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 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.09KNew |
$280K - $315K
|
1.09K
$380K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$280K - $315K
|
1.08K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.08K+ 84.54% |
$279K - $314K
|
2.36K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.08K+ 9.84% |
$279K - $314K
|
12.1K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.08K+ 4.47% |
$279K - $314K
|
25.3K
$8.86M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.08K+ 11.52% |
$278K - $313K
|
10.4K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.07KNew |
$276K - $311K
|
1.07K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 49.45% |
$276K - $311K
|
3.23K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.06KNew |
$274K - $309K
|
1.06K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.06K+ 1.19% |
$274K - $308K
|
90.5K
$31.7M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.06K+ 68.54% |
$274K - $308K
|
2.61K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.06K+ 6.48% |
$273K - $308K
|
17.4K
$6.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.06K+ 15.22% |
$272K - $307K
|
8K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
1.05K+ 20.21% |
$271K - $305K
|
6.24K
$2.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.05KNew |
$270K - $304K
|
1.05K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.04K+ 21.16% |
$269K - $303K
|
5.97K
$2.09M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 117.06% |
$269K - $303K
|
1.93K
$678K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.04KNew |
$269K - $303K
|
1.04K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$267K - $300K
|
1.03K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 60.33% |
$267K - $300K
|
2.75K
$963K
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.03K+ 0.57% |
$266K - $300K
|
182K
$63.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.03KNew |
$266K - $300K
|
1.03K
$362K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.03K+ 5.76% |
$265K - $299K
|
18.9K
$6.63M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.03KNew |
$265K - $298K
|
1.03K
$360K
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.02K+ 2.73% |
$264K - $297K
|
38.4K
$13.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$263K - $296K
|
1.02K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.02K+ 0.98% |
$263K - $296K
|
105K
$36.9M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.02K+ 4.11% |
$263K - $296K
|
25.8K
$9.05M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.02K+ 5.86% |
$263K - $296K
|
18.4K
$6.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 3.18% |
$262K - $295K
|
32.9K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.02K+ 38.93% |
$262K - $295K
|
3.62K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.01K+ 0.62% |
$260K - $293K
|
163K
$57M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.01KNew |
$260K - $293K
|
1.01K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1K+ 63.01% |
$258K - $290K
|
2.59K
$907K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1K+ 49.0% |
$258K - $290K
|
3.04K
$1.07M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1K+ 123.46% |
$258K - $290K
|
1.81K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
998+ 17.79% |
$257K - $290K
|
6.61K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
996New |
$257K - $289K
|
996
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
990+ 12.04% |
$255K - $287K
|
9.21K
$3.23M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
990+ 12.69% |
$255K - $287K
|
8.79K
$3.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
984+ 19.18% |
$254K - $286K
|
6.11K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
984+ 5.23% |
$254K - $286K
|
19.8K
$6.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
980+ 7.88% |
$253K - $285K
|
13.4K
$4.7M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
979New |
$253K - $284K
|
979
$343K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
977+ 8.58% |
$252K - $284K
|
12.4K
$4.33M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
966+ 3.22% |
$249K - $280K
|
31K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
964+ 1.38% |
$249K - $280K
|
70.7K
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
962+ 4.02% |
$248K - $279K
|
24.9K
$8.73M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
955+ 3.83% |
$246K - $277K
|
25.9K
$9.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 56.48% |
$246K - $277K
|
2.64K
$926K
|