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 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
85+ 1.01% |
$22.3K - $23.9K
|
8.48K
$2.66M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
85+ 47.49% |
$22.3K - $23.9K
|
264
$83K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
85+ 1.14% |
$22.3K - $23.9K
|
7.53K
$2.37M
|
|
Dec 02, 2024
Q2 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
85+ 1.45% |
$22.3K - $23.9K
|
5.94K
$1.86M
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
84+ 7.74% |
$22K - $23.6K
|
1.17K
$367K
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
84+ 5.59% |
$22K - $23.6K
|
1.59K
$499K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
83+ 0.86% |
$21.8K - $23.4K
|
9.69K
$3.05M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 5.11% |
$21.5K - $23.1K
|
1.69K
$530K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
82+ 2.64% |
$21.5K - $23.1K
|
3.19K
$1M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
82New |
$21.5K - $23.1K
|
82
$25.8K
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
80+ 9.45% |
$21K - $22.5K
|
927
$291K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
80+ 4.29% |
$21K - $22.5K
|
1.94K
$611K
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
80+ 7.75% |
$21K - $22.5K
|
1.11K
$349K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
80+ 0.64% |
$21K - $22.5K
|
12.5K
$3.92M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
80+ 10.74% |
$21K - $22.5K
|
825
$259K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
79+ 0.62% |
$20.7K - $22.2K
|
12.9K
$4.06M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
79+ 2.33% |
$20.7K - $22.2K
|
3.47K
$1.09M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
78+ 8.85% |
$20.5K - $22K
|
959
$301K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
76+ 0.99% |
$19.9K - $21.4K
|
7.78K
$2.45M
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 9.64% |
$19.9K - $21.4K
|
864
$271K
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
75+ 0.03% |
$19.7K - $21.1K
|
266K
$83.7M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 1.37% |
$19.7K - $21.1K
|
5.56K
$1.75M
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
75+ 0.88% |
$19.7K - $21.1K
|
8.63K
$2.71M
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
74+ 10.24% |
$19.4K - $20.8K
|
797
$250K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 0.2% |
$19.2K - $20.5K
|
36.5K
$11.5M
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
73+ 0.19% |
$19.2K - $20.5K
|
39.2K
$12.3M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
72+ 0.96% |
$18.9K - $20.3K
|
7.53K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
72+ 0.43% |
$18.9K - $20.3K
|
16.9K
$5.31M
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
71+ 4.25% |
$18.6K - $20K
|
1.74K
$547K
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
70+ 0.37% |
$18.4K - $19.7K
|
19.2K
$6.05M
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
70+ 0.29% |
$18.4K - $19.7K
|
24.3K
$7.62M
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
70+ 0.23% |
$18.4K - $19.7K
|
30.6K
$9.62M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
70+ 0.53% |
$18.4K - $19.7K
|
13.3K
$4.17M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
70+ 4.31% |
$18.4K - $19.7K
|
1.7K
$533K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
70+ 4.42% |
$18.4K - $19.7K
|
1.65K
$519K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
69+ 2.81% |
$18.1K - $19.4K
|
2.52K
$792K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
69+ 0.21% |
$18.1K - $19.4K
|
33.1K
$10.4M
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
68+ 1.12% |
$17.8K - $19.1K
|
6.16K
$1.93M
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
68+ 0.06% |
$17.8K - $19.1K
|
106K
$33.5M
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
68+ 0.44% |
$17.8K - $19.1K
|
15.4K
$4.85M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
67+ 8.84% |
$17.6K - $18.9K
|
825
$259K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
67+ 1.81% |
$17.6K - $18.9K
|
3.77K
$1.19M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
67+ 0.61% |
$17.6K - $18.9K
|
11.1K
$3.48M
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
67+ 2.85% |
$17.6K - $18.9K
|
2.42K
$760K
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
67+ 5.74% |
$17.6K - $18.9K
|
1.24K
$388K
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66+ 1.36% |
$17.3K - $18.6K
|
4.93K
$1.55M
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
66+ 0.64% |
$17.3K - $18.6K
|
10.4K
$3.27M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
66+ 0.93% |
$17.3K - $18.6K
|
7.2K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
66+ 1.75% |
$17.3K - $18.6K
|
3.84K
$1.21M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 1.21% |
$17.1K - $18.3K
|
5.42K
$1.7M
|