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
|
Chapman Investment Management, LLC
|
SELL
|
- |
-305- 1.04% |
$78.7K - $88.6K
|
29K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-306- 9.94% |
$78.9K - $88.9K
|
2.77K
$995K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-308- 3.71% |
$79.5K - $89.4K
|
7.99K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-317- 1.12% |
$81.8K - $92K
|
28.1K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-318- 0.26% |
$82K - $92.3K
|
122K
$43.6M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-323- 1.32% |
$83.3K - $93.8K
|
24.1K
$8.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-326- 0.92% |
$84.1K - $94.7K
|
35K
$12.5M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-328- 6.16% |
$84.6K - $95.2K
|
5K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-329- 0.86% |
$84.9K - $95.5K
|
37.8K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-329- 0.77% |
$84.9K - $95.5K
|
42.4K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-329- 2.01% |
$84.9K - $95.5K
|
16K
$5.76M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-330- 2.87% |
$85.1K - $95.8K
|
11.2K
$4.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-331- 15.0% |
$85.4K - $96.1K
|
1.88K
$673K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-333- 8.56% |
$85.9K - $96.7K
|
3.56K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-334- 26.18% |
$86.2K - $97K
|
942
$338K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-336- 13.08% |
$86.7K - $97.6K
|
2.23K
$801K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-337- 8.33% |
$86.9K - $97.9K
|
3.71K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-338- 2.04% |
$87.2K - $98.1K
|
16.2K
$5.82M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-341- 6.48% |
$88K - $99K
|
4.92K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-343- 11.01% |
$88.5K - $99.6K
|
2.77K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-346- 9.49% |
$89.3K - $100K
|
3.3K
$1.18M
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-348- 4.72% |
$89.8K - $101K
|
7.03K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-349- 20.15% |
$90K - $101K
|
1.38K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-350- 23.49% |
$90.3K - $102K
|
1.14K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-350- 1.74% |
$90.3K - $102K
|
19.8K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 17.95% |
$90.3K - $102K
|
1.6K
$574K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-351- 1.19% |
$90.6K - $102K
|
29.2K
$10.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-354- 3.11% |
$91.3K - $103K
|
11K
$3.96M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-355- 3.74% |
$91.6K - $103K
|
9.14K
$3.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-356- 4.05% |
$91.8K - $103K
|
8.44K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-359- 1.67% |
$92.6K - $104K
|
21.1K
$7.58M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-362- 9.05% |
$93.4K - $105K
|
3.64K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-365- 2.42% |
$94.2K - $106K
|
14.7K
$5.27M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-367- 3.0% |
$94.7K - $107K
|
11.9K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-367- 1.47% |
$94.7K - $107K
|
24.6K
$8.84M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-370- 22.08% |
$95.5K - $107K
|
1.31K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-375- 12.83% |
$96.7K - $109K
|
2.55K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-383- 1.1% |
$98.8K - $111K
|
34.3K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-387- 24.89% |
$99.8K - $112K
|
1.17K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-390- 94.2% |
$101K - $113K
|
24
$8.61K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-390- 1.31% |
$101K - $113K
|
29.3K
$10.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-393- 0.68% |
$101K - $114K
|
57.8K
$20.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-394- 2.28% |
$102K - $114K
|
16.9K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-394- 1.69% |
$102K - $114K
|
22.9K
$8.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-395- 0.26% |
$102K - $115K
|
152K
$54.6M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-395- 7.26% |
$102K - $115K
|
5.05K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-396- 10.91% |
$102K - $115K
|
3.23K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-396- 4.77% |
$102K - $115K
|
7.91K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-397- 1.05% |
$102K - $115K
|
37.4K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-399- 25.96% |
$103K - $116K
|
1.14K
$408K
|