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
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-12- 0.13% |
$3.1K - $3.48K
|
9.32K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.25% |
$3.1K - $3.48K
|
4.87K
$1.75M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.43% |
$3.35K - $3.77K
|
2.99K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-13- 0.13% |
$3.35K - $3.77K
|
9.98K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-13- 0.97% |
$3.35K - $3.77K
|
1.33K
$477K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-14- 0.23% |
$3.61K - $4.07K
|
6.09K
$2.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 4.75% |
$3.61K - $4.07K
|
281
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 3.86% |
$3.61K - $4.07K
|
349
$125K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-14- 0.34% |
$3.61K - $4.07K
|
4.05K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.18% |
$3.61K - $4.07K
|
1.17K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14- 0.03% |
$3.61K - $4.07K
|
42.7K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-14- 0.79% |
$3.61K - $4.07K
|
1.76K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-14- 0.24% |
$3.61K - $4.07K
|
5.94K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-14- 0.18% |
$3.61K - $4.07K
|
7.56K
$2.71M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 0.38% |
$3.61K - $4.07K
|
3.71K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 0.04% |
$3.87K - $4.36K
|
40K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.2% |
$3.87K - $4.36K
|
7.47K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15- 0.03% |
$3.87K - $4.36K
|
48.3K
$17.3M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.54% |
$3.87K - $4.36K
|
2.78K
$998K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.14% |
$3.87K - $4.36K
|
10.8K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.61% |
$3.87K - $4.36K
|
2.43K
$873K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16- 0.46% |
$4.13K - $4.65K
|
3.5K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16- 0.1% |
$4.13K - $4.65K
|
16.1K
$5.77M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-16- 0.9% |
$4.13K - $4.65K
|
1.75K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-16- 1.47% |
$4.13K - $4.65K
|
1.08K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16- 0.92% |
$4.13K - $4.65K
|
1.72K
$616K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-17- 1.6% |
$4.39K - $4.94K
|
1.04K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.23% |
$4.39K - $4.94K
|
7.23K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-17- 0.39% |
$4.39K - $4.94K
|
4.31K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 0.13% |
$4.64K - $5.23K
|
14.1K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-18- 2.32% |
$4.64K - $5.23K
|
758
$272K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-18- 0.98% |
$4.64K - $5.23K
|
1.81K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-19- 1.2% |
$4.9K - $5.52K
|
1.56K
$561K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-19- 1.39% |
$4.9K - $5.52K
|
1.35K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-19- 1.68% |
$4.9K - $5.52K
|
1.11K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 0.47% |
$4.9K - $5.52K
|
4.03K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-19- 0.55% |
$4.9K - $5.52K
|
3.43K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 1.37% |
$5.16K - $5.81K
|
1.44K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-20- 0.47% |
$5.16K - $5.81K
|
4.28K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-20- 0.62% |
$5.16K - $5.81K
|
3.22K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-20- 0.51% |
$5.16K - $5.81K
|
3.89K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.1% |
$5.16K - $5.81K
|
19.6K
$7.03M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-20- 0.6% |
$5.16K - $5.81K
|
3.3K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.12% |
$5.16K - $5.81K
|
16K
$5.74M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-20- 0.31% |
$5.16K - $5.81K
|
6.53K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.18% |
$5.16K - $5.81K
|
11.4K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.9% |
$5.16K - $5.81K
|
2.21K
$794K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-21- 1.23% |
$5.42K - $6.1K
|
1.69K
$605K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-21- 11.67% |
$5.42K - $6.1K
|
159
$57.1K
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-21- 0.2% |
$5.42K - $6.1K
|
10.7K
$3.83M
|