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 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
818+ 5.72% |
$211K - $238K
|
15.1K
$5.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
818New |
$211K - $238K
|
818
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
805+ 7.5% |
$208K - $234K
|
11.5K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
803+ 33.64% |
$207K - $233K
|
3.19K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
802+ 104.84% |
$207K - $233K
|
1.57K
$546K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
801+ 68.0% |
$207K - $233K
|
1.98K
$690K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
800+ 25.58% |
$206K - $232K
|
3.93K
$1.37M
|
|
|
Aug 08, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
800New |
$206K - $232K
|
800
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
799New |
$206K - $232K
|
799
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
799+ 13.78% |
$206K - $232K
|
6.6K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
799New |
$206K - $232K
|
799
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
798New |
$206K - $232K
|
798
$278K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
793+ 36.95% |
$205K - $230K
|
2.94K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
789+ 19.83% |
$204K - $229K
|
4.77K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
788New |
$203K - $229K
|
788
$275K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
787+ 1.05% |
$203K - $229K
|
75.6K
$26.4M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
786New |
$203K - $228K
|
786
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
785+ 4.96% |
$203K - $228K
|
16.6K
$5.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
780+ 6.4% |
$201K - $226K
|
13K
$4.52M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
780+ 1.58% |
$201K - $226K
|
50.1K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
775New |
$200K - $225K
|
775
$270K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
774+ 4.42% |
$200K - $225K
|
18.3K
$6.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
768New |
$198K - $223K
|
768
$268K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
767New |
$198K - $223K
|
767
$267K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
767New |
$198K - $223K
|
767
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
763New |
$197K - $222K
|
763
$266K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
760New |
$196K - $221K
|
760
$265K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
758New |
$196K - $220K
|
758
$264K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
758+ 14.13% |
$196K - $220K
|
6.12K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
758+ 3.0% |
$196K - $220K
|
26K
$9.06M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
756+ 1.0% |
$195K - $220K
|
76.3K
$26.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
754+ 4.9% |
$195K - $219K
|
16.1K
$5.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
753New |
$194K - $219K
|
753
$262K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
753New |
$194K - $219K
|
753
$262K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
752New |
$194K - $218K
|
752
$262K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
752+ 1.24% |
$194K - $218K
|
61.3K
$21.4M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
750+ 14.65% |
$193K - $218K
|
5.87K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
750New |
$193K - $218K
|
750
$261K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
750New |
$193K - $218K
|
750
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
748New |
$193K - $217K
|
748
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
BUY
|
- |
748New |
$193K - $217K
|
748
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
747New |
$193K - $217K
|
747
$260K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
747New |
$193K - $217K
|
747
$260K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
747New |
$193K - $217K
|
747
$260K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
747New |
$193K - $217K
|
747
$260K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
746New |
$192K - $217K
|
746
$260K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
745New |
$192K - $216K
|
745
$260K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
744New |
$192K - $216K
|
744
$259K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
744New |
$192K - $216K
|
744
$259K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
741+ 5.37% |
$191K - $215K
|
14.5K
$5.07M
|