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 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
69+ 2.82% |
$17.8K - $20K
|
2.52K
$903K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
69+ 7.8% |
$17.8K - $20K
|
954
$342K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
69+ 1.75% |
$17.8K - $20K
|
4.01K
$1.44M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
69+ 9.6% |
$17.8K - $20K
|
788
$283K
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
69+ 1.59% |
$17.8K - $20K
|
4.42K
$1.59M
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
68+ 0.04% |
$17.5K - $19.7K
|
173K
$62M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
68+ 1.26% |
$17.5K - $19.7K
|
5.49K
$1.97M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.55% |
$17.3K - $19.5K
|
12.3K
$4.43M
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
66+ 4.12% |
$17K - $19.2K
|
1.67K
$598K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
66+ 0.22% |
$17K - $19.2K
|
30.3K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 3.99% |
$17K - $19.2K
|
1.72K
$618K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
65+ 5.89% |
$16.8K - $18.9K
|
1.17K
$420K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 92.86% |
$16.8K - $18.9K
|
135
$48.4K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
65+ 0.92% |
$16.8K - $18.9K
|
7.13K
$2.56M
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
64+ 7.31% |
$16.5K - $18.6K
|
940
$337K
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
64+ 5.08% |
$16.5K - $18.6K
|
1.32K
$475K
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
63+ 1.99% |
$16.3K - $18.3K
|
3.23K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
62+ 0.58% |
$16K - $18K
|
10.8K
$3.88M
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
62+ 0.36% |
$16K - $18K
|
17.3K
$6.2M
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
61+ 0.21% |
$15.7K - $17.7K
|
29.3K
$10.5M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 1.7% |
$15.7K - $17.7K
|
3.65K
$1.31M
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
61+ 3.26% |
$15.7K - $17.7K
|
1.93K
$693K
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
60+ 0.05% |
$15.5K - $17.4K
|
123K
$44.1M
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
60+ 3.05% |
$15.5K - $17.4K
|
2.03K
$727K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
60+ 1.13% |
$15.5K - $17.4K
|
5.38K
$1.93M
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
60+ 2.99% |
$15.5K - $17.4K
|
2.07K
$741K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60+ 11.03% |
$15.5K - $17.4K
|
604
$217K
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
60+ 0.38% |
$15.5K - $17.4K
|
16K
$5.73M
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 1.42% |
$15.5K - $17.4K
|
4.3K
$1.54M
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
60+ 1.4% |
$15.5K - $17.4K
|
4.36K
$1.56M
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
60+ 2.36% |
$15.5K - $17.4K
|
2.6K
$934K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 1.77% |
$15.2K - $17.1K
|
3.38K
$1.21M
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
59+ 1.24% |
$15.2K - $17.1K
|
4.83K
$1.73M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59+ 6.05% |
$15.2K - $17.1K
|
1.04K
$371K
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
58+ 0.86% |
$15K - $16.8K
|
6.79K
$2.44M
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
58+ 2.43% |
$15K - $16.8K
|
2.44K
$877K
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
58+ 0.39% |
$15K - $16.8K
|
14.9K
$5.34M
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
58+ 3.81% |
$15K - $16.8K
|
1.58K
$568K
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
58+ 0.45% |
$15K - $16.8K
|
12.8K
$4.6M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
57+ 7.03% |
$14.7K - $16.6K
|
868
$311K
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
57+ 3.74% |
$14.7K - $16.6K
|
1.58K
$568K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
56New |
$14.4K - $16.3K
|
56
$20.1K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
55+ 1.65% |
$14.2K - $16K
|
3.39K
$1.21M
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
55+ 1.54% |
$14.2K - $16K
|
3.62K
$1.3M
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
55+ 2.16% |
$14.2K - $16K
|
2.6K
$932K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
55+ 2.91% |
$14.2K - $16K
|
1.95K
$699K
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
55+ 5.99% |
$14.2K - $16K
|
973
$349K
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
54+ 0.61% |
$13.9K - $15.7K
|
8.84K
$3.17M
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
52+ 0.83% |
$13.4K - $15.1K
|
6.34K
$2.28M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
52+ 5.71% |
$13.4K - $15.1K
|
962
$345K
|