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 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
301+ 6.62% |
$77.7K - $87.4K
|
4.85K
$1.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
300+ 0.44% |
$77.4K - $87.1K
|
68.3K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
300+ 13.49% |
$77.4K - $87.1K
|
2.52K
$906K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
299+ 1.66% |
$77.1K - $86.8K
|
18.3K
$6.55M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
299+ 13.37% |
$77.1K - $86.8K
|
2.54K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
299+ 3.2% |
$77.1K - $86.8K
|
9.63K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
298+ 1.67% |
$76.9K - $86.5K
|
18.1K
$6.5M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
298+ 3.16% |
$76.9K - $86.5K
|
9.73K
$3.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
297+ 12.17% |
$76.6K - $86.2K
|
2.74K
$982K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
294+ 7.55% |
$75.8K - $85.4K
|
4.19K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
291+ 1.48% |
$75.1K - $84.5K
|
20K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
291+ 1.15% |
$75.1K - $84.5K
|
25.5K
$9.16M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 22.77% |
$75.1K - $84.5K
|
1.57K
$563K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
290+ 13.53% |
$74.8K - $84.2K
|
2.43K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
289+ 2.69% |
$74.6K - $83.9K
|
11K
$3.95M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
289+ 5.02% |
$74.6K - $83.9K
|
6.05K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
288+ 0.97% |
$74.3K - $83.6K
|
30.1K
$10.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 2.03% |
$73.8K - $83K
|
14.4K
$5.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
286+ 13.33% |
$73.8K - $83K
|
2.43K
$872K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
283+ 7.27% |
$73K - $82.2K
|
4.18K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
282+ 2.71% |
$72.8K - $81.9K
|
10.7K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
281+ 2.81% |
$72.5K - $81.6K
|
10.3K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
280+ 1.45% |
$72.2K - $81.3K
|
19.6K
$7.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
278+ 3.6% |
$71.7K - $80.7K
|
8K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
278+ 3.05% |
$71.7K - $80.7K
|
9.38K
$3.37M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
277+ 1.82% |
$71.5K - $80.4K
|
15.5K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
277+ 27.1% |
$71.5K - $80.4K
|
1.3K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
277+ 19.62% |
$71.5K - $80.4K
|
1.69K
$606K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
276+ 5.99% |
$71.2K - $80.1K
|
4.89K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
276+ 1.18% |
$71.2K - $80.1K
|
23.7K
$8.49M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
275+ 1.48% |
$70.9K - $79.9K
|
18.8K
$6.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
274+ 2.63% |
$70.7K - $79.6K
|
10.7K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
270+ 3.2% |
$69.7K - $78.4K
|
8.71K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
269+ 12.49% |
$69.4K - $78.1K
|
2.42K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
269+ 10.66% |
$69.4K - $78.1K
|
2.79K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
268+ 0.21% |
$69.1K - $77.8K
|
128K
$46M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
268+ 13.34% |
$69.1K - $77.8K
|
2.28K
$817K
|
|
|
May 15, 2024
Q1 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
267+ 3.56% |
$68.9K - $77.5K
|
7.78K
$2.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
266+ 18.84% |
$68.6K - $77.2K
|
1.68K
$602K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
265+ 176.67% |
$68.4K - $76.9K
|
415
$149K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
263+ 0.85% |
$67.8K - $76.4K
|
31.4K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
260+ 2.35% |
$67.1K - $75.5K
|
11.3K
$4.06M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
260+ 25.1% |
$67.1K - $75.5K
|
1.3K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
259+ 5.79% |
$66.8K - $75.2K
|
4.74K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
257+ 2.64% |
$66.3K - $74.6K
|
10K
$3.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
256+ 14.46% |
$66K - $74.3K
|
2.03K
$727K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
256+ 5.75% |
$66K - $74.3K
|
4.71K
$1.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
256+ 1.96% |
$66K - $74.3K
|
13.3K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
256+ 0.69% |
$66K - $74.3K
|
37.4K
$13.4M
|