% |
$495K - $557K
|
12.8K
$4.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.92K+ 7.1% |
$495K - $557K
|
28.9K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.91K+ 3.06% |
$494K - $555K
|
64.5K
$22.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 18.41% |
$492K - $554K
|
12.3K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.91K+ 96.36% |
$491K - $553K
|
3.88K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.9K+ 0.49% |
$491K - $552K
|
387K
$138M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.89K+ 1.8% |
$488K - $550K
|
107K
$38M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.88K+ 0.89% |
$484K - $544K
|
212K
$75.3M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.82KNew |
$469K - $528K
|
1.82K
$646K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.81K+ 44.01% |
$467K - $526K
|
5.93K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.81K+ 111.81% |
$466K - $525K
|
3.43K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.8K+ 9.04% |
$465K - $524K
|
21.8K
$7.73M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.8K+ 4.73% |
$465K - $523K
|
39.9K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 43.37% |
$464K - $523K
|
5.95K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.8K+ 1.76% |
$463K - $522K
|
104K
$36.8M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 0.24% |
$462K - $519K
|
755K
$268M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.78K+ 19.01% |
$459K - $516K
|
11.1K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 31.32% |
$457K - $515K
|
7.43K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.77K+ 5.6% |
$457K - $514K
|
33.4K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.75K+ 15.83% |
$452K - $509K
|
12.8K
$4.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 4.8% |
$452K - $509K
|
38.3K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.75K+ 1.12% |
$452K - $509K
|
159K
$56.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.75K+ 73.76% |
$450K - $507K
|
4.11K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.73K+ 30.41% |
$447K - $503K
|
7.43K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.73K+ 32.36% |
$447K - $503K
|
7.08K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 25.13% |
$444K - $499K
|
8.56K
$3.04M
|