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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-459- 3.33% |
$118K - $133K
|
13.3K
$4.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-463- 7.16% |
$119K - $134K
|
6.01K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-463- 1.62% |
$119K - $134K
|
28.2K
$9.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-467- 4.29% |
$120K - $136K
|
10.4K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-470- 4.92% |
$121K - $136K
|
9.08K
$3.17M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-473- 3.85% |
$122K - $137K
|
11.8K
$4.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-474- 2.66% |
$122K - $138K
|
17.3K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-474- 0.8% |
$122K - $138K
|
58.4K
$20.4M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-474- 23.94% |
$122K - $138K
|
1.51K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.9% |
$123K - $138K
|
11.7K
$4.08M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-477- 14.15% |
$123K - $139K
|
2.89K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-480- 0.66% |
$124K - $139K
|
72.4K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-480- 1.8% |
$124K - $139K
|
26.2K
$9.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-481- 2.75% |
$124K - $140K
|
17K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-484- 0.08% |
$125K - $141K
|
627K
$219M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-490- 1.07% |
$126K - $142K
|
45.1K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-492- 4.14% |
$127K - $143K
|
11.4K
$3.97M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-495- 3.01% |
$128K - $144K
|
16K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-498- 15.07% |
$128K - $145K
|
2.81K
$978K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-499- 16.55% |
$129K - $145K
|
2.52K
$877K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 9.63% |
$129K - $145K
|
4.69K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-505- 9.55% |
$130K - $147K
|
4.78K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-505- 1.2% |
$130K - $147K
|
41.7K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-506- 0.1% |
$131K - $147K
|
497K
$173M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-506- 8.97% |
$131K - $147K
|
5.13K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-514- 1.47% |
$133K - $149K
|
34.4K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-515- 33.64% |
$133K - $150K
|
1.02K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-520- 2.7% |
$134K - $151K
|
18.7K
$6.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-521- 31.24% |
$134K - $151K
|
1.15K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-522- 0.93% |
$135K - $152K
|
55.8K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-522- 2.28% |
$135K - $152K
|
22.4K
$7.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-527- 40.05% |
$136K - $153K
|
789
$275K
|
|
|
May 14, 2024
Q1 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
SELL
|
- |
-528- 1.97% |
$136K - $153K
|
26.3K
$9.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-530- 11.81% |
$137K - $154K
|
3.96K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-530- 7.27% |
$137K - $154K
|
6.76K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-532- 2.64% |
$137K - $154K
|
19.6K
$6.85M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-533- 21.34% |
$138K - $155K
|
1.97K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-536- 8.29% |
$138K - $156K
|
5.93K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-536- 2.79% |
$138K - $156K
|
18.7K
$6.52M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-536- 0.38% |
$138K - $156K
|
140K
$48.7M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-540- 5.0% |
$139K - $157K
|
10.3K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-542- 1.35% |
$140K - $157K
|
39.6K
$13.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-544- 8.2% |
$140K - $158K
|
6.09K
$2.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-544- 22.52% |
$140K - $158K
|
1.87K
$652K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-545- 21.31% |
$141K - $158K
|
2.01K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-546- 1.83% |
$141K - $159K
|
29.2K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-551- 6.4% |
$142K - $160K
|
8.06K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-552- 0.45% |
$142K - $160K
|
121K
$42.1M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-552- 3.04% |
$142K - $160K
|
17.6K
$6.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-555- 0.47% |
$143K - $161K
|
119K
$41.3M
|