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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
953+ 15.8% |
$246K - $277K
|
6.99K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
949+ 2.81% |
$245K - $276K
|
34.8K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
948+ 1.67% |
$245K - $275K
|
57.5K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
941New |
$243K - $273K
|
941
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
940New |
$243K - $273K
|
940
$329K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
936+ 2.84% |
$241K - $272K
|
33.9K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
934+ 0.97% |
$241K - $271K
|
97.1K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
934+ 18.77% |
$241K - $271K
|
5.91K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
932+ 7.0% |
$240K - $271K
|
14.2K
$4.99M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
924+ 0.04% |
$238K - $268K
|
2.19M
$769M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
923+ 5.97% |
$238K - $268K
|
16.4K
$5.74M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
920+ 70.28% |
$237K - $267K
|
2.23K
$781K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
915+ 44.1% |
$236K - $266K
|
2.99K
$1.05M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
910+ 0.43% |
$235K - $264K
|
213K
$74.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
909+ 1.84% |
$235K - $264K
|
50.2K
$17.6M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
908+ 2.97% |
$234K - $264K
|
31.5K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
907+ 8.5% |
$234K - $263K
|
11.6K
$4.06M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
906+ 2.6% |
$234K - $263K
|
35.8K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
905New |
$233K - $263K
|
905
$317K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
904+ 0.59% |
$233K - $262K
|
154K
$54M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
903+ 12.54% |
$233K - $262K
|
8.11K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
894New |
$231K - $260K
|
894
$313K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
893+ 2.76% |
$230K - $259K
|
33.3K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
889+ 6.16% |
$229K - $258K
|
15.3K
$5.37M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
884+ 2.31% |
$228K - $257K
|
39.1K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
881New |
$227K - $256K
|
881
$309K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
881New |
$227K - $256K
|
881
$309K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
877+ 0.77% |
$226K - $255K
|
115K
$40.5M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
873New |
$225K - $253K
|
873
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
869+ 6.6% |
$224K - $252K
|
14K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
869+ 4.75% |
$224K - $252K
|
19.2K
$6.72M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
868+ 13.56% |
$224K - $252K
|
7.27K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
864New |
$223K - $251K
|
864
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
861New |
$222K - $250K
|
861
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
856+ 7.69% |
$221K - $249K
|
12K
$4.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
852+ 2.23% |
$220K - $247K
|
39.1K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
850+ 15.45% |
$219K - $247K
|
6.35K
$2.23M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
848+ 3.16% |
$219K - $246K
|
27.7K
$9.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
848+ 52.31% |
$219K - $246K
|
2.47K
$865K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
848New |
$219K - $246K
|
848
$297K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
848New |
$219K - $246K
|
848
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
842+ 12.76% |
$217K - $244K
|
7.44K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
841+ 0.1% |
$217K - $244K
|
819K
$287M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
840New |
$217K - $244K
|
840
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
837+ 1.42% |
$216K - $243K
|
60K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
836New |
$216K - $243K
|
836
$293K
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
825New |
$213K - $240K
|
825
$289K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
823New |
$212K - $239K
|
823
$288K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
822+ 41.04% |
$212K - $239K
|
2.83K
$990K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
821+ 34.88% |
$212K - $238K
|
3.18K
$1.11M
|