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 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
26+ 0.25% |
$6.71K - $7.55K
|
10.3K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
26+ 0.15% |
$6.71K - $7.55K
|
17.5K
$6.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$6.45K - $7.26K
|
3.69K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 1.45% |
$6.45K - $7.26K
|
1.75K
$628K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25+ 6.89% |
$6.45K - $7.26K
|
388
$139K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25+ 2.2% |
$6.45K - $7.26K
|
1.16K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.09% |
$6.45K - $7.26K
|
26.4K
$9.48M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
25+ 1.58% |
$6.45K - $7.26K
|
1.6K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
25+ 4.04% |
$6.45K - $7.26K
|
644
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.62% |
$6.19K - $6.97K
|
3.88K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$6.19K - $6.97K
|
2.4K
$862K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
24+ 0.19% |
$6.19K - $6.97K
|
12.6K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.61% |
$6.19K - $6.97K
|
3.94K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
24+ 0.53% |
$6.19K - $6.97K
|
4.53K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
24+ 1.66% |
$6.19K - $6.97K
|
1.47K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
24+ 1.11% |
$6.19K - $6.97K
|
2.19K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
23+ 0.07% |
$5.93K - $6.68K
|
31.7K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
23+ 2.6% |
$5.93K - $6.68K
|
906
$325K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 0.28% |
$5.93K - $6.68K
|
8.38K
$3.01M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
23New |
$5.93K - $6.68K
|
23
$8.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 1.48% |
$5.68K - $6.39K
|
1.51K
$542K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.17% |
$5.68K - $6.39K
|
12.8K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
22New |
$5.68K - $6.39K
|
22
$7.89K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 0.04% |
$5.68K - $6.39K
|
52.4K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
22+ 2.09% |
$5.68K - $6.39K
|
1.07K
$385K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21+ 0.59% |
$5.42K - $6.1K
|
3.56K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
21+ 0.26% |
$5.42K - $6.1K
|
8.12K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 1.32% |
$5.42K - $6.1K
|
1.61K
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21+ 0.26% |
$5.42K - $6.1K
|
8.18K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
21+ 1.31% |
$5.42K - $6.1K
|
1.62K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
21+ 0.09% |
$5.42K - $6.1K
|
23.9K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
21+ 0.17% |
$5.42K - $6.1K
|
12.3K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
21+ 0.44% |
$5.42K - $6.1K
|
4.74K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 1.29% |
$5.42K - $6.1K
|
1.65K
$592K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20+ 0.15% |
$5.16K - $5.81K
|
13.6K
$4.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
20+ 0.2% |
$5.16K - $5.81K
|
10K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20+ 0.84% |
$5.16K - $5.81K
|
2.41K
$864K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
20+ 0.48% |
$5.16K - $5.81K
|
4.22K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
20+ 4.0% |
$5.16K - $5.81K
|
520
$187K
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20+ 1.14% |
$5.16K - $5.81K
|
1.78K
$638K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19+ 0.14% |
$4.9K - $5.52K
|
14K
$5.03M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
19+ 1.54% |
$4.9K - $5.52K
|
1.26K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
19+ 0.18% |
$4.9K - $5.52K
|
10.7K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
19+ 0.03% |
$4.9K - $5.52K
|
59.8K
$21.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
18+ 1.83% |
$4.64K - $5.23K
|
999
$359K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 1.93% |
$4.64K - $5.23K
|
952
$342K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.17% |
$4.64K - $5.23K
|
10.3K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
18+ 1.09% |
$4.64K - $5.23K
|
1.67K
$600K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18+ 0.25% |
$4.64K - $5.23K
|
7.29K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17+ 1.04% |
$4.39K - $4.94K
|
1.66K
$594K
|