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 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 5.88% |
$442K - $498K
|
30.9K
$11M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$441K - $497K
|
1.71K
$607K
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$440K - $495K
|
1.7K
$605K
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.7K+ 18.71% |
$437K - $492K
|
10.8K
$3.82M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 23.18% |
$437K - $491K
|
8.99K
$3.19M
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
1.69K+ 32.05% |
$437K - $491K
|
6.97K
$2.48M
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.68K+ 2.56% |
$434K - $488K
|
67.5K
$24M
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.67K+ 2.65% |
$430K - $483K
|
64.4K
$22.9M
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.66K+ 532.15% |
$427K - $481K
|
1.97K
$698K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.65K+ 2.89% |
$427K - $480K
|
58.9K
$20.9M
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.64K+ 9.22% |
$424K - $477K
|
19.5K
$6.91M
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.64K+ 3.1% |
$423K - $476K
|
54.5K
$19.3M
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.64KNew |
$423K - $476K
|
1.64K
$582K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.63K+ 4.82% |
$422K - $474K
|
35.5K
$12.6M
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.63K+ 96.63% |
$421K - $474K
|
3.32K
$1.18M
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.63K+ 23.59% |
$421K - $474K
|
8.54K
$3.04M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.63K+ 12.4% |
$419K - $472K
|
14.7K
$5.24M
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.63K+ 41.48% |
$419K - $472K
|
5.55K
$1.97M
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.62K+ 40.16% |
$418K - $471K
|
5.66K
$2.01M
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
1.61K+ 29.71% |
$416K - $468K
|
7.04K
$2.5M
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.61K+ 7.76% |
$415K - $467K
|
22.4K
$7.94M
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.61KNew |
$414K - $466K
|
1.61K
$570K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.6K+ 13.06% |
$414K - $465K
|
13.9K
$4.93M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.6K+ 98.65% |
$414K - $465K
|
3.23K
$1.15M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 4.04% |
$411K - $463K
|
41.1K
$14.6M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.59K+ 5.78% |
$409K - $461K
|
29K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.58K+ 0.42% |
$408K - $459K
|
375K
$133M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.58KNew |
$406K - $457K
|
1.58K
$559K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56K+ 2.14% |
$403K - $454K
|
74.4K
$26.4M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.55K+ 16.44% |
$400K - $451K
|
11K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.55KNew |
$400K - $450K
|
1.55K
$551K
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.54K+ 6.27% |
$398K - $448K
|
26.1K
$9.29M
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
1.53K+ 2.16% |
$395K - $445K
|
72.4K
$25.7M
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.53KNew |
$395K - $444K
|
1.53K
$544K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.52K+ 27.85% |
$393K - $443K
|
7K
$2.49M
|
|
Apr 25, 2024
Q1 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
1.52K+ 0.23% |
$393K - $442K
|
676K
$240M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.51K+ 46.45% |
$389K - $438K
|
4.76K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.51K+ 6.74% |
$389K - $438K
|
23.9K
$8.49M
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.5K+ 7.33% |
$388K - $437K
|
22K
$7.82M
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.5K+ 12.29% |
$387K - $436K
|
13.7K
$4.87M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.5K+ 2.68% |
$386K - $434K
|
57.3K
$20.4M
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 62.34% |
$384K - $432K
|
3.88K
$1.38M
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.48K+ 149.8% |
$383K - $431K
|
2.47K
$878K
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.48K+ 19.44% |
$382K - $429K
|
9.09K
$3.23M
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.47K+ 9.12% |
$379K - $426K
|
17.6K
$6.24M
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.46KNew |
$376K - $424K
|
1.46K
$518K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.45K+ 0.63% |
$375K - $422K
|
231K
$82M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$374K - $420K
|
1.45K
$514K
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.45KNew |
$373K - $420K
|
1.45K
$514K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.45K+ 2.15% |
$373K - $420K
|
68.7K
$24.4M
|