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 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-22- 2.11% |
$5.68K - $6.39K
|
1.02K
$367K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 1.63% |
$5.68K - $6.39K
|
1.33K
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 5.09% |
$5.68K - $6.39K
|
410
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 1.46% |
$5.68K - $6.39K
|
1.48K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 2.51% |
$5.68K - $6.39K
|
855
$307K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-22- 1.35% |
$5.68K - $6.39K
|
1.61K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-23- 1.03% |
$5.93K - $6.68K
|
2.21K
$793K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$5.93K - $6.68K
|
8.19K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-23- 0.18% |
$5.93K - $6.68K
|
13.1K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.33% |
$5.93K - $6.68K
|
1.7K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 0.38% |
$5.93K - $6.68K
|
6.07K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-24- 2.75% |
$6.19K - $6.97K
|
849
$305K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24- 0.16% |
$6.19K - $6.97K
|
15.3K
$5.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 0.54% |
$6.45K - $7.26K
|
4.62K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-25- 0.24% |
$6.45K - $7.26K
|
10.5K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-25- 1.95% |
$6.45K - $7.26K
|
1.26K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-25- 0.28% |
$6.45K - $7.26K
|
9K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-25- 2.84% |
$6.45K - $7.26K
|
855
$307K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-25- 0.1% |
$6.45K - $7.26K
|
25.2K
$9.06M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-25- 0.28% |
$6.45K - $7.26K
|
9K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-27- 1.59% |
$6.97K - $7.84K
|
1.67K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-27- 0.8% |
$6.97K - $7.84K
|
3.33K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.14% |
$7.22K - $8.13K
|
19.5K
$6.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-28- 0.71% |
$7.22K - $8.13K
|
3.9K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-28- 0.07% |
$7.22K - $8.13K
|
39.8K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-28- 1.84% |
$7.22K - $8.13K
|
1.5K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28- 0.56% |
$7.22K - $8.13K
|
4.94K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-29- 2.08% |
$7.48K - $8.42K
|
1.37K
$491K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-29- 0.15% |
$7.48K - $8.42K
|
19.5K
$6.99M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 1.21% |
$7.48K - $8.42K
|
2.37K
$850K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-29- 0.21% |
$7.48K - $8.42K
|
14.1K
$5.06M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-30- 0.2% |
$7.74K - $8.71K
|
14.6K
$5.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 0.86% |
$7.74K - $8.71K
|
3.48K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30- 0.4% |
$7.74K - $8.71K
|
7.46K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 4.33% |
$7.74K - $8.71K
|
663
$238K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 0.63% |
$7.74K - $8.71K
|
4.73K
$1.7M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-30- 1.3% |
$7.74K - $8.71K
|
2.28K
$818K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-31- 1.65% |
$8K - $9K
|
1.85K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-31- 0.86% |
$8K - $9K
|
3.59K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-32- 0.05% |
$8.26K - $9.29K
|
61.8K
$22.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 2.57% |
$8.26K - $9.29K
|
1.22K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-33- 0.36% |
$8.51K - $9.58K
|
9.23K
$3.31M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-33- 2.39% |
$8.51K - $9.58K
|
1.35K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-33- 0.03% |
$8.51K - $9.58K
|
101K
$36.1M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-33- 3.66% |
$8.51K - $9.58K
|
869
$312K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-34- 0.22% |
$8.77K - $9.87K
|
15.2K
$5.46M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-34- 0.22% |
$8.77K - $9.87K
|
15.6K
$5.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-35- 5.5% |
$9.03K - $10.2K
|
601
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-35- 3.48% |
$9.03K - $10.2K
|
972
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 53.85% |
$9.03K - $10.2K
|
30
$10.8K
|