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 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
207+ 1.46% |
$53.4K - $60.1K
|
14.4K
$5.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
205+ 12.7% |
$52.9K - $59.5K
|
1.82K
$653K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
205+ 0.97% |
$52.9K - $59.5K
|
21.4K
$7.67M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
205+ 4.01% |
$52.9K - $59.5K
|
5.31K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
204+ 5.71% |
$52.6K - $59.2K
|
3.78K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
203+ 1.0% |
$52.4K - $58.9K
|
20.4K
$7.33M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
202+ 13.05% |
$52.1K - $58.7K
|
1.75K
$628K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
200+ 13.61% |
$51.6K - $58.1K
|
1.67K
$599K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
198+ 8.73% |
$51.1K - $57.5K
|
2.47K
$885K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
198+ 0.28% |
$51.1K - $57.5K
|
70.2K
$25.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
195+ 9.7% |
$50.3K - $56.6K
|
2.21K
$791K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
194+ 6.27% |
$50K - $56.3K
|
3.29K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
194+ 9.19% |
$50K - $56.3K
|
2.31K
$827K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
192+ 1.81% |
$49.5K - $55.8K
|
10.8K
$3.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
189+ 2.05% |
$48.8K - $54.9K
|
9.4K
$3.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
189+ 7.42% |
$48.8K - $54.9K
|
2.74K
$982K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
189+ 0.76% |
$48.8K - $54.9K
|
25.2K
$9.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
189+ 3.83% |
$48.8K - $54.9K
|
5.12K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
188+ 14.03% |
$48.5K - $54.6K
|
1.53K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
187+ 4.01% |
$48.2K - $54.3K
|
4.85K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
BUY
|
- |
187+ 0.01% |
$48.2K - $54.3K
|
1.32M
$475M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
187+ 4.75% |
$48.2K - $54.3K
|
4.13K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
187+ 1.99% |
$48.2K - $54.3K
|
9.6K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
186+ 3.67% |
$48K - $54K
|
5.26K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
185+ 5.29% |
$47.7K - $53.7K
|
3.69K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
185+ 17.86% |
$47.7K - $53.7K
|
1.22K
$438K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
185+ 1.43% |
$47.7K - $53.7K
|
13.1K
$4.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
184+ 4.6% |
$47.5K - $53.4K
|
4.19K
$1.5M
|
|
|
Feb 20, 2025
Q1 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
184+ 0.57% |
$47.5K - $53.4K
|
32.4K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
181+ 1.13% |
$46.7K - $52.6K
|
16.2K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 1.78% |
$46.7K - $52.6K
|
10.4K
$3.71M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
180+ 6.52% |
$46.4K - $52.3K
|
2.94K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
178+ 1.8% |
$45.9K - $51.7K
|
10.1K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
178+ 14.05% |
$45.9K - $51.7K
|
1.45K
$519K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
178+ 0.69% |
$45.9K - $51.7K
|
26K
$9.34M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
178+ 12.85% |
$45.9K - $51.7K
|
1.56K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
177+ 6.48% |
$45.7K - $51.4K
|
2.91K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
176+ 1.02% |
$45.4K - $51.1K
|
17.5K
$6.28M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
176+ 1.42% |
$45.4K - $51.1K
|
12.6K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
175+ 4.68% |
$45.1K - $50.8K
|
3.91K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
175+ 3.56% |
$45.1K - $50.8K
|
5.1K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
175+ 4.57% |
$45.1K - $50.8K
|
4.01K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
175+ 4.6% |
$45.1K - $50.8K
|
3.98K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
173+ 2.88% |
$44.6K - $50.2K
|
6.18K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
172+ 0.47% |
$44.4K - $49.9K
|
36.4K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
172+ 0.52% |
$44.4K - $49.9K
|
33K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
169+ 2.29% |
$43.6K - $49.1K
|
7.56K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
168+ 3.68% |
$43.3K - $48.8K
|
4.74K
$1.7M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
168New |
$43.3K - $48.8K
|
168
$60.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
166+ 18.0% |
$42.8K - $48.2K
|
1.09K
$390K
|