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 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
552+ 4.12% |
$142K - $160K
|
13.9K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
552+ 8.87% |
$142K - $160K
|
6.77K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
550+ 5.95% |
$142K - $160K
|
9.79K
$3.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
549+ 2.6% |
$142K - $159K
|
21.6K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
549+ 3.08% |
$142K - $159K
|
18.4K
$6.4M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
548+ 2.09% |
$141K - $159K
|
26.7K
$9.31M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
548+ 18.32% |
$141K - $159K
|
3.54K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
547+ 8.6% |
$141K - $159K
|
6.91K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
546+ 11.53% |
$141K - $159K
|
5.28K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
544+ 755.56% |
$140K - $158K
|
616
$215K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
544+ 3.81% |
$140K - $158K
|
14.8K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
542+ 13.42% |
$140K - $157K
|
4.58K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
541+ 36.48% |
$140K - $157K
|
2.02K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
541+ 25.85% |
$140K - $157K
|
2.63K
$918K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
540+ 20.66% |
$139K - $157K
|
3.15K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
539+ 9.83% |
$139K - $157K
|
6.02K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
536+ 0.85% |
$138K - $156K
|
63.6K
$22.2M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
532+ 1.64% |
$137K - $154K
|
33K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
532+ 6.54% |
$137K - $154K
|
8.67K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
530+ 5.57% |
$137K - $154K
|
10K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
530+ 1.82% |
$137K - $154K
|
29.7K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
527+ 12.7% |
$136K - $153K
|
4.68K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
527+ 64.27% |
$136K - $153K
|
1.35K
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
525+ 12.62% |
$135K - $152K
|
4.69K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
517+ 18.37% |
$133K - $150K
|
3.33K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
510+ 0.3% |
$132K - $148K
|
171K
$59.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
508+ 3.98% |
$131K - $148K
|
13.3K
$4.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
505+ 17.43% |
$130K - $147K
|
3.4K
$1.19M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
505+ 4.31% |
$130K - $147K
|
12.2K
$4.26M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
504+ 46.97% |
$130K - $146K
|
1.58K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
504+ 5.07% |
$130K - $146K
|
10.4K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
503+ 22.16% |
$130K - $146K
|
2.77K
$966K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
502+ 3.54% |
$130K - $146K
|
14.7K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.56% |
$129K - $145K
|
32.5K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
500+ 28.62% |
$129K - $145K
|
2.25K
$783K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
499+ 22.08% |
$129K - $145K
|
2.76K
$962K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
497+ 21.68% |
$128K - $144K
|
2.79K
$972K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
497+ 3.14% |
$128K - $144K
|
16.3K
$5.69M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
496+ 1.33% |
$128K - $144K
|
37.7K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
495+ 6.27% |
$128K - $144K
|
8.4K
$2.93M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
495+ 7.97% |
$128K - $144K
|
6.7K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
491+ 0.83% |
$127K - $143K
|
59.4K
$20.7M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
491+ 2.8% |
$127K - $143K
|
18K
$6.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
487+ 0.42% |
$126K - $141K
|
116K
$40.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
484+ 2.14% |
$125K - $141K
|
23.2K
$8.07M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
484+ 11.36% |
$125K - $141K
|
4.74K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
482+ 6.9% |
$124K - $140K
|
7.46K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
482+ 11.45% |
$124K - $140K
|
4.69K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
474+ 1.96% |
$122K - $138K
|
24.7K
$8.59M
|