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 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
349+ 14.24% |
$90K - $101K
|
2.8K
$976K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
348+ 5.01% |
$89.8K - $101K
|
7.3K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
346+ 2.37% |
$89.3K - $100K
|
15K
$5.22M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
343+ 1.94% |
$88.5K - $99.6K
|
18.1K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
342+ 2.82% |
$88.2K - $99.3K
|
12.5K
$4.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
341+ 9.48% |
$88K - $99K
|
3.94K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
341+ 0.95% |
$88K - $99K
|
36.3K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
340+ 0.89% |
$87.7K - $98.7K
|
38.6K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
338+ 1.46% |
$87.2K - $98.1K
|
23.5K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
336+ 1.27% |
$86.7K - $97.6K
|
26.8K
$9.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
335+ 42.14% |
$86.4K - $97.3K
|
1.13K
$394K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
334+ 6.62% |
$86.2K - $97K
|
5.38K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
333+ 0.93% |
$85.9K - $96.7K
|
36.3K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
330+ 6.3% |
$85.1K - $95.8K
|
5.57K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
330+ 37.71% |
$85.1K - $95.8K
|
1.21K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
329+ 4.74% |
$84.9K - $95.5K
|
7.27K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
325+ 50.0% |
$83.8K - $94.4K
|
975
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
324+ 1.69% |
$83.6K - $94.1K
|
19.5K
$6.78M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
323+ 0.61% |
$83.3K - $93.8K
|
53.7K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
322+ 34.62% |
$83.1K - $93.5K
|
1.25K
$436K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
321+ 2.93% |
$82.8K - $93.2K
|
11.3K
$3.93M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
320+ 1.12% |
$82.6K - $92.9K
|
28.9K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
316+ 4.12% |
$81.5K - $91.8K
|
7.98K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 1.33% |
$81.3K - $91.5K
|
23.9K
$8.34M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
315+ 4.82% |
$81.3K - $91.5K
|
6.85K
$2.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
311+ 2.39% |
$80.2K - $90.3K
|
13.3K
$4.64M
|
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
311+ 0.12% |
$80.2K - $90.3K
|
262K
$91.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
310+ 36.3% |
$80K - $90K
|
1.16K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
308+ 5.47% |
$79.5K - $89.4K
|
5.93K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
308+ 0.39% |
$79.5K - $89.4K
|
78.4K
$27.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
308+ 20.92% |
$79.5K - $89.4K
|
1.78K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
308+ 1.1% |
$79.5K - $89.4K
|
28.2K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
308+ 0.2% |
$79.5K - $89.4K
|
157K
$54.8M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
307+ 26.19% |
$79.2K - $89.1K
|
1.48K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
307+ 1.58% |
$79.2K - $89.1K
|
19.7K
$6.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
304+ 36.58% |
$78.4K - $88.3K
|
1.14K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
304+ 3.06% |
$78.4K - $88.3K
|
10.2K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
302+ 7.56% |
$77.9K - $87.7K
|
4.3K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
301+ 6.62% |
$77.7K - $87.4K
|
4.85K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
300+ 0.44% |
$77.4K - $87.1K
|
68.3K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
300+ 13.49% |
$77.4K - $87.1K
|
2.52K
$880K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
299+ 1.66% |
$77.1K - $86.8K
|
18.3K
$6.37M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
299+ 13.37% |
$77.1K - $86.8K
|
2.54K
$884K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
299+ 3.2% |
$77.1K - $86.8K
|
9.63K
$3.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
298+ 1.67% |
$76.9K - $86.5K
|
18.1K
$6.31M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
298+ 3.16% |
$76.9K - $86.5K
|
9.73K
$3.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
297+ 12.17% |
$76.6K - $86.2K
|
2.74K
$954K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
294+ 7.55% |
$75.8K - $85.4K
|
4.19K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
291+ 1.48% |
$75.1K - $84.5K
|
20K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
291+ 1.15% |
$75.1K - $84.5K
|
25.5K
$8.89M
|