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 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.27K+ 6.93% |
$1.36M - $1.53M
|
81.4K
$28.8M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.27KNew |
$1.36M - $1.53M
|
5.27K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.23K+ 11.61% |
$1.35M - $1.52M
|
50.3K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.22K+ 32.84% |
$1.35M - $1.52M
|
21.1K
$7.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.2K+ 46.48% |
$1.34M - $1.51M
|
16.4K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
5.12K+ 1.36% |
$1.32M - $1.49M
|
382K
$135M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.07KNew |
$1.31M - $1.47M
|
5.07K
$1.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.02K+ 1.47% |
$1.29M - $1.46M
|
347K
$123M
|
|
|
May 10, 2024
Q1 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5K+ 47.02% |
$1.29M - $1.45M
|
15.6K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.96KNew |
$1.28M - $1.44M
|
4.96K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.91K+ 1.64% |
$1.27M - $1.43M
|
305K
$108M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.9K+ 352.84% |
$1.26M - $1.42M
|
6.29K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
4.9K+ 3.61% |
$1.26M - $1.42M
|
140K
$49.7M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.86KNew |
$1.25M - $1.41M
|
4.86K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
4.86KNew |
$1.25M - $1.41M
|
4.86K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.85K+ 11.15% |
$1.25M - $1.41M
|
48.4K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.79KNew |
$1.24M - $1.39M
|
4.79K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.74K+ 12.86% |
$1.22M - $1.37M
|
41.5K
$14.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
4.73K+ 16.13% |
$1.22M - $1.37M
|
34K
$12M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.72K+ 28.13% |
$1.22M - $1.37M
|
21.5K
$7.6M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.69K+ 25.76% |
$1.21M - $1.36M
|
22.9K
$8.1M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.65K+ 34.94% |
$1.2M - $1.35M
|
17.9K
$6.35M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.63K+ 10.22% |
$1.19M - $1.34M
|
49.9K
$17.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.62K+ 42.8% |
$1.19M - $1.34M
|
15.4K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.62KNew |
$1.19M - $1.34M
|
4.62K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 3.72% |
$1.19M - $1.34M
|
128K
$45.5M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.6K+ 42.32% |
$1.19M - $1.33M
|
15.5K
$5.47M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.6K+ 1516.83% |
$1.19M - $1.33M
|
4.9K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.56K+ 20.39% |
$1.18M - $1.33M
|
26.9K
$9.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Ams Capital Ltda
|
BUY
|
- |
4.54K+ 32.2% |
$1.17M - $1.32M
|
18.6K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.54K+ 43.38% |
$1.17M - $1.32M
|
15K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.52K+ 95.68% |
$1.17M - $1.31M
|
9.24K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
4.5K+ 21.65% |
$1.16M - $1.31M
|
25.3K
$8.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.44K+ 2.62% |
$1.15M - $1.29M
|
174K
$61.5M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.39K+ 27.73% |
$1.13M - $1.27M
|
20.2K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.36K+ 289.45% |
$1.13M - $1.27M
|
5.87K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.34KNew |
$1.12M - $1.26M
|
4.34K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.34K+ 3.1% |
$1.12M - $1.26M
|
145K
$51.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 21.14% |
$1.12M - $1.26M
|
24.9K
$8.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.32K+ 2.4% |
$1.11M - $1.25M
|
184K
$65.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.3K+ 2.33% |
$1.11M - $1.25M
|
189K
$66.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.29K+ 62.37% |
$1.11M - $1.25M
|
11.2K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.28K+ 9.69% |
$1.1M - $1.24M
|
48.5K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
4.27K+ 164.39% |
$1.1M - $1.24M
|
6.86K
$2.43M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.26KNew |
$1.1M - $1.24M
|
4.26K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.25K+ 22.24% |
$1.1M - $1.24M
|
23.4K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.25K+ 47.89% |
$1.1M - $1.24M
|
13.1K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.24K+ 6.24% |
$1.09M - $1.23M
|
72.1K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
4.23K+ 7.85% |
$1.09M - $1.23M
|
58.1K
$20.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4.13K+ 0.93% |
$1.07M - $1.2M
|
446K
$158M
|