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
|
Stone Point Wealth LLC
|
BUY
|
- |
65+ 0.92% |
$16.8K - $18.9K
|
7.13K
$2.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
64+ 7.31% |
$16.5K - $18.6K
|
940
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
64+ 5.08% |
$16.5K - $18.6K
|
1.32K
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
63+ 1.99% |
$16.3K - $18.3K
|
3.23K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
62+ 0.58% |
$16K - $18K
|
10.8K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
62+ 0.36% |
$16K - $18K
|
17.3K
$6.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
61+ 0.21% |
$15.7K - $17.7K
|
29.3K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 1.7% |
$15.7K - $17.7K
|
3.65K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
61+ 3.26% |
$15.7K - $17.7K
|
1.93K
$673K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
60+ 0.05% |
$15.5K - $17.4K
|
123K
$42.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
60+ 3.05% |
$15.5K - $17.4K
|
2.03K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
60+ 1.13% |
$15.5K - $17.4K
|
5.38K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
60+ 2.99% |
$15.5K - $17.4K
|
2.07K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60+ 11.03% |
$15.5K - $17.4K
|
604
$211K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
60+ 0.38% |
$15.5K - $17.4K
|
16K
$5.56M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 1.42% |
$15.5K - $17.4K
|
4.3K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
60+ 1.4% |
$15.5K - $17.4K
|
4.36K
$1.52M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
60+ 2.36% |
$15.5K - $17.4K
|
2.6K
$908K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 1.77% |
$15.2K - $17.1K
|
3.38K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
59+ 1.24% |
$15.2K - $17.1K
|
4.83K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59+ 6.05% |
$15.2K - $17.1K
|
1.04K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
58+ 0.86% |
$15K - $16.8K
|
6.79K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
58+ 2.43% |
$15K - $16.8K
|
2.44K
$852K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
58+ 0.39% |
$15K - $16.8K
|
14.9K
$5.19M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
58+ 3.81% |
$15K - $16.8K
|
1.58K
$551K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
58+ 0.45% |
$15K - $16.8K
|
12.8K
$4.47M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
57+ 7.03% |
$14.7K - $16.6K
|
868
$303K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
57+ 3.74% |
$14.7K - $16.6K
|
1.58K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
56New |
$14.4K - $16.3K
|
56
$19.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
55+ 1.65% |
$14.2K - $16K
|
3.39K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
55+ 1.54% |
$14.2K - $16K
|
3.62K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
55+ 2.16% |
$14.2K - $16K
|
2.6K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
55+ 2.91% |
$14.2K - $16K
|
1.95K
$679K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
55+ 5.99% |
$14.2K - $16K
|
973
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
54+ 0.61% |
$13.9K - $15.7K
|
8.84K
$3.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 0.83% |
$13.4K - $15.1K
|
6.34K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
52+ 5.71% |
$13.4K - $15.1K
|
962
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
51+ 2.1% |
$13.2K - $14.8K
|
2.48K
$865K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
51+ 1.38% |
$13.2K - $14.8K
|
3.75K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
51+ 1.75% |
$13.2K - $14.8K
|
2.97K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
50+ 0.97% |
$12.9K - $14.5K
|
5.2K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.61% |
$12.9K - $14.5K
|
3.16K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
50+ 2.1% |
$12.9K - $14.5K
|
2.43K
$846K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.48% |
$12.9K - $14.5K
|
10.6K
$3.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
49+ 0.74% |
$12.6K - $14.2K
|
6.69K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
48+ 0.77% |
$12.4K - $13.9K
|
6.31K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
48+ 0.53% |
$12.4K - $13.9K
|
9.09K
$3.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
48+ 6.0% |
$12.4K - $13.9K
|
848
$296K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48+ 0.22% |
$12.4K - $13.9K
|
22K
$7.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
46+ 2.03% |
$11.9K - $13.4K
|
2.31K
$804K
|