Purchases and Sales Made in Q2 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
694+ 1.44% |
$182K - $195K
|
48.8K
$15.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
691+ 6.85% |
$181K - $195K
|
10.8K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
690+ 3.45% |
$181K - $194K
|
20.7K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
681+ 3.96% |
$179K - $192K
|
17.9K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
681+ 0.89% |
$179K - $192K
|
77.4K
$24.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
680+ 34.89% |
$178K - $191K
|
2.63K
$825K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
679+ 3.18% |
$178K - $191K
|
22.1K
$6.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
679+ 1.85% |
$178K - $191K
|
37.5K
$11.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
677+ 20.94% |
$178K - $191K
|
3.91K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
677+ 3.94% |
$178K - $191K
|
17.9K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
677+ 14.98% |
$178K - $191K
|
5.2K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
670+ 1.33% |
$176K - $189K
|
50.9K
$16M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
667+ 1.1% |
$175K - $188K
|
61.4K
$19.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
667+ 5.97% |
$175K - $188K
|
11.8K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
667+ 30.79% |
$175K - $188K
|
2.83K
$889K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
665+ 9.64% |
$175K - $187K
|
7.57K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
663+ 1.44% |
$174K - $187K
|
46.6K
$14.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
662+ 53.95% |
$174K - $186K
|
1.89K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
659+ 6.49% |
$173K - $186K
|
10.8K
$3.4M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
659+ 2.99% |
$173K - $186K
|
22.7K
$7.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
658+ 6.56% |
$173K - $185K
|
10.7K
$3.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
653+ 3.09% |
$171K - $184K
|
21.8K
$6.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
652+ 59.33% |
$171K - $184K
|
1.75K
$549K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
651+ 2.96% |
$171K - $183K
|
22.6K
$7.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
650+ 2.69% |
$171K - $183K
|
24.8K
$7.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
648+ 8.93% |
$170K - $182K
|
7.91K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
646+ 3.26% |
$170K - $182K
|
20.5K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
641+ 9.21% |
$168K - $180K
|
7.6K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
640+ 8.38% |
$168K - $180K
|
8.27K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
637+ 1.44% |
$167K - $179K
|
44.7K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
633New |
$166K - $178K
|
633
$199K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
629+ 10.79% |
$165K - $177K
|
6.46K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
628+ 2.16% |
$165K - $177K
|
29.7K
$9.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
623+ 28.43% |
$164K - $175K
|
2.81K
$883K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
622+ 36.25% |
$163K - $175K
|
2.34K
$734K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
622+ 19.72% |
$163K - $175K
|
3.78K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
621+ 8.36% |
$163K - $175K
|
8.05K
$2.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
621+ 2.94% |
$163K - $175K
|
21.7K
$6.82M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
620+ 18.05% |
$163K - $175K
|
4.06K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
612+ 8.05% |
$161K - $172K
|
8.22K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
610+ 2.6% |
$160K - $172K
|
24.1K
$7.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
609+ 4.28% |
$160K - $171K
|
14.8K
$4.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
609+ 3.64% |
$160K - $171K
|
17.3K
$5.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
607+ 11.68% |
$159K - $171K
|
5.8K
$1.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
605+ 14.67% |
$159K - $170K
|
4.73K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
604+ 0.97% |
$159K - $170K
|
62.7K
$19.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
603+ 0.63% |
$158K - $170K
|
96.4K
$30.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
603+ 169.38% |
$158K - $170K
|
959
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
603+ 9.85% |
$158K - $170K
|
6.72K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
602+ 90.39% |
$158K - $169K
|
1.27K
$398K
|