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 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$3.15K - $3.38K
|
12
$4.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.07% |
$3.15K - $3.38K
|
17.5K
$6.14M
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
12+ 0.17% |
$3.15K - $3.38K
|
7.04K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11+ 1.22% |
$2.89K - $3.1K
|
915
$321K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.99% |
$2.89K - $3.1K
|
1.13K
$394K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.14% |
$2.89K - $3.1K
|
7.61K
$2.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 2.56% |
$2.89K - $3.1K
|
441
$155K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
11+ 1.15% |
$2.89K - $3.1K
|
965
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.2% |
$2.89K - $3.1K
|
5.54K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.17% |
$2.89K - $3.1K
|
517
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
11+ 1.22% |
$2.89K - $3.1K
|
909
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 2.89% |
$2.89K - $3.1K
|
391
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
11+ 0.69% |
$2.89K - $3.1K
|
1.6K
$561K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
10+ 0.73% |
$2.62K - $2.82K
|
1.38K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.31% |
$2.62K - $2.82K
|
3.23K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
10+ 0.52% |
$2.62K - $2.82K
|
1.94K
$680K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.07% |
$2.62K - $2.82K
|
13.7K
$4.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
10+ 0.27% |
$2.62K - $2.82K
|
3.72K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
10+ 0.1% |
$2.62K - $2.82K
|
9.84K
$3.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$2.62K - $2.82K
|
10
$3.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 0.02% |
$2.62K - $2.82K
|
56.7K
$19.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10+ 1.15% |
$2.62K - $2.82K
|
883
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 500.0% |
$2.62K - $2.82K
|
12
$4.21K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.45% |
$2.62K - $2.82K
|
2.22K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10+ 0.17% |
$2.62K - $2.82K
|
5.78K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 2.2% |
$2.36K - $2.53K
|
419
$147K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
9+ 0.37% |
$2.36K - $2.53K
|
2.44K
$855K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9+ 0.19% |
$2.36K - $2.53K
|
4.63K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9+ 0.83% |
$2.36K - $2.53K
|
1.1K
$384K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9+ 1.15% |
$2.36K - $2.53K
|
791
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9+ 0.16% |
$2.36K - $2.53K
|
5.55K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9+ 1.14% |
$2.36K - $2.53K
|
797
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8+ 0.84% |
$2.1K - $2.25K
|
957
$335K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8+ 0.55% |
$2.1K - $2.25K
|
1.46K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
8+ 0.14% |
$2.1K - $2.25K
|
5.64K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.86% |
$2.1K - $2.25K
|
939
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8+ 0.49% |
$2.1K - $2.25K
|
1.63K
$571K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.1% |
$2.1K - $2.25K
|
7.65K
$2.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.89% |
$2.1K - $2.25K
|
903
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8+ 0.25% |
$2.1K - $2.25K
|
3.18K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.23% |
$2.1K - $2.25K
|
3.46K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8New |
$2.1K - $2.25K
|
8
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8+ 0.32% |
$2.1K - $2.25K
|
2.53K
$887K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.07% |
$1.84K - $1.97K
|
10.1K
$3.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$1.84K - $1.97K
|
4.2K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.51% |
$1.84K - $1.97K
|
470
$165K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
7+ 0.43% |
$1.84K - $1.97K
|
1.62K
$568K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.57% |
$1.84K - $1.97K
|
1.23K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6+ 0.62% |
$1.57K - $1.69K
|
978
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.16% |
$1.57K - $1.69K
|
3.68K
$1.29M
|