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 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-159- 0.5% |
$41K - $46.2K
|
31.8K
$11.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160- 0.59% |
$41.3K - $46.5K
|
27.1K
$9.72M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-160- 4.24% |
$41.3K - $46.5K
|
3.62K
$1.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-161- 2.39% |
$41.5K - $46.7K
|
6.56K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-161- 3.12% |
$41.5K - $46.7K
|
4.99K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-162- 2.2% |
$41.8K - $47K
|
7.22K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-163- 3.09% |
$42.1K - $47.3K
|
5.12K
$1.84M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-163- 4.51% |
$42.1K - $47.3K
|
3.45K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-164- 3.26% |
$42.3K - $47.6K
|
4.87K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-164- 3.02% |
$42.3K - $47.6K
|
5.27K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-165- 0.9% |
$42.6K - $47.9K
|
18.1K
$6.49M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-165- 10.38% |
$42.6K - $47.9K
|
1.42K
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-167- 3.03% |
$43.1K - $48.5K
|
5.34K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-167- 2.23% |
$43.1K - $48.5K
|
7.33K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-168- 1.67% |
$43.3K - $48.8K
|
9.92K
$3.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-168- 1.68% |
$43.3K - $48.8K
|
9.85K
$3.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-169- 9.31% |
$43.6K - $49.1K
|
1.65K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-170- 48.3% |
$43.9K - $49.4K
|
182
$65.3K
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-170- 13.82% |
$43.9K - $49.4K
|
1.06K
$380K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-171- 1.07% |
$44.1K - $49.7K
|
15.8K
$5.67M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-172- 1.73% |
$44.4K - $49.9K
|
9.77K
$3.51M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-173- 8.97% |
$44.6K - $50.2K
|
1.76K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-173- 1.96% |
$44.6K - $50.2K
|
8.67K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-175- 0.65% |
$45.1K - $50.8K
|
26.7K
$9.57M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-175- 0.64% |
$45.1K - $50.8K
|
27K
$9.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-176- 4.37% |
$45.4K - $51.1K
|
3.85K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-176- 3.52% |
$45.4K - $51.1K
|
4.82K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-177- 3.18% |
$45.7K - $51.4K
|
5.4K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-177- 7.15% |
$45.7K - $51.4K
|
2.3K
$825K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-178- 0.65% |
$45.9K - $51.7K
|
27.4K
$9.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-179- 24.16% |
$46.2K - $52K
|
562
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-180- 1.07% |
$46.4K - $52.3K
|
16.6K
$5.95M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-185- 16.55% |
$47.7K - $53.7K
|
933
$335K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-185- 4.11% |
$47.7K - $53.7K
|
4.31K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-185- 0.43% |
$47.7K - $53.7K
|
43.1K
$15.5M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-185- 1.41% |
$47.7K - $53.7K
|
12.9K
$4.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-186- 3.26% |
$48K - $54K
|
5.53K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-186- 5.51% |
$48K - $54K
|
3.19K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-187- 3.55% |
$48.2K - $54.3K
|
5.08K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-190- 20.99% |
$49K - $55.2K
|
715
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-190- 2.77% |
$49K - $55.2K
|
6.68K
$2.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-191- 1.28% |
$49.3K - $55.5K
|
14.7K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-191- 8.41% |
$49.3K - $55.5K
|
2.08K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-192- 2.88% |
$49.5K - $55.8K
|
6.47K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-194- 3.97% |
$50K - $56.3K
|
4.69K
$1.68M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-194- 0.66% |
$50K - $56.3K
|
29.2K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-197- 0.44% |
$50.8K - $57.2K
|
44.3K
$15.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-199- 1.17% |
$51.3K - $57.8K
|
16.8K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-200- 2.74% |
$51.6K - $58.1K
|
7.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 16.67% |
$51.6K - $58.1K
|
1K
$359K
|