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 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.53% |
$2.1K - $2.25K
|
1.51K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-8- 0.02% |
$2.1K - $2.25K
|
42.4K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8- 5.03% |
$2.1K - $2.25K
|
151
$47.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8- 0.71% |
$2.1K - $2.25K
|
1.12K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8- 1.03% |
$2.1K - $2.25K
|
770
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.21% |
$2.1K - $2.25K
|
652
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.07% |
$2.36K - $2.53K
|
12.9K
$4.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-9- 0.18% |
$2.36K - $2.53K
|
5.12K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9- 2.05% |
$2.36K - $2.53K
|
430
$135K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.36K - $2.53K
|
3.59K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-10- 0.55% |
$2.62K - $2.82K
|
1.82K
$573K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-10- 0.68% |
$2.62K - $2.82K
|
1.47K
$462K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 1.02% |
$2.62K - $2.82K
|
967
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-10- 0.82% |
$2.62K - $2.82K
|
1.21K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-10- 0.92% |
$2.62K - $2.82K
|
1.08K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.34% |
$2.62K - $2.82K
|
2.91K
$913K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-10- 1.15% |
$2.62K - $2.82K
|
863
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-10- 0.42% |
$2.62K - $2.82K
|
2.35K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10- 0.03% |
$2.62K - $2.82K
|
33.6K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.09% |
$2.62K - $2.82K
|
11K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 10.1% |
$2.62K - $2.82K
|
89
$28K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10Closed |
$2.62K - $2.82K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-10- 0.61% |
$2.62K - $2.82K
|
1.64K
$516K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-11- 0.28% |
$2.89K - $3.1K
|
3.93K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-12- 0.87% |
$3.15K - $3.38K
|
1.37K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12- 0.35% |
$3.15K - $3.38K
|
3.39K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-12- 0.18% |
$3.15K - $3.38K
|
6.57K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-12- 0.37% |
$3.15K - $3.38K
|
3.26K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 0.02% |
$3.15K - $3.38K
|
70.2K
$22.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12- 7.59% |
$3.15K - $3.38K
|
146
$45.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
SELL
|
- |
-13- 0.46% |
$3.41K - $3.66K
|
2.79K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-13- 0.84% |
$3.41K - $3.66K
|
1.54K
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-13- 1.04% |
$3.41K - $3.66K
|
1.24K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-13- 0.33% |
$3.41K - $3.66K
|
3.9K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-13- 0.93% |
$3.41K - $3.66K
|
1.38K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-13- 1.89% |
$3.41K - $3.66K
|
675
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14- 1.49% |
$3.67K - $3.94K
|
928
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-14- 0.21% |
$3.67K - $3.94K
|
6.58K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-14- 0.81% |
$3.67K - $3.94K
|
1.72K
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-14- 0.14% |
$3.67K - $3.94K
|
9.83K
$3.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-14- 0.95% |
$3.67K - $3.94K
|
1.46K
$458K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14- 66.67% |
$3.67K - $3.94K
|
7
$2.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-14- 1.77% |
$3.67K - $3.94K
|
779
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-14- 0.81% |
$3.67K - $3.94K
|
1.71K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-14- 0.04% |
$3.67K - $3.94K
|
36.6K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-14- 0.83% |
$3.67K - $3.94K
|
1.68K
$526K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-15- 1.02% |
$3.94K - $4.22K
|
1.46K
$457K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 1.27% |
$3.94K - $4.22K
|
1.16K
$365K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 8.57% |
$3.94K - $4.22K
|
160
$50.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.29% |
$3.94K - $4.22K
|
5.2K
$1.63M
|