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
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-58- 1.04% |
$15.2K - $16.3K
|
5.52K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-58- 0.79% |
$15.2K - $16.3K
|
7.32K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-58- 7.3% |
$15.2K - $16.3K
|
736
$248K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-59- 0.26% |
$15.5K - $16.6K
|
22.5K
$7.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-59- 1.63% |
$15.5K - $16.6K
|
3.56K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-59- 1.72% |
$15.5K - $16.6K
|
3.36K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-59- 1.09% |
$15.5K - $16.6K
|
5.34K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 0.91% |
$15.7K - $16.9K
|
6.53K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-60- 0.56% |
$15.7K - $16.9K
|
10.7K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 3.28% |
$15.7K - $16.9K
|
1.77K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-60- 5.66% |
$15.7K - $16.9K
|
1K
$338K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62- 1.02% |
$16.3K - $17.5K
|
6.01K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-62- 2.32% |
$16.3K - $17.5K
|
2.61K
$882K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-64- 16.49% |
$16.8K - $18K
|
324
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-64- 3.26% |
$16.8K - $18K
|
1.9K
$641K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-65- 1.1% |
$17.1K - $18.3K
|
5.87K
$1.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-65- 1.69% |
$17.1K - $18.3K
|
3.78K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-65- 1.18% |
$17.1K - $18.3K
|
5.42K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-66- 2.01% |
$17.3K - $18.6K
|
3.22K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-66- 2.12% |
$17.3K - $18.6K
|
3.04K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 0.68% |
$17.3K - $18.6K
|
9.62K
$3.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-67- 0.39% |
$17.6K - $18.9K
|
17K
$5.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-67- 2.76% |
$17.6K - $18.9K
|
2.36K
$796K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-68- 2.01% |
$17.8K - $19.1K
|
3.31K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 0.53% |
$18.1K - $19.4K
|
12.9K
$4.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-69- 1.43% |
$18.1K - $19.4K
|
4.75K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-69- 4.63% |
$18.1K - $19.4K
|
1.42K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-70- 0.2% |
$18.4K - $19.7K
|
35.5K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-70- 0.76% |
$18.4K - $19.7K
|
9.16K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-70- 5.06% |
$18.4K - $19.7K
|
1.31K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-70- 1.04% |
$18.4K - $19.7K
|
6.69K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-70- 0.49% |
$18.4K - $19.7K
|
14.2K
$4.81M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 32.13% |
$18.6K - $20K
|
150
$50.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-71- 1.92% |
$18.6K - $20K
|
3.63K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71- 1.73% |
$18.6K - $20K
|
4.03K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-71- 0.63% |
$18.6K - $20K
|
11.2K
$3.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-71- 2.93% |
$18.6K - $20K
|
2.36K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-71- 0.22% |
$18.6K - $20K
|
31.7K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-71- 0.15% |
$18.6K - $20K
|
48.3K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-72- 0.38% |
$18.9K - $20.3K
|
19K
$6.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-72- 0.7% |
$18.9K - $20.3K
|
10.3K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.31% |
$19.2K - $20.5K
|
23.6K
$7.96M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-73- 0.95% |
$19.2K - $20.5K
|
7.58K
$2.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-73- 0.47% |
$19.2K - $20.5K
|
15.4K
$5.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-74- 1.14% |
$19.4K - $20.8K
|
6.4K
$2.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 4.45% |
$19.7K - $21.1K
|
1.61K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-75- 1.47% |
$19.7K - $21.1K
|
5.04K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-75- 0.32% |
$19.7K - $21.1K
|
23.4K
$7.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 2.06% |
$19.7K - $21.1K
|
3.56K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-75- 2.27% |
$19.7K - $21.1K
|
3.22K
$1.09M
|