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
|
Allen Capital Group, LLC
|
BUY
|
- |
683+ 6.68% |
$176K - $198K
|
10.9K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
682+ 19.14% |
$176K - $198K
|
4.25K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
676+ 45.46% |
$174K - $196K
|
2.16K
$754K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
673+ 123.26% |
$174K - $195K
|
1.22K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
672+ 1.17% |
$173K - $195K
|
58.2K
$20.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
668+ 218.3% |
$172K - $194K
|
974
$339K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
666+ 23.31% |
$172K - $193K
|
3.52K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
666New |
$172K - $193K
|
666
$232K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
665New |
$172K - $193K
|
665
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
664+ 0.84% |
$171K - $193K
|
79.3K
$27.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
664+ 1.7% |
$171K - $193K
|
39.7K
$13.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
662+ 0.53% |
$171K - $192K
|
125K
$43.5M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
660+ 74.66% |
$170K - $192K
|
1.54K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
658+ 65.28% |
$170K - $191K
|
1.67K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
655+ 1.1% |
$169K - $190K
|
60.4K
$21M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
655+ 28.49% |
$169K - $190K
|
2.95K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
653+ 12.87% |
$168K - $190K
|
5.73K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
653+ 28.77% |
$168K - $190K
|
2.92K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
650+ 3.74% |
$168K - $189K
|
18K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
648+ 17.41% |
$167K - $188K
|
4.37K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
646+ 13.66% |
$167K - $188K
|
5.38K
$1.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
644+ 4.94% |
$166K - $187K
|
13.7K
$4.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
641+ 1.2% |
$165K - $186K
|
54K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
641New |
$165K - $186K
|
641
$223K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
638+ 4.18% |
$165K - $185K
|
15.9K
$5.55M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
635+ 4.45% |
$164K - $184K
|
14.9K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
635+ 12.91% |
$164K - $184K
|
5.56K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
635+ 10.41% |
$164K - $184K
|
6.74K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
631+ 39.1% |
$163K - $183K
|
2.25K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
630+ 17.03% |
$163K - $183K
|
4.33K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
629+ 3.66% |
$162K - $183K
|
17.8K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
626+ 1.64% |
$161K - $182K
|
38.7K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
620+ 34.58% |
$160K - $180K
|
2.41K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
619+ 5.33% |
$160K - $180K
|
12.2K
$4.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
618+ 0.46% |
$159K - $179K
|
134K
$46.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
612+ 42.15% |
$158K - $178K
|
2.06K
$719K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
610+ 6.77% |
$157K - $177K
|
9.62K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
608+ 23.62% |
$157K - $177K
|
3.18K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
607+ 5.06% |
$157K - $176K
|
12.6K
$4.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
591+ 7.46% |
$152K - $172K
|
8.52K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
591+ 76.95% |
$152K - $172K
|
1.36K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
585+ 7.8% |
$151K - $170K
|
8.09K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
585+ 34.25% |
$151K - $170K
|
2.29K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
583+ 37.86% |
$150K - $169K
|
2.12K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
573+ 20.45% |
$148K - $166K
|
3.38K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
572+ 111.72% |
$148K - $166K
|
1.08K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
569+ 29.36% |
$147K - $165K
|
2.51K
$874K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
566+ 1.39% |
$146K - $164K
|
41.4K
$14.4M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
564+ 19.6% |
$146K - $164K
|
3.44K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
553+ 39.64% |
$143K - $161K
|
1.95K
$679K
|