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
|
Horizon Wealth Management, LLC
|
BUY
|
- |
243+ 20.93% |
$62.7K - $70.6K
|
1.4K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
243+ 9.34% |
$62.7K - $70.6K
|
2.85K
$992K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
242+ 0.31% |
$62.4K - $70.3K
|
78.4K
$27.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
241+ 2.14% |
$62.2K - $70K
|
11.5K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
241+ 5.04% |
$62.2K - $70K
|
5.03K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
238+ 6.25% |
$61.4K - $69.1K
|
4.05K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
236+ 1.01% |
$60.9K - $68.5K
|
23.7K
$8.25M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
234+ 1.24% |
$60.4K - $67.9K
|
19K
$6.63M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
232+ 6.66% |
$59.9K - $67.4K
|
3.72K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
232+ 1.64% |
$59.9K - $67.4K
|
14.4K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
231+ 0.59% |
$59.6K - $67.1K
|
39.3K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
231+ 8.4% |
$59.6K - $67.1K
|
2.98K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
229+ 2.09% |
$59.1K - $66.5K
|
11.2K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
228+ 2.85% |
$58.8K - $66.2K
|
8.24K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
228+ 2.27% |
$58.8K - $66.2K
|
10.3K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
227+ 2.68% |
$58.6K - $65.9K
|
8.71K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
225+ 0.33% |
$58K - $65.3K
|
69.2K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
225+ 17.61% |
$58K - $65.3K
|
1.5K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
223+ 4.49% |
$57.5K - $64.8K
|
5.19K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
222+ 5.16% |
$57.3K - $64.5K
|
4.53K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
222+ 0.87% |
$57.3K - $64.5K
|
25.8K
$9M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
221+ 6.76% |
$57K - $64.2K
|
3.49K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
221+ 25.49% |
$57K - $64.2K
|
1.09K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
221+ 5.69% |
$57K - $64.2K
|
4.11K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
221+ 3.31% |
$57K - $64.2K
|
6.9K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
221+ 0.57% |
$57K - $64.2K
|
39K
$13.6M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
221+ 22.95% |
$57K - $64.2K
|
1.18K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
220+ 6.79% |
$56.8K - $63.9K
|
3.46K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
219+ 12.17% |
$56.5K - $63.6K
|
2.02K
$703K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
216+ 10.96% |
$55.7K - $62.7K
|
2.19K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
215+ 1.63% |
$55.5K - $62.4K
|
13.4K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
215+ 1.36% |
$55.5K - $62.4K
|
16K
$5.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
214+ 22.53% |
$55.2K - $62.1K
|
1.16K
$406K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
214+ 0.84% |
$55.2K - $62.1K
|
25.7K
$8.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
213+ 0.81% |
$54.9K - $61.8K
|
26.5K
$9.25M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
210+ 0.29% |
$54.2K - $61K
|
73.5K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
208+ 13.74% |
$53.7K - $60.4K
|
1.72K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
207+ 1.46% |
$53.4K - $60.1K
|
14.4K
$5.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
205+ 12.7% |
$52.9K - $59.5K
|
1.82K
$634K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
205+ 0.97% |
$52.9K - $59.5K
|
21.4K
$7.45M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
205+ 4.01% |
$52.9K - $59.5K
|
5.31K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
204+ 5.71% |
$52.6K - $59.2K
|
3.78K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
203+ 1.0% |
$52.4K - $58.9K
|
20.4K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
202+ 13.05% |
$52.1K - $58.7K
|
1.75K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
200+ 13.61% |
$51.6K - $58.1K
|
1.67K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
198+ 8.73% |
$51.1K - $57.5K
|
2.47K
$859K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
198+ 0.28% |
$51.1K - $57.5K
|
70.2K
$24.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
195+ 9.7% |
$50.3K - $56.6K
|
2.21K
$769K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
194+ 6.27% |
$50K - $56.3K
|
3.29K
$1.15M
|