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 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-63- 0.84% |
$16.3K - $18.3K
|
7.44K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-63- 3.42% |
$16.3K - $18.3K
|
1.78K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-63- 2.79% |
$16.3K - $18.3K
|
2.19K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-64- 0.55% |
$16.5K - $18.6K
|
11.6K
$4.18M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-64- 0.94% |
$16.5K - $18.6K
|
6.77K
$2.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-65- 3.53% |
$16.8K - $18.9K
|
1.77K
$637K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-65- 5.15% |
$16.8K - $18.9K
|
1.2K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-66- 1.23% |
$17K - $19.2K
|
5.29K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-67- 1.42% |
$17.3K - $19.5K
|
4.65K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-67- 0.38% |
$17.3K - $19.5K
|
17.5K
$6.28M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-67- 0.53% |
$17.3K - $19.5K
|
12.5K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-67- 3.18% |
$17.3K - $19.5K
|
2.04K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-67- 0.54% |
$17.3K - $19.5K
|
12.3K
$4.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-68- 1.29% |
$17.5K - $19.7K
|
5.2K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-68- 8.5% |
$17.5K - $19.7K
|
732
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-68- 2.33% |
$17.5K - $19.7K
|
2.85K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-68- 0.56% |
$17.5K - $19.7K
|
12K
$4.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-69- 8.61% |
$17.8K - $20K
|
732
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-69- 0.46% |
$17.8K - $20K
|
14.8K
$5.33M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-70- 0.41% |
$18.1K - $20.3K
|
17.1K
$6.13M
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-70- 0.12% |
$18.1K - $20.3K
|
59.1K
$21.2M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-70- 2.35% |
$18.1K - $20.3K
|
2.91K
$1.04M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-70- 0.35% |
$18.1K - $20.3K
|
20K
$7.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-72- 7.78% |
$18.6K - $20.9K
|
853
$306K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 3.74% |
$18.8K - $21.2K
|
1.88K
$675K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-73- 91.25% |
$18.8K - $21.2K
|
7
$2.51K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-74- 2.89% |
$19.1K - $21.5K
|
2.49K
$892K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-75- 1.61% |
$19.3K - $21.8K
|
4.58K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-75- 1.61% |
$19.3K - $21.8K
|
4.57K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-75- 0.51% |
$19.3K - $21.8K
|
14.5K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-75- 0.42% |
$19.3K - $21.8K
|
17.9K
$6.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-76- 4.3% |
$19.6K - $22.1K
|
1.69K
$607K
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-76- 2.13% |
$19.6K - $22.1K
|
3.49K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-76- 1.48% |
$19.6K - $22.1K
|
5.06K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-76- 7.37% |
$19.6K - $22.1K
|
955
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-77- 1.4% |
$19.9K - $22.4K
|
5.43K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-78- 2.83% |
$20.1K - $22.6K
|
2.68K
$963K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-80- 1.19% |
$20.6K - $23.2K
|
6.64K
$2.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-80- 7.38% |
$20.6K - $23.2K
|
1K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-81- 0.91% |
$20.9K - $23.5K
|
8.85K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-81- 1.01% |
$20.9K - $23.5K
|
7.94K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-82- 0.23% |
$21.2K - $23.8K
|
36.1K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-83- 1.85% |
$21.4K - $24.1K
|
4.41K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-83- 1.41% |
$21.4K - $24.1K
|
5.79K
$2.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-84- 3.42% |
$21.7K - $24.4K
|
2.37K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-84- 0.21% |
$21.7K - $24.4K
|
40K
$14.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-85- 2.95% |
$21.9K - $24.7K
|
2.79K
$1M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-85- 2.7% |
$21.9K - $24.7K
|
3.06K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-85- 1.7% |
$21.9K - $24.7K
|
4.91K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-85- 0.68% |
$21.9K - $24.7K
|
12.4K
$4.44M
|