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 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83+ 4.48% |
$21.4K - $24.1K
|
1.94K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
83+ 1.19% |
$21.4K - $24.1K
|
7.08K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
83+ 5.98% |
$21.4K - $24.1K
|
1.47K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
82+ 0.93% |
$21.2K - $23.8K
|
8.88K
$3.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
81+ 3.76% |
$20.9K - $23.5K
|
2.24K
$780K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
81+ 1.4% |
$20.9K - $23.5K
|
5.89K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
80+ 1.73% |
$20.6K - $23.2K
|
4.7K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
80+ 0.9% |
$20.6K - $23.2K
|
8.93K
$3.11M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
80+ 1.76% |
$20.6K - $23.2K
|
4.63K
$1.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
79+ 2.25% |
$20.4K - $22.9K
|
3.59K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
79+ 2.93% |
$20.4K - $22.9K
|
2.77K
$966K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
78+ 0.83% |
$20.1K - $22.6K
|
9.44K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
78+ 1.45% |
$20.1K - $22.6K
|
5.46K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
78+ 1.24% |
$20.1K - $22.6K
|
6.35K
$2.21M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
78+ 6.12% |
$20.1K - $22.6K
|
1.35K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
77+ 6.8% |
$19.9K - $22.4K
|
1.21K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
76+ 7.64% |
$19.6K - $22.1K
|
1.07K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 3.41% |
$19.6K - $22.1K
|
2.3K
$803K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
76New |
$19.6K - $22.1K
|
76
$26.5K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
75+ 0.63% |
$19.3K - $21.8K
|
12K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
75+ 0.69% |
$19.3K - $21.8K
|
11K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
75+ 0.9% |
$19.3K - $21.8K
|
8.44K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
74+ 1.13% |
$19.1K - $21.5K
|
6.63K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
74+ 0.3% |
$19.1K - $21.5K
|
24.4K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
74+ 0.35% |
$19.1K - $21.5K
|
20.9K
$7.29M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
73+ 0.35% |
$18.8K - $21.2K
|
20.7K
$7.22M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
73+ 3.49% |
$18.8K - $21.2K
|
2.17K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
72+ 0.35% |
$18.6K - $20.9K
|
20.8K
$7.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
72+ 1.71% |
$18.6K - $20.9K
|
4.28K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
72+ 3.79% |
$18.6K - $20.9K
|
1.97K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
72+ 0.63% |
$18.6K - $20.9K
|
11.5K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
72+ 0.07% |
$18.6K - $20.9K
|
100K
$35M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
71+ 0.6% |
$18.3K - $20.6K
|
11.8K
$4.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
71+ 5.67% |
$18.3K - $20.6K
|
1.32K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
71+ 5.77% |
$18.3K - $20.6K
|
1.3K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
70+ 1.87% |
$18.1K - $20.3K
|
3.81K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
70+ 0.2% |
$18.1K - $20.3K
|
34.5K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
69+ 2.82% |
$17.8K - $20K
|
2.52K
$877K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
69+ 7.8% |
$17.8K - $20K
|
954
$332K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
69+ 1.75% |
$17.8K - $20K
|
4.01K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
69+ 9.6% |
$17.8K - $20K
|
788
$275K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
69+ 1.59% |
$17.8K - $20K
|
4.42K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
68+ 0.04% |
$17.5K - $19.7K
|
173K
$60.2M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
68+ 1.26% |
$17.5K - $19.7K
|
5.49K
$1.91M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.55% |
$17.3K - $19.5K
|
12.3K
$4.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
66+ 4.12% |
$17K - $19.2K
|
1.67K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
66+ 0.22% |
$17K - $19.2K
|
30.3K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 3.99% |
$17K - $19.2K
|
1.72K
$600K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
65+ 5.89% |
$16.8K - $18.9K
|
1.17K
$407K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 92.86% |
$16.8K - $18.9K
|
135
$47.1K
|