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 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 4.43% |
$2.32K - $2.61K
|
212
$76.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 1.02% |
$2.06K - $2.32K
|
796
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
8+ 0.02% |
$2.06K - $2.32K
|
41.2K
$14.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
8+ 0.01% |
$2.06K - $2.32K
|
59.9K
$21.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 1.7% |
$2.06K - $2.32K
|
478
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
8+ 0.18% |
$2.06K - $2.32K
|
4.51K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
8+ 0.04% |
$2.06K - $2.32K
|
21.6K
$7.74M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8+ 0.06% |
$2.06K - $2.32K
|
13.7K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$2.06K - $2.32K
|
2.96K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.25% |
$1.81K - $2.03K
|
2.78K
$998K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.85% |
$1.81K - $2.03K
|
831
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7+ 0.06% |
$1.81K - $2.03K
|
12.2K
$4.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.81K - $2.03K
|
2.6K
$933K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7+ 0.01% |
$1.81K - $2.03K
|
74.2K
$26.6M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.04% |
$1.81K - $2.03K
|
16.3K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.4% |
$1.81K - $2.03K
|
1.75K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6+ 0.1% |
$1.55K - $1.74K
|
5.78K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6+ 0.15% |
$1.55K - $1.74K
|
4K
$1.44M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.16% |
$1.55K - $1.74K
|
3.74K
$1.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
5+ 0.18% |
$1.29K - $1.45K
|
2.76K
$989K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5+ 0.53% |
$1.29K - $1.45K
|
942
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.37% |
$1.29K - $1.45K
|
1.37K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.31% |
$1.29K - $1.45K
|
1.61K
$579K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 1.0% |
$1.29K - $1.45K
|
506
$182K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.1% |
$1.29K - $1.45K
|
4.83K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
5+ 0.05% |
$1.29K - $1.45K
|
10.3K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
5+ 0.09% |
$1.29K - $1.45K
|
5.31K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.1% |
$1.29K - $1.45K
|
4.77K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.13% |
$1.29K - $1.45K
|
3.77K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4+ 0.1% |
$1.03K - $1.16K
|
4.16K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$1.03K - $1.16K
|
5.72K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.2% |
$1.03K - $1.16K
|
1.98K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.29% |
$1.03K - $1.16K
|
1.38K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$1.03K - $1.16K
|
14.1K
$5.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3+ 0.05% |
$774 - $871
|
5.56K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.07% |
$774 - $871
|
4.12K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3+ 0.21% |
$774 - $871
|
1.45K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3+ 0.24% |
$774 - $871
|
1.27K
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$516 - $581
|
1.62K
$582K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$516 - $581
|
783
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
2+ 0.13% |
$516 - $581
|
1.49K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.24% |
$516 - $581
|
829
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$516 - $581
|
2.41K
$864K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.16% |
$516 - $581
|
1.22K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2+ 0.19% |
$516 - $581
|
1.05K
$375K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.15% |
$516 - $581
|
1.32K
$474K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2+ 0.03% |
$516 - $581
|
6.15K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.2% |
$516 - $581
|
1.01K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.06% |
$516 - $581
|
3.16K
$1.13M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.09% |
$516 - $581
|
2.2K
$789K
|