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 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
34+ 4.3% |
$8.77K - $9.87K
|
825
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
34+ 0.19% |
$8.77K - $9.87K
|
18.3K
$6.38M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
34+ 2.93% |
$8.77K - $9.87K
|
1.2K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.69% |
$8.77K - $9.87K
|
4.96K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
34+ 42.5% |
$8.77K - $9.87K
|
114
$39.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
33+ 3.12% |
$8.51K - $9.58K
|
1.09K
$381K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
33+ 3.7% |
$8.51K - $9.58K
|
924
$322K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33+ 4.34% |
$8.51K - $9.58K
|
794
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
32+ 0.29% |
$8.26K - $9.29K
|
11K
$3.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 0.45% |
$8.26K - $9.29K
|
7.1K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32+ 0.41% |
$8.26K - $9.29K
|
7.8K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
32+ 0.16% |
$8.26K - $9.29K
|
19.9K
$6.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
31+ 2.93% |
$8K - $9K
|
1.09K
$380K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
31+ 0.29% |
$8K - $9K
|
10.7K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
31+ 3.47% |
$8K - $9K
|
924
$322K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 9.58% |
$7.74K - $8.71K
|
343
$120K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 1.01% |
$7.74K - $8.71K
|
3.01K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30+ 3.67% |
$7.74K - $8.71K
|
847
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.8% |
$7.74K - $8.71K
|
3.79K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
30+ 0.87% |
$7.74K - $8.71K
|
3.48K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
29+ 4.0% |
$7.48K - $8.42K
|
754
$263K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
29+ 0.74% |
$7.48K - $8.42K
|
3.95K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
29+ 3.31% |
$7.48K - $8.42K
|
905
$315K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
29+ 1.67% |
$7.48K - $8.42K
|
1.76K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$7.48K - $8.42K
|
29
$10.1K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
29+ 1.71% |
$7.48K - $8.42K
|
1.73K
$603K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
28+ 0.1% |
$7.22K - $8.13K
|
26.9K
$9.39M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.22% |
$7.22K - $8.13K
|
12.9K
$4.49M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 2.69% |
$7.22K - $8.13K
|
1.07K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
28+ 1.0% |
$7.22K - $8.13K
|
2.84K
$990K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 3.09% |
$6.97K - $7.84K
|
900
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
27+ 1.34% |
$6.97K - $7.84K
|
2.05K
$714K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
27New |
$6.97K - $7.84K
|
27
$9.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
27+ 2.85% |
$6.97K - $7.84K
|
973
$339K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
27+ 7.94% |
$6.97K - $7.84K
|
367
$128K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
26+ 0.11% |
$6.71K - $7.55K
|
24.3K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
26+ 3.24% |
$6.71K - $7.55K
|
829
$289K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
26+ 0.25% |
$6.71K - $7.55K
|
10.3K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
26+ 0.15% |
$6.71K - $7.55K
|
17.5K
$6.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$6.45K - $7.26K
|
3.69K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 1.45% |
$6.45K - $7.26K
|
1.75K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25+ 6.89% |
$6.45K - $7.26K
|
388
$135K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25+ 2.2% |
$6.45K - $7.26K
|
1.16K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.09% |
$6.45K - $7.26K
|
26.4K
$9.21M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 1.58% |
$6.45K - $7.26K
|
1.6K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
25+ 4.04% |
$6.45K - $7.26K
|
644
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.62% |
$6.19K - $6.97K
|
3.88K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$6.19K - $6.97K
|
2.4K
$838K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
24+ 0.19% |
$6.19K - $6.97K
|
12.6K
$4.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.61% |
$6.19K - $6.97K
|
3.94K
$1.37M
|