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 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 2.21% |
$6.56K - $7.04K
|
1.16K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
25+ 0.12% |
$6.56K - $7.04K
|
20.4K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 0.04% |
$6.56K - $7.04K
|
61.9K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.07% |
$6.56K - $7.04K
|
35.8K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24+ 2.95% |
$6.3K - $6.76K
|
837
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
24+ 2.66% |
$6.3K - $6.76K
|
925
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24+ 2.24% |
$6.3K - $6.76K
|
1.1K
$345K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
23+ 2.9% |
$6.04K - $6.47K
|
817
$257K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 1.39% |
$6.04K - $6.47K
|
1.68K
$528K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23+ 79.31% |
$6.04K - $6.47K
|
52
$16.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.89% |
$5.77K - $6.19K
|
2.51K
$787K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
22+ 0.05% |
$5.77K - $6.19K
|
41.1K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.66% |
$5.77K - $6.19K
|
3.35K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
21+ 0.3% |
$5.51K - $5.91K
|
6.95K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.15% |
$5.51K - $5.91K
|
1.85K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 4.91% |
$5.51K - $5.91K
|
449
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
21+ 1.2% |
$5.51K - $5.91K
|
1.78K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
21+ 1.92% |
$5.51K - $5.91K
|
1.12K
$350K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
20+ 1.34% |
$5.25K - $5.63K
|
1.52K
$477K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20+ 0.41% |
$5.25K - $5.63K
|
4.89K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
20+ 0.46% |
$5.25K - $5.63K
|
4.4K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 2.51% |
$5.25K - $5.63K
|
818
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.37% |
$5.25K - $5.63K
|
5.36K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 0.16% |
$5.25K - $5.63K
|
12.3K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$5.25K - $5.63K
|
11.4K
$3.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 0.18% |
$4.99K - $5.35K
|
10.6K
$3.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
19+ 0.07% |
$4.99K - $5.35K
|
28.3K
$8.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19+ 2.47% |
$4.99K - $5.35K
|
788
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 1.48% |
$4.72K - $5.07K
|
1.23K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18+ 1.58% |
$4.72K - $5.07K
|
1.16K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
18+ 0.18% |
$4.72K - $5.07K
|
10.3K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
18+ 0.14% |
$4.72K - $5.07K
|
12.9K
$4.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
17+ 1.8% |
$4.46K - $4.79K
|
963
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 2.1% |
$4.46K - $4.79K
|
826
$260K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17+ 0.95% |
$4.46K - $4.79K
|
1.8K
$566K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
17+ 0.66% |
$4.46K - $4.79K
|
2.6K
$816K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
17+ 0.52% |
$4.46K - $4.79K
|
3.28K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
17+ 0.01% |
$4.46K - $4.79K
|
150K
$47M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17+ 12.78% |
$4.46K - $4.79K
|
150
$47.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
16+ 0.22% |
$4.2K - $4.5K
|
7.16K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
16+ 1.02% |
$4.2K - $4.5K
|
1.58K
$496K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 1.64% |
$4.2K - $4.5K
|
994
$312K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 1.41% |
$4.2K - $4.5K
|
1.15K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.82% |
$4.2K - $4.5K
|
1.98K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 0.66% |
$4.2K - $4.5K
|
2.43K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
16+ 1.81% |
$4.2K - $4.5K
|
899
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
16+ 0.09% |
$4.2K - $4.5K
|
17.6K
$5.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
15+ 1.62% |
$3.94K - $4.22K
|
939
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
15+ 0.11% |
$3.94K - $4.22K
|
13.6K
$4.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 1.45% |
$3.94K - $4.22K
|
1.05K
$330K
|