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 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
156+ 1.09% |
$40.2K - $45.3K
|
14.5K
$5.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
156+ 1.27% |
$40.2K - $45.3K
|
12.4K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
156+ 1.48% |
$40.2K - $45.3K
|
10.7K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
155+ 5.25% |
$40K - $45K
|
3.11K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
155+ 1.64% |
$40K - $45K
|
9.61K
$3.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
153+ 0.24% |
$39.5K - $44.4K
|
64.8K
$22.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
152+ 1.37% |
$39.2K - $44.1K
|
11.3K
$3.92M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
152+ 0.91% |
$39.2K - $44.1K
|
16.8K
$5.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
151+ 6.91% |
$39K - $43.8K
|
2.34K
$815K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$333K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
150+ 1.14% |
$38.7K - $43.6K
|
13.3K
$4.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
149+ 0.36% |
$38.4K - $43.3K
|
41.5K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
148+ 4.48% |
$38.2K - $43K
|
3.45K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
148+ 0.23% |
$38.2K - $43K
|
63.6K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
147+ 5.78% |
$37.9K - $42.7K
|
2.69K
$938K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
146+ 17.08% |
$37.7K - $42.4K
|
1K
$349K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
145+ 4.72% |
$37.4K - $42.1K
|
3.22K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
144+ 6.91% |
$37.1K - $41.8K
|
2.23K
$777K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
143+ 6.07% |
$36.9K - $41.5K
|
2.5K
$871K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
141+ 1.28% |
$36.4K - $40.9K
|
11.1K
$3.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
140+ 2.93% |
$36.1K - $40.7K
|
4.92K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
140+ 14.57% |
$36.1K - $40.7K
|
1.1K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
140+ 2.37% |
$36.1K - $40.7K
|
6.04K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
139+ 13.01% |
$35.9K - $40.4K
|
1.21K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
139+ 0.65% |
$35.9K - $40.4K
|
21.6K
$7.52M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
139+ 13.5% |
$35.9K - $40.4K
|
1.17K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
138+ 2.75% |
$35.6K - $40.1K
|
5.15K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 0.98% |
$35.6K - $40.1K
|
14.2K
$4.95M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
137+ 2.22% |
$35.3K - $39.8K
|
6.31K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
136+ 2.14% |
$35.1K - $39.5K
|
6.48K
$2.26M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
135+ 0.48% |
$34.8K - $39.2K
|
28.2K
$9.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
134+ 7.1% |
$34.6K - $38.9K
|
2.02K
$704K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
134+ 0.62% |
$34.6K - $38.9K
|
21.6K
$7.53M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
134+ 0.21% |
$34.6K - $38.9K
|
64.7K
$22.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
133+ 0.19% |
$34.3K - $38.6K
|
70.2K
$24.5M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
132+ 2.84% |
$34.1K - $38.3K
|
4.79K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
132+ 7.43% |
$34.1K - $38.3K
|
1.91K
$665K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
132+ 5.15% |
$34.1K - $38.3K
|
2.7K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
131+ 1.74% |
$33.8K - $38K
|
7.68K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
130+ 0.4% |
$33.5K - $37.7K
|
32.5K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
130+ 18.57% |
$33.5K - $37.7K
|
830
$289K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
129+ 8.65% |
$33.3K - $37.5K
|
1.62K
$565K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
128+ 1.92% |
$33K - $37.2K
|
6.78K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
128+ 0.31% |
$33K - $37.2K
|
41.1K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
128+ 0.28% |
$33K - $37.2K
|
45.8K
$16M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
127+ 9.78% |
$32.8K - $36.9K
|
1.43K
$497K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
125+ 2.77% |
$32.2K - $36.3K
|
4.63K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 1.19% |
$32.2K - $36.3K
|
10.6K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
123+ 0.39% |
$31.7K - $35.7K
|
31.4K
$10.9M
|