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 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-128- 3.13% |
$33K - $37.2K
|
3.97K
$1.42M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-128- 0.15% |
$33K - $37.2K
|
88K
$31.6M
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-128- 0.76% |
$33K - $37.2K
|
16.7K
$5.98M
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-128- 5.6% |
$33K - $37.2K
|
2.16K
$775K
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.59% |
$33.5K - $37.7K
|
21.8K
$7.82M
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-130- 0.77% |
$33.5K - $37.7K
|
16.7K
$5.99M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-131- 1.55% |
$33.8K - $38K
|
8.33K
$2.99M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-132- 0.25% |
$34.1K - $38.3K
|
51.7K
$18.6M
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-132- 3.25% |
$34.1K - $38.3K
|
3.93K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-136- 1.34% |
$35.1K - $39.5K
|
10K
$3.59M
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-136- 1.84% |
$35.1K - $39.5K
|
7.26K
$2.61M
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-137- 0.06% |
$35.3K - $39.8K
|
231K
$82.8M
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-139- 0.83% |
$35.9K - $40.4K
|
16.7K
$5.98M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-139- 1.87% |
$35.9K - $40.4K
|
7.28K
$2.61M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-139- 38.4% |
$35.9K - $40.4K
|
223
$80K
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-140- 0.35% |
$36.1K - $40.7K
|
40.2K
$14.4M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 6.59% |
$36.1K - $40.7K
|
1.98K
$712K
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-140- 9.87% |
$36.1K - $40.7K
|
1.28K
$459K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-141- 0.94% |
$36.4K - $40.9K
|
14.8K
$5.33M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-141- 24.78% |
$36.4K - $40.9K
|
428
$154K
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-141- 1.53% |
$36.4K - $40.9K
|
9.07K
$3.25M
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-143- 1.07% |
$36.9K - $41.5K
|
13.2K
$4.73M
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-143- 2.93% |
$36.9K - $41.5K
|
4.74K
$1.7M
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-143- 1.5% |
$36.9K - $41.5K
|
9.37K
$3.36M
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-143- 1.38% |
$36.9K - $41.5K
|
10.2K
$3.68M
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-145- 0.98% |
$37.4K - $42.1K
|
14.7K
$5.28M
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-145- 8.91% |
$37.4K - $42.1K
|
1.48K
$532K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-145- 3.48% |
$37.4K - $42.1K
|
4.02K
$1.44M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 2.57% |
$37.4K - $42.1K
|
5.49K
$1.97M
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-145- 3.32% |
$37.4K - $42.1K
|
4.22K
$1.51M
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-146- 1.85% |
$37.7K - $42.4K
|
7.73K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-147- 8.8% |
$37.9K - $42.7K
|
1.52K
$547K
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-148- 1.9% |
$38.2K - $43K
|
7.64K
$2.74M
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-149- 2.67% |
$38.4K - $43.3K
|
5.43K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-149- 1.0% |
$38.4K - $43.3K
|
14.8K
$5.32M
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 2.12% |
$38.7K - $43.6K
|
6.93K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-150- 15.0% |
$38.7K - $43.6K
|
850
$305K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-153- 16.36% |
$39.5K - $44.4K
|
782
$281K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-154- 1.96% |
$39.7K - $44.7K
|
7.71K
$2.77M
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-154- 1.52% |
$39.7K - $44.7K
|
9.96K
$3.57M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-154- 0.72% |
$39.7K - $44.7K
|
21.1K
$7.58M
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-155- 0.38% |
$40K - $45K
|
41K
$14.7M
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-155- 10.4% |
$40K - $45K
|
1.34K
$479K
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-155- 1.7% |
$40K - $45K
|
8.95K
$3.21M
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-156- 3.39% |
$40.2K - $45.3K
|
4.44K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-156- 4.41% |
$40.2K - $45.3K
|
3.38K
$1.21M
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-157- 0.47% |
$40.5K - $45.6K
|
33.4K
$12M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-158- 2.37% |
$40.8K - $45.9K
|
6.51K
$2.34M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-158- 5.43% |
$40.8K - $45.9K
|
2.75K
$987K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-159- 0.93% |
$41K - $46.2K
|
17K
$6.11M
|