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 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.34% |
$3.87K - $4.36K
|
4.36K
$1.52M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
15+ 0.41% |
$3.87K - $4.36K
|
3.64K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
14+ 0.71% |
$3.61K - $4.07K
|
1.98K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 7.18% |
$3.61K - $4.07K
|
209
$72.8K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.02% |
$3.61K - $4.07K
|
56.9K
$19.8M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 0.25% |
$3.61K - $4.07K
|
5.62K
$1.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13+ 1.05% |
$3.35K - $3.77K
|
1.26K
$437K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 1.17% |
$3.35K - $3.77K
|
1.13K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
13+ 0.84% |
$3.35K - $3.77K
|
1.55K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
13+ 0.46% |
$3.35K - $3.77K
|
2.82K
$984K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
13+ 1.55% |
$3.35K - $3.77K
|
854
$298K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
13+ 0.11% |
$3.35K - $3.77K
|
12.3K
$4.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.74% |
$3.1K - $3.48K
|
700
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
12+ 1.15% |
$3.1K - $3.48K
|
1.06K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.34% |
$3.1K - $3.48K
|
3.54K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 0.51% |
$3.1K - $3.48K
|
2.37K
$825K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
11+ 0.23% |
$2.84K - $3.19K
|
4.73K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.56% |
$2.84K - $3.19K
|
1.98K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
11+ 0.8% |
$2.84K - $3.19K
|
1.39K
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 0.7% |
$2.58K - $2.9K
|
1.45K
$504K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.77% |
$2.58K - $2.9K
|
1.32K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.19% |
$2.58K - $2.9K
|
5.34K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10+ 0.66% |
$2.58K - $2.9K
|
1.52K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.68% |
$2.58K - $2.9K
|
1.48K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 0.12% |
$2.58K - $2.9K
|
8.49K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
10+ 0.74% |
$2.58K - $2.9K
|
1.36K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10New |
$2.58K - $2.9K
|
10
$3.49K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.2% |
$2.32K - $2.61K
|
4.51K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
9+ 0.91% |
$2.32K - $2.61K
|
1K
$349K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9+ 0.57% |
$2.32K - $2.61K
|
1.59K
$555K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
9+ 0.44% |
$2.32K - $2.61K
|
2.03K
$708K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 2.09% |
$2.32K - $2.61K
|
439
$153K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9+ 0.28% |
$2.32K - $2.61K
|
3.17K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9+ 1.06% |
$2.32K - $2.61K
|
858
$299K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
9+ 0.12% |
$2.32K - $2.61K
|
7.38K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.16% |
$2.32K - $2.61K
|
5.77K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 4.43% |
$2.32K - $2.61K
|
212
$73.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 1.02% |
$2.06K - $2.32K
|
796
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
8+ 0.02% |
$2.06K - $2.32K
|
41.2K
$14.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
8+ 0.01% |
$2.06K - $2.32K
|
59.9K
$20.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 1.7% |
$2.06K - $2.32K
|
478
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
8+ 0.18% |
$2.06K - $2.32K
|
4.51K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
8+ 0.04% |
$2.06K - $2.32K
|
21.6K
$7.52M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8+ 0.06% |
$2.06K - $2.32K
|
13.7K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$2.06K - $2.32K
|
2.96K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.25% |
$1.81K - $2.03K
|
2.78K
$969K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.85% |
$1.81K - $2.03K
|
831
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7+ 0.06% |
$1.81K - $2.03K
|
12.2K
$4.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.81K - $2.03K
|
2.6K
$907K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7+ 0.01% |
$1.81K - $2.03K
|
74.2K
$25.9M
|