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
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-104- 3.82% |
$26.8K - $30.2K
|
2.62K
$941K
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-104- 1.01% |
$26.8K - $30.2K
|
10.2K
$3.65M
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-105- 10.57% |
$27.1K - $30.5K
|
888
$319K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-105- 3.78% |
$27.1K - $30.5K
|
2.67K
$959K
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-105- 3.47% |
$27.1K - $30.5K
|
2.92K
$1.05M
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-105- 0.27% |
$27.1K - $30.5K
|
38.2K
$13.7M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-108- 2.15% |
$27.9K - $31.4K
|
4.91K
$1.76M
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 4.06% |
$28.1K - $31.7K
|
2.57K
$924K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-109- 3.99% |
$28.1K - $31.7K
|
2.62K
$941K
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-109- 0.44% |
$28.1K - $31.7K
|
24.7K
$8.86M
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-109- 1.85% |
$28.1K - $31.7K
|
5.79K
$2.08M
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-110- 2.36% |
$28.4K - $31.9K
|
4.56K
$1.64M
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-110- 0.42% |
$28.4K - $31.9K
|
26.1K
$9.38M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-110- 4.51% |
$28.4K - $31.9K
|
2.33K
$837K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110- 0.88% |
$28.4K - $31.9K
|
12.4K
$4.44M
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-111- 1.34% |
$28.6K - $32.2K
|
8.2K
$2.94M
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111- 56.35% |
$28.6K - $32.2K
|
86
$30.9K
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-112- 0.35% |
$28.9K - $32.5K
|
31.5K
$11.3M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-112- 0.07% |
$28.9K - $32.5K
|
153K
$54.8M
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-113- 0.72% |
$29.2K - $32.8K
|
15.5K
$5.56M
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-113- 2.7% |
$29.2K - $32.8K
|
4.08K
$1.46M
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-113- 0.31% |
$29.2K - $32.8K
|
36.8K
$13.2M
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-113- 2.68% |
$29.2K - $32.8K
|
4.1K
$1.47M
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-114- 4.83% |
$29.4K - $33.1K
|
2.24K
$805K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-117- 0.76% |
$30.2K - $34K
|
15.3K
$5.5M
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-117- 3.97% |
$30.2K - $34K
|
2.83K
$1.02M
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-118- 3.75% |
$30.4K - $34.3K
|
3.03K
$1.09M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-118- 2.99% |
$30.4K - $34.3K
|
3.83K
$1.37M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-119- 0.3% |
$30.7K - $34.6K
|
39.9K
$14.3M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-120- 2.21% |
$31K - $34.8K
|
5.32K
$1.91M
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-120- 0.21% |
$31K - $34.8K
|
56.2K
$20.2M
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-121- 0.39% |
$31.2K - $35.1K
|
30.7K
$11M
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-121- 2.16% |
$31.2K - $35.1K
|
5.49K
$1.97M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-122- 3.77% |
$31.5K - $35.4K
|
3.11K
$1.12M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-123- 1.27% |
$31.7K - $35.7K
|
9.53K
$3.42M
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-123- 0.31% |
$31.7K - $35.7K
|
39.3K
$14.1M
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-124- 1.62% |
$32K - $36K
|
7.53K
$2.7M
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-124- 0.77% |
$32K - $36K
|
16K
$5.76M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-124- 0.33% |
$32K - $36K
|
37.2K
$13.4M
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-124- 1.2% |
$32K - $36K
|
10.2K
$3.66M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-125- 1.41% |
$32.2K - $36.3K
|
8.74K
$3.14M
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-125- 3.6% |
$32.2K - $36.3K
|
3.35K
$1.2M
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-125- 14.64% |
$32.2K - $36.3K
|
729
$262K
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-125- 0.75% |
$32.2K - $36.3K
|
16.6K
$5.96M
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.16% |
$32.2K - $36.3K
|
10.6K
$3.82M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-126- 10.4% |
$32.5K - $36.6K
|
1.09K
$389K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-126- 5.06% |
$32.5K - $36.6K
|
2.37K
$849K
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-126- 0.56% |
$32.5K - $36.6K
|
22.6K
$8.1M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-126- 3.82% |
$32.5K - $36.6K
|
3.17K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-127- 0.96% |
$32.8K - $36.9K
|
13.1K
$4.69M
|