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 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 14.96% |
$9.19K - $9.85K
|
269
$84.5K
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
35+ 1.05% |
$9.19K - $9.85K
|
3.36K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
35+ 0.28% |
$9.19K - $9.85K
|
12.6K
$3.97M
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
34+ 0.17% |
$8.92K - $9.57K
|
19.5K
$6.13M
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
34+ 3.25% |
$8.92K - $9.57K
|
1.08K
$339K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
34+ 1.91% |
$8.92K - $9.57K
|
1.82K
$571K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34+ 3.52% |
$8.92K - $9.57K
|
999
$314K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.14% |
$8.66K - $9.29K
|
22.9K
$7.21M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
33+ 0.19% |
$8.66K - $9.29K
|
17.6K
$5.53M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 0.95% |
$8.4K - $9.01K
|
3.42K
$1.07M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
32+ 4.32% |
$8.4K - $9.01K
|
772
$243K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32+ 1.0% |
$8.4K - $9.01K
|
3.24K
$1.02M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
32+ 118.52% |
$8.4K - $9.01K
|
59
$18.5K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
32+ 1.04% |
$8.4K - $9.01K
|
3.11K
$976K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
32+ 1.32% |
$8.4K - $9.01K
|
2.45K
$771K
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.18% |
$8.4K - $9.01K
|
18.1K
$5.7M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31+ 1.75% |
$8.14K - $8.73K
|
1.81K
$567K
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
31+ 0.16% |
$8.14K - $8.73K
|
19.1K
$5.99M
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
31+ 0.54% |
$8.14K - $8.73K
|
5.8K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
31+ 1.53% |
$8.14K - $8.73K
|
2.06K
$648K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
31+ 0.46% |
$8.14K - $8.73K
|
6.71K
$2.11M
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
31+ 2.53% |
$8.14K - $8.73K
|
1.26K
$395K
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
31+ 3.77% |
$8.14K - $8.73K
|
854
$268K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
30+ 0.61% |
$7.87K - $8.45K
|
4.93K
$1.55M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 0.82% |
$7.87K - $8.45K
|
3.68K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.89% |
$7.87K - $8.45K
|
3.41K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 0.45% |
$7.87K - $8.45K
|
6.64K
$2.09M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30+ 13.45% |
$7.87K - $8.45K
|
253
$79.5K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
29+ 1.16% |
$7.61K - $8.16K
|
2.54K
$797K
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29+ 2.0% |
$7.61K - $8.16K
|
1.48K
$464K
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
29+ 2.09% |
$7.61K - $8.16K
|
1.42K
$445K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.6% |
$7.61K - $8.16K
|
4.88K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
29+ 3.24% |
$7.61K - $8.16K
|
923
$290K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
28+ 0.05% |
$7.35K - $7.88K
|
53.7K
$16.9M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
28+ 3.04% |
$7.35K - $7.88K
|
949
$298K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28+ 1.01% |
$7.35K - $7.88K
|
2.81K
$882K
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
28+ 0.55% |
$7.35K - $7.88K
|
5.09K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.1% |
$7.35K - $7.88K
|
29.2K
$9.19M
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28+ 1.5% |
$7.35K - $7.88K
|
1.89K
$595K
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
27+ 0.16% |
$7.09K - $7.6K
|
17.1K
$5.37M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
27+ 2.37% |
$7.09K - $7.6K
|
1.17K
$366K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
27+ 0.04% |
$7.09K - $7.6K
|
69.2K
$21.8M
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
27+ 0.67% |
$7.09K - $7.6K
|
4.03K
$1.27M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$6.82K - $7.32K
|
26
$8.17K
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
26+ 0.23% |
$6.82K - $7.32K
|
11.5K
$3.62M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 0.73% |
$6.82K - $7.32K
|
3.57K
$1.12M
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.49% |
$6.56K - $7.04K
|
5.17K
$1.62M
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
25+ 1.45% |
$6.56K - $7.04K
|
1.75K
$548K
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
25+ 0.4% |
$6.56K - $7.04K
|
6.27K
$1.97M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.32% |
$6.56K - $7.04K
|
7.9K
$2.48M
|