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
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-520- 2.7% |
$134K - $151K
|
18.7K
$6.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-521- 31.24% |
$134K - $151K
|
1.15K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-522- 0.93% |
$135K - $152K
|
55.8K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-522- 2.28% |
$135K - $152K
|
22.4K
$8.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-527- 40.05% |
$136K - $153K
|
789
$283K
|
|
|
May 14, 2024
Q1 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
SELL
|
- |
-528- 1.97% |
$136K - $153K
|
26.3K
$9.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-530- 11.81% |
$137K - $154K
|
3.96K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-530- 7.27% |
$137K - $154K
|
6.76K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-532- 2.64% |
$137K - $154K
|
19.6K
$7.05M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-533- 21.34% |
$138K - $155K
|
1.97K
$705K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-536- 8.29% |
$138K - $156K
|
5.93K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-536- 2.79% |
$138K - $156K
|
18.7K
$6.71M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-536- 0.38% |
$138K - $156K
|
140K
$50.2M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-540- 5.0% |
$139K - $157K
|
10.3K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-542- 1.35% |
$140K - $157K
|
39.6K
$14.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-544- 8.2% |
$140K - $158K
|
6.09K
$2.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-544- 22.52% |
$140K - $158K
|
1.87K
$672K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-545- 21.31% |
$141K - $158K
|
2.01K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-546- 1.83% |
$141K - $159K
|
29.2K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-551- 6.4% |
$142K - $160K
|
8.06K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-552- 0.45% |
$142K - $160K
|
121K
$43.4M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-552- 3.04% |
$142K - $160K
|
17.6K
$6.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-555- 0.47% |
$143K - $161K
|
119K
$42.5M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-557- 12.95% |
$144K - $162K
|
3.75K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-560- 0.75% |
$144K - $163K
|
74K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-562- 6.43% |
$145K - $163K
|
8.17K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-564- 46.08% |
$146K - $164K
|
660
$237K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-566- 14.36% |
$146K - $164K
|
3.38K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-572- 0.17% |
$148K - $166K
|
335K
$120M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-573- 1.53% |
$148K - $166K
|
36.9K
$13.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-581- 3.82% |
$150K - $169K
|
14.6K
$5.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-581- 0.08% |
$150K - $169K
|
719K
$258M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-582- 4.74% |
$150K - $169K
|
11.7K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-591- 1.98% |
$152K - $172K
|
29.2K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-593- 3.92% |
$153K - $172K
|
14.6K
$5.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-594- 10.75% |
$153K - $172K
|
4.93K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-597- 0.29% |
$154K - $173K
|
205K
$73.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-599- 14.16% |
$155K - $174K
|
3.63K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 11.38% |
$155K - $174K
|
4.67K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-604- 24.44% |
$156K - $175K
|
1.87K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-606- 2.03% |
$156K - $176K
|
29.2K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-607- 8.33% |
$157K - $176K
|
6.68K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-609- 3.7% |
$157K - $177K
|
15.8K
$5.69M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-612- 5.42% |
$158K - $178K
|
10.7K
$3.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-612- 1.51% |
$158K - $178K
|
39.8K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-616- 1.05% |
$159K - $179K
|
57.9K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-616- 11.08% |
$159K - $179K
|
4.94K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-621- 0.83% |
$160K - $180K
|
74.5K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-624- 3.82% |
$161K - $181K
|
15.7K
$5.64M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-625- 6.54% |
$161K - $181K
|
8.93K
$3.2M
|