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 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$1.55K - $1.74K
|
6.9K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6- 0.06% |
$1.55K - $1.74K
|
9.23K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6- 0.4% |
$1.55K - $1.74K
|
1.5K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 0.51% |
$1.55K - $1.74K
|
1.18K
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 0.38% |
$1.81K - $2.03K
|
1.85K
$646K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-7- 0.37% |
$1.81K - $2.03K
|
1.89K
$657K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7- 0.53% |
$1.81K - $2.03K
|
1.33K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-7- 0.14% |
$1.81K - $2.03K
|
4.82K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-7- 0.39% |
$1.81K - $2.03K
|
1.77K
$616K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-8- 0.22% |
$2.06K - $2.32K
|
3.65K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-8- 0.81% |
$2.06K - $2.32K
|
978
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-9- 0.42% |
$2.32K - $2.61K
|
2.13K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-9- 0.99% |
$2.32K - $2.61K
|
898
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-9- 1.27% |
$2.32K - $2.61K
|
702
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 47.37% |
$2.32K - $2.61K
|
10
$3.49K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9- 0.14% |
$2.32K - $2.61K
|
6.58K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$2.32K - $2.61K
|
8.53K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.41% |
$2.32K - $2.61K
|
2.2K
$767K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.32K - $2.61K
|
3.6K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-9- 0.88% |
$2.32K - $2.61K
|
1.02K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-9- 1.15% |
$2.32K - $2.61K
|
774
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.01% |
$2.58K - $2.9K
|
123K
$42.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 8.0% |
$2.58K - $2.9K
|
115
$40.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-10- 0.48% |
$2.58K - $2.9K
|
2.07K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.46% |
$2.58K - $2.9K
|
2.15K
$748K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-10- 0.87% |
$2.58K - $2.9K
|
1.14K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-10- 0.17% |
$2.58K - $2.9K
|
5.71K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-10- 0.15% |
$2.58K - $2.9K
|
6.7K
$2.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-11- 0.24% |
$2.84K - $3.19K
|
4.52K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Xxec, Inc.
|
SELL
|
- |
-11- 0.03% |
$2.84K - $3.19K
|
32.6K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-11- 0.24% |
$2.84K - $3.19K
|
4.49K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-11- 0.07% |
$2.84K - $3.19K
|
14.9K
$5.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-11- 0.44% |
$2.84K - $3.19K
|
2.5K
$872K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-12- 0.8% |
$3.1K - $3.48K
|
1.49K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-12- 0.64% |
$3.1K - $3.48K
|
1.87K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-12- 0.13% |
$3.1K - $3.48K
|
9.32K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.25% |
$3.1K - $3.48K
|
4.87K
$1.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.43% |
$3.35K - $3.77K
|
2.99K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-13- 0.13% |
$3.35K - $3.77K
|
9.98K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-13- 0.97% |
$3.35K - $3.77K
|
1.33K
$463K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-14- 0.23% |
$3.61K - $4.07K
|
6.09K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 4.75% |
$3.61K - $4.07K
|
281
$97.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 3.86% |
$3.61K - $4.07K
|
349
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-14- 0.34% |
$3.61K - $4.07K
|
4.05K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.18% |
$3.61K - $4.07K
|
1.17K
$408K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14- 0.03% |
$3.61K - $4.07K
|
42.7K
$14.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-14- 0.79% |
$3.61K - $4.07K
|
1.76K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-14- 0.24% |
$3.61K - $4.07K
|
5.94K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-14- 0.18% |
$3.61K - $4.07K
|
7.56K
$2.64M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 0.38% |
$3.61K - $4.07K
|
3.71K
$1.29M
|