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 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
123+ 3.37% |
$31.7K - $35.7K
|
3.77K
$1.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122+ 0.33% |
$31.5K - $35.4K
|
36.7K
$12.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
122+ 1.06% |
$31.5K - $35.4K
|
11.6K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
122New |
$31.5K - $35.4K
|
122
$42.5K
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
122+ 8.91% |
$31.5K - $35.4K
|
1.49K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121+ 9.85% |
$31.2K - $35.1K
|
1.35K
$471K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
121+ 15.63% |
$31.2K - $35.1K
|
895
$312K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
121+ 3.85% |
$31.2K - $35.1K
|
3.27K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
120+ 2.11% |
$31K - $34.8K
|
5.8K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
120+ 3.15% |
$31K - $34.8K
|
3.93K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
120+ 8.89% |
$31K - $34.8K
|
1.47K
$512K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
120+ 0.57% |
$31K - $34.8K
|
21.3K
$7.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
119+ 0.39% |
$30.7K - $34.6K
|
30.6K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
119+ 5.33% |
$30.7K - $34.6K
|
2.35K
$820K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
119+ 3.15% |
$30.7K - $34.6K
|
3.9K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
117+ 0.47% |
$30.2K - $34K
|
25.2K
$8.77M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
117+ 0.31% |
$30.2K - $34K
|
37.9K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
116+ 36.94% |
$29.9K - $33.7K
|
430
$150K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
116+ 1.19% |
$29.9K - $33.7K
|
9.83K
$3.43M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
116+ 1.1% |
$29.9K - $33.7K
|
10.7K
$3.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
115+ 0.55% |
$29.7K - $33.4K
|
21K
$7.33M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
115+ 0.31% |
$29.7K - $33.4K
|
37.4K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
115New |
$29.7K - $33.4K
|
115
$40.1K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
115+ 0.92% |
$29.7K - $33.4K
|
12.6K
$4.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
112+ 2.24% |
$28.9K - $32.5K
|
5.12K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
112+ 0.57% |
$28.9K - $32.5K
|
19.8K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
112+ 4.94% |
$28.9K - $32.5K
|
2.38K
$828K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
111+ 1.78% |
$28.6K - $32.2K
|
6.34K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
111+ 13.25% |
$28.6K - $32.2K
|
949
$331K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111+ 71.15% |
$28.6K - $32.2K
|
267
$93.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
110+ 0.25% |
$28.4K - $31.9K
|
44.7K
$15.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
110+ 6.06% |
$28.4K - $31.9K
|
1.93K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
110+ 5.54% |
$28.4K - $31.9K
|
2.09K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
110+ 0.59% |
$28.4K - $31.9K
|
18.9K
$6.58M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
109+ 2.91% |
$28.1K - $31.7K
|
3.86K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
108+ 14.04% |
$27.9K - $31.4K
|
877
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
108+ 3.35% |
$27.9K - $31.4K
|
3.33K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
108+ 2.76% |
$27.9K - $31.4K
|
4.02K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
106+ 2.23% |
$27.3K - $30.8K
|
4.86K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
106+ 0.26% |
$27.3K - $30.8K
|
41.3K
$14.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105+ 12.84% |
$27.1K - $30.5K
|
923
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.49% |
$27.1K - $30.5K
|
7.16K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
104+ 1.76% |
$26.8K - $30.2K
|
6K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
103+ 0.36% |
$26.6K - $29.9K
|
29K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
102+ 0.07% |
$26.3K - $29.6K
|
152K
$53M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
101+ 3.0% |
$26.1K - $29.3K
|
3.47K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
101+ 5.76% |
$26.1K - $29.3K
|
1.85K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
101+ 2.95% |
$26.1K - $29.3K
|
3.52K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100+ 4.62% |
$25.8K - $29K
|
2.26K
$789K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
100+ 12.48% |
$25.8K - $29K
|
901
$314K
|