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 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
55+ 3.49% |
$14.4K - $15.5K
|
1.63K
$546K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
53+ 0.97% |
$13.9K - $14.9K
|
5.51K
$1.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
53+ 2.11% |
$13.9K - $14.9K
|
2.57K
$861K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.48% |
$13.9K - $14.9K
|
3.63K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
53+ 1.32% |
$13.9K - $14.9K
|
4.07K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
53+ 3.6% |
$13.9K - $14.9K
|
1.52K
$511K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
52+ 1.95% |
$13.6K - $14.6K
|
2.73K
$913K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
52+ 0.57% |
$13.6K - $14.6K
|
9.13K
$3.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 1.02% |
$13.6K - $14.6K
|
5.17K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
52+ 3.46% |
$13.6K - $14.6K
|
1.56K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
52+ 2.27% |
$13.6K - $14.6K
|
2.35K
$786K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
51+ 3.44% |
$13.4K - $14.4K
|
1.53K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
51+ 3.58% |
$13.4K - $14.4K
|
1.48K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
51+ 0.69% |
$13.4K - $14.4K
|
7.49K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
51+ 4.76% |
$13.4K - $14.4K
|
1.12K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
51New |
$13.4K - $14.4K
|
51
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
51+ 1.6% |
$13.4K - $14.4K
|
3.24K
$1.09M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.45% |
$13.1K - $14.1K
|
11.2K
$3.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
50+ 1.48% |
$13.1K - $14.1K
|
3.44K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 1.54% |
$13.1K - $14.1K
|
3.3K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.48% |
$13.1K - $14.1K
|
10.4K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
50New |
$13.1K - $14.1K
|
50
$16.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50+ 0.1% |
$13.1K - $14.1K
|
47.9K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 2.28% |
$13.1K - $14.1K
|
2.24K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
50+ 6.88% |
$13.1K - $14.1K
|
777
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
BUY
|
- |
49+ 6.55% |
$12.9K - $13.8K
|
797
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
49+ 4.1% |
$12.9K - $13.8K
|
1.25K
$417K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
49+ 0.72% |
$12.9K - $13.8K
|
6.82K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
48+ 6.17% |
$12.6K - $13.5K
|
826
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
48+ 2.03% |
$12.6K - $13.5K
|
2.42K
$810K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
47+ 2.89% |
$12.3K - $13.2K
|
1.67K
$560K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
47+ 0.51% |
$12.3K - $13.2K
|
9.19K
$3.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
47+ 3.56% |
$12.3K - $13.2K
|
1.37K
$458K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
47+ 1.37% |
$12.3K - $13.2K
|
3.48K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
46+ 4.44% |
$12.1K - $12.9K
|
1.08K
$363K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
46+ 0.87% |
$12.1K - $12.9K
|
5.31K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
46+ 1.2% |
$12.1K - $12.9K
|
3.87K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 3.35% |
$12.1K - $12.9K
|
1.42K
$476K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 1.0% |
$11.8K - $12.7K
|
4.56K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
44+ 0.36% |
$11.5K - $12.4K
|
12.1K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
43+ 0.82% |
$11.3K - $12.1K
|
5.27K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
43+ 0.15% |
$11.3K - $12.1K
|
29.7K
$9.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
42+ 1.37% |
$11K - $11.8K
|
3.1K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
42+ 2.54% |
$11K - $11.8K
|
1.7K
$569K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
42+ 0.1% |
$11K - $11.8K
|
43.3K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
42+ 5.45% |
$11K - $11.8K
|
812
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41+ 3.51% |
$10.8K - $11.5K
|
1.21K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
41+ 0.63% |
$10.8K - $11.5K
|
6.53K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41+ 14.86% |
$10.8K - $11.5K
|
317
$106K
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
41+ 1.34% |
$10.8K - $11.5K
|
3.09K
$1.04M
|