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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.27K+ 1.06% |
$328K - $369K
|
122K
$42.6M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 9.84% |
$327K - $368K
|
14.2K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.25K+ 2.44% |
$323K - $363K
|
52.6K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.23K+ 5.39% |
$318K - $358K
|
24.1K
$8.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 4.25% |
$318K - $358K
|
30.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.23K+ 9.07% |
$318K - $358K
|
14.8K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.23K+ 5.41% |
$317K - $357K
|
24K
$8.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.23K+ 5.56% |
$316K - $356K
|
23.3K
$8.16M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.22K+ 40.67% |
$315K - $355K
|
4.22K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.22K+ 10.04% |
$314K - $353K
|
13.3K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.21K+ 30.01% |
$311K - $350K
|
5.22K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.2K+ 19.34% |
$310K - $349K
|
7.42K
$2.6M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$309K - $348K
|
1.2K
$420K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.22% |
$309K - $347K
|
14.2K
$4.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.19KNew |
$307K - $346K
|
1.19K
$417K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.19K+ 6.15% |
$306K - $345K
|
20.5K
$7.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.18KNew |
$305K - $343K
|
1.18K
$414K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.18KNew |
$305K - $343K
|
1.18K
$414K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.18K+ 2.85% |
$305K - $343K
|
42.6K
$14.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
1.17K+ 0.54% |
$303K - $341K
|
219K
$76.7M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.17K+ 1.95% |
$303K - $341K
|
61.4K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.17K+ 9.47% |
$301K - $339K
|
13.5K
$4.73M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.17K+ 139.93% |
$301K - $339K
|
2K
$701K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 29.12% |
$299K - $337K
|
5.14K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.02% |
$299K - $337K
|
58.5K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.16K+ 4.12% |
$299K - $337K
|
29.3K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.15K+ 6.06% |
$298K - $335K
|
20.2K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.15K+ 2.12% |
$296K - $333K
|
55.4K
$19.4M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.15K+ 13.06% |
$295K - $332K
|
9.91K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.14K+ 4.2% |
$294K - $330K
|
28.3K
$9.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 27.88% |
$294K - $330K
|
5.22K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.14K+ 3.99% |
$293K - $330K
|
29.6K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.14K+ 3.64% |
$293K - $330K
|
32.3K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
1.13KNew |
$293K - $329K
|
1.13K
$397K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.13KNew |
$292K - $329K
|
1.13K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.13KNew |
$291K - $328K
|
1.13K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 3.69% |
$290K - $326K
|
31.5K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.12K+ 17.25% |
$290K - $326K
|
7.63K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
1.12K+ 11.6% |
$288K - $325K
|
10.8K
$3.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 7.45% |
$286K - $322K
|
16K
$5.61M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 5.65% |
$285K - $321K
|
20.6K
$7.23M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.1KNew |
$285K - $321K
|
1.1K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.1K+ 137.19% |
$285K - $320K
|
1.91K
$668K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.1K+ 5.01% |
$284K - $320K
|
23.1K
$8.1M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.1K+ 7.13% |
$283K - $318K
|
16.5K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.1K+ 0.46% |
$283K - $318K
|
241K
$84.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.09K+ 96.9% |
$282K - $318K
|
2.22K
$779K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.09KNew |
$282K - $317K
|
1.09K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.09K+ 0.23% |
$280K - $316K
|
470K
$165M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.09KNew |
$280K - $316K
|
1.09K
$381K
|