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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
277+ 1.39% |
$72.7K - $78K
|
20.2K
$6.78M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
276+ 21.89% |
$72.4K - $77.7K
|
1.54K
$515K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
276+ 0.26% |
$72.4K - $77.7K
|
108K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
276+ 27.82% |
$72.4K - $77.7K
|
1.27K
$425K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
275+ 1.83% |
$72.2K - $77.4K
|
15.3K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
274+ 26.3% |
$71.9K - $77.1K
|
1.32K
$441K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
274+ 1.93% |
$71.9K - $77.1K
|
14.5K
$4.85M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
272+ 1.28% |
$71.4K - $76.6K
|
21.6K
$7.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
270+ 0.53% |
$70.9K - $76K
|
51.6K
$17.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
270+ 3.03% |
$70.9K - $76K
|
9.18K
$3.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
270+ 3.9% |
$70.9K - $76K
|
7.19K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
270+ 0.94% |
$70.9K - $76K
|
29.1K
$9.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
270+ 0.68% |
$70.9K - $76K
|
39.7K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
269+ 1.97% |
$70.6K - $75.7K
|
13.9K
$4.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
269+ 1.16% |
$70.6K - $75.7K
|
23.4K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
269+ 6.86% |
$70.6K - $75.7K
|
4.19K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
266+ 0.87% |
$69.8K - $74.9K
|
31K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
260+ 10.47% |
$68.2K - $73.2K
|
2.74K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
260+ 9.31% |
$68.2K - $73.2K
|
3.05K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
259+ 3.2% |
$68K - $72.9K
|
8.35K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
259+ 9.1% |
$68K - $72.9K
|
3.1K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
259+ 1.01% |
$68K - $72.9K
|
26K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
259+ 1.7% |
$68K - $72.9K
|
15.5K
$5.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
258+ 1.53% |
$67.7K - $72.6K
|
17.1K
$5.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
258+ 3.83% |
$67.7K - $72.6K
|
6.99K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
258+ 11.73% |
$67.7K - $72.6K
|
2.46K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
257+ 5.37% |
$67.5K - $72.3K
|
5.04K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
254+ 1.82% |
$66.7K - $71.5K
|
14.2K
$4.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
252+ 23.77% |
$66.1K - $70.9K
|
1.31K
$440K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
251+ 1.62% |
$65.9K - $70.7K
|
15.8K
$5.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
250+ 2.56% |
$65.6K - $70.4K
|
10K
$3.35M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
250+ 8.96% |
$65.6K - $70.4K
|
3.04K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
250+ 1.27% |
$65.6K - $70.4K
|
20K
$6.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 7.92% |
$65.6K - $70.4K
|
3.41K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
250+ 30.71% |
$65.6K - $70.4K
|
1.06K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
250+ 3.45% |
$65.6K - $70.4K
|
7.5K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
249+ 5.2% |
$65.4K - $70.1K
|
5.04K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
249+ 2.99% |
$65.4K - $70.1K
|
8.58K
$2.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
248+ 0.88% |
$65.1K - $69.8K
|
28.3K
$9.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
247+ 2.77% |
$64.8K - $69.5K
|
9.18K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
247+ 2.59% |
$64.8K - $69.5K
|
9.78K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
247+ 4.01% |
$64.8K - $69.5K
|
6.4K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
246+ 22.57% |
$64.6K - $69.2K
|
1.34K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
246+ 1.21% |
$64.6K - $69.2K
|
20.6K
$6.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
246+ 11.21% |
$64.6K - $69.2K
|
2.44K
$818K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
245+ 6.42% |
$64.3K - $69K
|
4.06K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
245+ 3.37% |
$64.3K - $69K
|
7.51K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
244+ 19.37% |
$64K - $68.7K
|
1.5K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
244+ 7.05% |
$64K - $68.7K
|
3.7K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
244+ 0.46% |
$64K - $68.7K
|
53.6K
$18M
|