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 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-252- 3.54% |
$65K - $73.2K
|
6.86K
$2.46M
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-253- 6.14% |
$65.3K - $73.5K
|
3.87K
$1.39M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-253- 5.05% |
$65.3K - $73.5K
|
4.75K
$1.71M
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-253- 0.89% |
$65.3K - $73.5K
|
28K
$10.1M
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-253- 0.17% |
$65.3K - $73.5K
|
150K
$53.7M
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-254- 15.59% |
$65.5K - $73.8K
|
1.38K
$493K
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-255- 0.71% |
$65.8K - $74K
|
35.9K
$12.9M
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-255- 1.69% |
$65.8K - $74K
|
14.9K
$5.33M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-259- 20.2% |
$66.8K - $75.2K
|
1.02K
$367K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-260- 1.35% |
$67.1K - $75.5K
|
19K
$6.83M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-261- 0.58% |
$67.3K - $75.8K
|
44.8K
$16.1M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-262- 2.03% |
$67.6K - $76.1K
|
12.7K
$4.54M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-263- 1.45% |
$67.8K - $76.4K
|
17.9K
$6.42M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-266- 5.97% |
$68.6K - $77.2K
|
4.19K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-266- 3.72% |
$68.6K - $77.2K
|
6.88K
$2.47M
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-267- 0.35% |
$68.9K - $77.5K
|
76.4K
$27.4M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-268- 0.61% |
$69.1K - $77.8K
|
43.6K
$15.6M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-268- 0.53% |
$69.1K - $77.8K
|
50.2K
$18M
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-269- 76.2% |
$69.4K - $78.1K
|
84
$30.1K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-269- 0.92% |
$69.4K - $78.1K
|
28.8K
$10.3M
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-270- 16.3% |
$69.7K - $78.4K
|
1.39K
$497K
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-271- 1.73% |
$69.9K - $78.7K
|
15.4K
$5.52M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-272- 1.95% |
$70.2K - $79K
|
13.7K
$4.91M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-275- 5.66% |
$70.9K - $79.9K
|
4.59K
$1.65M
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-275- 23.81% |
$70.9K - $79.9K
|
880
$316K
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-276- 0.75% |
$71.2K - $80.1K
|
36.7K
$13.2M
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-277- 1.36% |
$71.5K - $80.4K
|
20.1K
$7.2M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-278- 1.87% |
$71.7K - $80.7K
|
14.6K
$5.24M
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-282- 13.34% |
$72.8K - $81.9K
|
1.83K
$657K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-283- 6.09% |
$73K - $82.2K
|
4.36K
$1.57M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-284- 43.83% |
$73.3K - $82.5K
|
364
$131K
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-286- 6.28% |
$73.8K - $83K
|
4.27K
$1.53M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-286- 4.12% |
$73.8K - $83K
|
6.66K
$2.39M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-286- 2.58% |
$73.8K - $83K
|
10.8K
$3.87M
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-286- 2.72% |
$73.8K - $83K
|
10.2K
$3.67M
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-286- 0.76% |
$73.8K - $83K
|
37.5K
$13.5M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-289- 3.59% |
$74.6K - $83.9K
|
7.75K
$2.78M
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-292- 1.68% |
$75.3K - $84.8K
|
17.1K
$6.15M
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-292- 1.52% |
$75.3K - $84.8K
|
18.9K
$6.78M
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-292- 0.61% |
$75.3K - $84.8K
|
47.9K
$17.2M
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-295- 2.46% |
$76.1K - $85.7K
|
11.7K
$4.19M
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-295- 24.12% |
$76.1K - $85.7K
|
928
$333K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-297- 3.5% |
$76.6K - $86.2K
|
8.19K
$2.94M
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-298- 1.63% |
$76.9K - $86.5K
|
18K
$6.45M
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-299- 24.92% |
$77.1K - $86.8K
|
901
$323K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-300- 84.03% |
$77.4K - $87.1K
|
57
$20.5K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-301- 6.01% |
$77.7K - $87.4K
|
4.71K
$1.69M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-302- 10.5% |
$77.9K - $87.7K
|
2.57K
$924K
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-304- 1.24% |
$78.4K - $88.3K
|
24.2K
$8.67M
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-305- 1.39% |
$78.7K - $88.6K
|
21.7K
$7.79M
|