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 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-202- 20.3% |
$52.1K - $58.7K
|
793
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-204- 1.26% |
$52.6K - $59.2K
|
16K
$5.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-204- 0.5% |
$52.6K - $59.2K
|
40.6K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-205- 4.24% |
$52.9K - $59.5K
|
4.63K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-206- 0.98% |
$53.1K - $59.8K
|
20.7K
$7.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-206- 2.21% |
$53.1K - $59.8K
|
9.11K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-207- 1.03% |
$53.4K - $60.1K
|
20K
$7.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-208- 12.39% |
$53.7K - $60.4K
|
1.47K
$528K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-209- 1.89% |
$53.9K - $60.7K
|
10.8K
$3.89M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-209- 8.57% |
$53.9K - $60.7K
|
2.23K
$800K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-210- 3.42% |
$54.2K - $61K
|
5.92K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-211- 3.07% |
$54.4K - $61.3K
|
6.67K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-211- 1.1% |
$54.4K - $61.3K
|
19K
$6.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-212- 5.04% |
$54.7K - $61.6K
|
3.99K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-212- 1.46% |
$54.7K - $61.6K
|
14.3K
$5.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-213- 6.1% |
$54.9K - $61.8K
|
3.28K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-213- 69.61% |
$54.9K - $61.8K
|
93
$33.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-214- 2.89% |
$55.2K - $62.1K
|
7.18K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-214- 4.62% |
$55.2K - $62.1K
|
4.42K
$1.59M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-214- 42.29% |
$55.2K - $62.1K
|
292
$105K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-216- 7.85% |
$55.7K - $62.7K
|
2.54K
$910K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-217- 5.97% |
$56K - $63K
|
3.42K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-218- 5.79% |
$56.2K - $63.3K
|
3.54K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-221- 13.15% |
$57K - $64.2K
|
1.46K
$524K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-221- 4.52% |
$57K - $64.2K
|
4.67K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-222- 1.76% |
$57.3K - $64.5K
|
12.4K
$4.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-223- 2.1% |
$57.5K - $64.8K
|
10.4K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-225- 7.01% |
$58K - $65.3K
|
2.99K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-227- 1.66% |
$58.6K - $65.9K
|
13.4K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-228- 1.94% |
$58.8K - $66.2K
|
11.6K
$4.14M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-229- 9.16% |
$59.1K - $66.5K
|
2.27K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-230- 0.56% |
$59.3K - $66.8K
|
40.9K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-234- 17.9% |
$60.4K - $67.9K
|
1.07K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-235- 23.98% |
$60.6K - $68.2K
|
745
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-235- 1.45% |
$60.6K - $68.2K
|
16K
$5.73M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-235- 0.42% |
$60.6K - $68.2K
|
55.7K
$20M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-235- 1.9% |
$60.6K - $68.2K
|
12.1K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-235- 16.79% |
$60.6K - $68.2K
|
1.17K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-237- 0.77% |
$61.1K - $68.8K
|
30.6K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-239- 2.09% |
$61.7K - $69.4K
|
11.2K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-240- 3.92% |
$61.9K - $69.7K
|
5.88K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-242- 8.3% |
$62.4K - $70.3K
|
2.68K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-242- 9.87% |
$62.4K - $70.3K
|
2.21K
$793K
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-244- 1.0% |
$62.9K - $70.9K
|
24.2K
$8.68M
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-246- 0.51% |
$63.5K - $71.4K
|
48.4K
$17.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-247- 1.67% |
$63.7K - $71.7K
|
14.6K
$5.23M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-248- 1.82% |
$64K - $72K
|
13.4K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-249- 10.52% |
$64.2K - $72.3K
|
2.12K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-250- 3.92% |
$64.5K - $72.6K
|
6.13K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-250- 1.25% |
$64.5K - $72.6K
|
19.8K
$7.11M
|