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 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-35- 0.77% |
$9.03K - $10.2K
|
4.49K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-35- 53.03% |
$9.03K - $10.2K
|
31
$11.1K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 0.75% |
$9.03K - $10.2K
|
4.62K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-35- 0.81% |
$9.03K - $10.2K
|
4.27K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-35- 1.51% |
$9.03K - $10.2K
|
2.28K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36- 0.42% |
$9.29K - $10.5K
|
8.52K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 0.95% |
$9.29K - $10.5K
|
3.75K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-37- 0.34% |
$9.55K - $10.7K
|
10.7K
$3.85M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-38- 2.81% |
$9.8K - $11K
|
1.31K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-38- 2.48% |
$9.8K - $11K
|
1.5K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-38- 0.86% |
$9.8K - $11K
|
4.38K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-38- 1.95% |
$9.8K - $11K
|
1.91K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-38- 1.9% |
$9.8K - $11K
|
1.96K
$704K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-39- 1.1% |
$10.1K - $11.3K
|
3.51K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-39- 4.6% |
$10.1K - $11.3K
|
808
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-39- 0.16% |
$10.1K - $11.3K
|
24.8K
$8.89M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-39- 6.96% |
$10.1K - $11.3K
|
521
$187K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-39- 1.38% |
$10.1K - $11.3K
|
2.78K
$998K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-40- 0.99% |
$10.3K - $11.6K
|
3.99K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-40- 0.17% |
$10.3K - $11.6K
|
23.6K
$8.45M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-40- 5.15% |
$10.3K - $11.6K
|
736
$264K
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-40- 4.94% |
$10.3K - $11.6K
|
770
$276K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-40- 1.41% |
$10.3K - $11.6K
|
2.81K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-40- 1.86% |
$10.3K - $11.6K
|
2.12K
$759K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-41- 0.88% |
$10.6K - $11.9K
|
4.62K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-41- 3.88% |
$10.6K - $11.9K
|
1.02K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-41- 0.22% |
$10.6K - $11.9K
|
18.8K
$6.73M
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-42- 0.01% |
$10.8K - $12.2K
|
315K
$113M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-43- 5.32% |
$11.1K - $12.5K
|
766
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-43- 0.31% |
$11.1K - $12.5K
|
14K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-43- 0.12% |
$11.1K - $12.5K
|
35.7K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-44- 3.21% |
$11.4K - $12.8K
|
1.33K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-44- 1.08% |
$11.4K - $12.8K
|
4.02K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-44- 1.47% |
$11.4K - $12.8K
|
2.95K
$1.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 5.79% |
$11.4K - $12.8K
|
716
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-45- 2.4% |
$11.6K - $13.1K
|
1.83K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-45- 0.27% |
$11.6K - $13.1K
|
16.4K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-45- 0.32% |
$11.6K - $13.1K
|
14K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-45- 1.16% |
$11.6K - $13.1K
|
3.82K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-46- 3.88% |
$11.9K - $13.4K
|
1.14K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-46- 0.35% |
$11.9K - $13.4K
|
13.3K
$4.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-47- 2.13% |
$12.1K - $13.6K
|
2.16K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-47- 2.26% |
$12.1K - $13.6K
|
2.03K
$728K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-48- 2.6% |
$12.4K - $13.9K
|
1.8K
$645K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-48- 0.81% |
$12.4K - $13.9K
|
5.85K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-48- 4.48% |
$12.4K - $13.9K
|
1.02K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-49- 6.29% |
$12.6K - $14.2K
|
730
$262K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.76% |
$12.9K - $14.5K
|
2.79K
$1M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.26% |
$12.9K - $14.5K
|
19.2K
$6.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.45% |
$12.9K - $14.5K
|
11.1K
$3.99M
|