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 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-400- 27.78% |
$103K - $116K
|
1.04K
$373K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-400- 11.8% |
$103K - $116K
|
2.99K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-405- 22.44% |
$104K - $118K
|
1.4K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-406- 4.43% |
$105K - $118K
|
8.77K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-410- 10.79% |
$106K - $119K
|
3.39K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-414- 4.02% |
$107K - $120K
|
9.87K
$3.54M
|
|
|
Mar 05, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-418- 1.18% |
$108K - $121K
|
35.1K
$12.6M
|
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-418- 1.18% |
$108K - $121K
|
35.1K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-420- 10.82% |
$108K - $122K
|
3.46K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-420- 6.72% |
$108K - $122K
|
5.83K
$2.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-423- 7.05% |
$109K - $123K
|
5.58K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-425- 1.59% |
$110K - $123K
|
26.2K
$9.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-432- 8.36% |
$111K - $125K
|
4.74K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-433- 12.4% |
$112K - $126K
|
3.06K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-433- 9.31% |
$112K - $126K
|
4.22K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-435- 4.06% |
$112K - $126K
|
10.3K
$3.69M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 2.8% |
$112K - $127K
|
15.1K
$5.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-439- 3.2% |
$113K - $127K
|
13.3K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-444- 7.1% |
$115K - $129K
|
5.81K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-447- 1.6% |
$115K - $130K
|
27.5K
$9.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-447- 6.9% |
$115K - $130K
|
6.03K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-447- 1.31% |
$115K - $130K
|
33.6K
$12.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-455- 3.87% |
$117K - $132K
|
11.3K
$4.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-459- 3.33% |
$118K - $133K
|
13.3K
$4.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-463- 7.16% |
$119K - $134K
|
6.01K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-463- 1.62% |
$119K - $134K
|
28.2K
$10.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-467- 4.29% |
$120K - $136K
|
10.4K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-470- 4.92% |
$121K - $136K
|
9.08K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-473- 3.85% |
$122K - $137K
|
11.8K
$4.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-474- 2.66% |
$122K - $138K
|
17.3K
$6.22M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-474- 0.8% |
$122K - $138K
|
58.4K
$21M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-474- 23.94% |
$122K - $138K
|
1.51K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.9% |
$123K - $138K
|
11.7K
$4.2M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-477- 14.15% |
$123K - $139K
|
2.89K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-480- 0.66% |
$124K - $139K
|
72.4K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-480- 1.8% |
$124K - $139K
|
26.2K
$9.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-481- 2.75% |
$124K - $140K
|
17K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-484- 0.08% |
$125K - $141K
|
627K
$225M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-490- 1.07% |
$126K - $142K
|
45.1K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-492- 4.14% |
$127K - $143K
|
11.4K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-495- 3.01% |
$128K - $144K
|
16K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-498- 15.07% |
$128K - $145K
|
2.81K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-499- 16.55% |
$129K - $145K
|
2.52K
$903K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 9.63% |
$129K - $145K
|
4.69K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-505- 9.55% |
$130K - $147K
|
4.78K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-505- 1.2% |
$130K - $147K
|
41.7K
$15M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-506- 0.1% |
$131K - $147K
|
497K
$178M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-506- 8.97% |
$131K - $147K
|
5.13K
$1.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-514- 1.47% |
$133K - $149K
|
34.4K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-515- 33.64% |
$133K - $150K
|
1.02K
$365K
|