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 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2+ 0.21% |
$516 - $581
|
935
$336K
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2+ 0.01% |
$516 - $581
|
33.9K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.11% |
$258 - $290
|
923
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$258 - $290
|
4.68K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.1% |
$258 - $290
|
994
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.08% |
$258 - $290
|
1.2K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.04% |
$258 - $290
|
2.58K
$926K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.06% |
$258 - $290
|
1.68K
$604K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1+ 0.02% |
$258 - $290
|
5.06K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$258 - $290
|
1.02K
$365K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$258 - $290
|
977
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.03% |
$258 - $290
|
2.88K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.35% |
$258 - $290
|
287
$103K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$258 - $290
|
2.3K
$827K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1+ 0.05% |
$258 - $290
|
1.93K
$693K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.08% |
$258 - $290
|
1.27K
$454K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$258 - $290
|
1.15K
$413K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.04% |
$258 - $290
|
2.58K
$924K
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1+ 0.12% |
$258 - $290
|
829
$297K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.12% |
$258 - $290
|
857
$308K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.09% |
$258 - $290
|
1.14K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1+ 0.06% |
$258 - $290
|
1.78K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.15% |
$258 - $290
|
688
$247K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$258 - $290
|
4.49K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.12% |
$258 - $290
|
860
$309K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.05% |
$258 - $290
|
1.98K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$258 - $290
|
4.19K
$1.5M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.59% |
$258 - $290
|
64
$23K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.13% |
$258 - $290
|
773
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1- 0.02% |
$258 - $290
|
4.38K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1- 0.03% |
$258 - $290
|
3.7K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$258 - $290
|
939
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$258 - $290
|
3.24K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$258 - $290
|
967
$347K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$258 - $290
|
2.25K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 1.0% |
$258 - $290
|
99
$35.5K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$258 - $290
|
7.23K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2- 0.19% |
$516 - $581
|
1.06K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2- 0.04% |
$516 - $581
|
5.57K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2- 0.01% |
$516 - $581
|
22.9K
$8.21M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2- 0.1% |
$516 - $581
|
2.06K
$737K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.02% |
$774 - $871
|
14.3K
$5.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3- 0.2% |
$774 - $871
|
1.49K
$536K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 11.54% |
$774 - $871
|
23
$8.25K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.84% |
$774 - $871
|
354
$127K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$774 - $871
|
4.29K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.13% |
$774 - $871
|
2.25K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3- 0.32% |
$774 - $871
|
926
$332K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3- 0.08% |
$774 - $871
|
3.92K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4- 0.42% |
$1.03K - $1.16K
|
957
$343K
|