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 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29+ 2.0% |
$7.61K - $8.16K
|
1.48K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
29+ 2.09% |
$7.61K - $8.16K
|
1.42K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.6% |
$7.61K - $8.16K
|
4.88K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
29+ 3.24% |
$7.61K - $8.16K
|
923
$309K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
28+ 0.05% |
$7.35K - $7.88K
|
53.7K
$18M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
28+ 3.04% |
$7.35K - $7.88K
|
949
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28+ 1.01% |
$7.35K - $7.88K
|
2.81K
$941K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
28+ 0.55% |
$7.35K - $7.88K
|
5.09K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.1% |
$7.35K - $7.88K
|
29.2K
$9.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28+ 1.5% |
$7.35K - $7.88K
|
1.89K
$635K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
27+ 0.16% |
$7.09K - $7.6K
|
17.1K
$5.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
27+ 2.37% |
$7.09K - $7.6K
|
1.17K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
27+ 0.04% |
$7.09K - $7.6K
|
69.2K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
27+ 0.67% |
$7.09K - $7.6K
|
4.03K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$6.82K - $7.32K
|
26
$8.71K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
26+ 0.23% |
$6.82K - $7.32K
|
11.5K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 0.73% |
$6.82K - $7.32K
|
3.57K
$1.19M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 0.87% |
$6.82K - $7.32K
|
3.02K
$1.01M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.49% |
$6.56K - $7.04K
|
5.17K
$1.73M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
25+ 1.45% |
$6.56K - $7.04K
|
1.75K
$585K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
25+ 0.4% |
$6.56K - $7.04K
|
6.27K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.32% |
$6.56K - $7.04K
|
7.9K
$2.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 2.21% |
$6.56K - $7.04K
|
1.16K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
25+ 0.12% |
$6.56K - $7.04K
|
20.4K
$6.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 0.04% |
$6.56K - $7.04K
|
61.9K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.07% |
$6.56K - $7.04K
|
35.8K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24+ 2.95% |
$6.3K - $6.76K
|
837
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
24+ 2.66% |
$6.3K - $6.76K
|
925
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24+ 2.24% |
$6.3K - $6.76K
|
1.1K
$368K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
23+ 2.9% |
$6.04K - $6.47K
|
817
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 1.39% |
$6.04K - $6.47K
|
1.68K
$563K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23+ 79.31% |
$6.04K - $6.47K
|
52
$17.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.89% |
$5.77K - $6.19K
|
2.51K
$840K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
22+ 0.05% |
$5.77K - $6.19K
|
41.1K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.66% |
$5.77K - $6.19K
|
3.35K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
21+ 0.3% |
$5.51K - $5.91K
|
6.95K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.15% |
$5.51K - $5.91K
|
1.85K
$621K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 4.91% |
$5.51K - $5.91K
|
449
$150K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
21+ 1.2% |
$5.51K - $5.91K
|
1.78K
$595K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
21+ 1.92% |
$5.51K - $5.91K
|
1.12K
$374K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
20+ 1.34% |
$5.25K - $5.63K
|
1.52K
$508K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20+ 0.41% |
$5.25K - $5.63K
|
4.89K
$1.64M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
20+ 0.46% |
$5.25K - $5.63K
|
4.4K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 2.51% |
$5.25K - $5.63K
|
818
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.37% |
$5.25K - $5.63K
|
5.36K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 0.16% |
$5.25K - $5.63K
|
12.3K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$5.25K - $5.63K
|
11.4K
$3.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 0.18% |
$4.99K - $5.35K
|
10.6K
$3.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
19+ 0.07% |
$4.99K - $5.35K
|
28.3K
$9.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19+ 2.47% |
$4.99K - $5.35K
|
788
$264K
|