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 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
100+ 0.14% |
$25.8K - $29K
|
71.8K
$25M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
100+ 3.7% |
$25.8K - $29K
|
2.8K
$976K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 3.16% |
$25.8K - $29K
|
3.26K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 3.39% |
$25.8K - $29K
|
3.05K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
100+ 7.75% |
$25.8K - $29K
|
1.39K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 2.26% |
$25.8K - $29K
|
4.52K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
100+ 10.42% |
$25.8K - $29K
|
1.06K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$25.8K - $29K
|
100
$34.9K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.04% |
$25.8K - $29K
|
277K
$96.5M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
99+ 3.8% |
$25.5K - $28.7K
|
2.7K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
99+ 12.34% |
$25.5K - $28.7K
|
901
$314K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
99+ 5.6% |
$25.5K - $28.7K
|
1.87K
$650K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
98+ 0.27% |
$25.3K - $28.5K
|
36.4K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
97+ 0.51% |
$25K - $28.2K
|
19K
$6.62M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
97+ 0.45% |
$25K - $28.2K
|
21.5K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
97+ 5.72% |
$25K - $28.2K
|
1.79K
$625K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
96+ 0.62% |
$24.8K - $27.9K
|
15.5K
$5.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
96+ 1.6% |
$24.8K - $27.9K
|
6.1K
$2.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
95+ 1.1% |
$24.5K - $27.6K
|
8.71K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
95+ 2.68% |
$24.5K - $27.6K
|
3.64K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
93+ 6.75% |
$24K - $27K
|
1.47K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
93+ 0.51% |
$24K - $27K
|
18.5K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
93+ 6.88% |
$24K - $27K
|
1.45K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
93+ 7.2% |
$24K - $27K
|
1.39K
$483K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
92+ 0.56% |
$23.7K - $26.7K
|
16.6K
$5.79M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
92+ 8.19% |
$23.7K - $26.7K
|
1.22K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
91+ 63.64% |
$23.5K - $26.4K
|
234
$81.6K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
91+ 0.04% |
$23.5K - $26.4K
|
210K
$73.2M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91+ 7.22% |
$23.5K - $26.4K
|
1.35K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
91+ 2.8% |
$23.5K - $26.4K
|
3.34K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
90+ 13.47% |
$23.2K - $26.1K
|
758
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
90+ 1.36% |
$23.2K - $26.1K
|
6.72K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
89+ 1.45% |
$23K - $25.8K
|
6.21K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
89+ 8.46% |
$23K - $25.8K
|
1.14K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
89+ 1.13% |
$23K - $25.8K
|
7.99K
$2.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
88New |
$22.7K - $25.6K
|
88
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
88+ 0.45% |
$22.7K - $25.6K
|
19.7K
$6.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
87+ 8.11% |
$22.4K - $25.3K
|
1.16K
$404K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
87+ 0.49% |
$22.4K - $25.3K
|
17.7K
$6.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
86+ 2.83% |
$22.2K - $25K
|
3.13K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 2.76% |
$22.2K - $25K
|
3.2K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
85+ 10.87% |
$21.9K - $24.7K
|
867
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
85+ 1.69% |
$21.9K - $24.7K
|
5.11K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
85+ 1.34% |
$21.9K - $24.7K
|
6.44K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
85+ 1.35% |
$21.9K - $24.7K
|
6.4K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
85+ 0.13% |
$21.9K - $24.7K
|
63.5K
$22.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
84+ 10.45% |
$21.7K - $24.4K
|
888
$309K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
84+ 0.49% |
$21.7K - $24.4K
|
17.2K
$5.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
83+ 1.01% |
$21.4K - $24.1K
|
8.27K
$2.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
83+ 4.22% |
$21.4K - $24.1K
|
2.05K
$715K
|