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 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-69- 1.43% |
$18.1K - $19.4K
|
4.75K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-69- 4.63% |
$18.1K - $19.4K
|
1.42K
$447K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-70- 0.2% |
$18.4K - $19.7K
|
35.5K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-70- 0.76% |
$18.4K - $19.7K
|
9.16K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-70- 5.06% |
$18.4K - $19.7K
|
1.31K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-70- 1.04% |
$18.4K - $19.7K
|
6.69K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-70- 0.49% |
$18.4K - $19.7K
|
14.2K
$4.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 32.13% |
$18.6K - $20K
|
150
$47.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-71- 1.92% |
$18.6K - $20K
|
3.63K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71- 1.73% |
$18.6K - $20K
|
4.03K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-71- 0.63% |
$18.6K - $20K
|
11.2K
$3.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-71- 2.93% |
$18.6K - $20K
|
2.36K
$740K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-71- 0.22% |
$18.6K - $20K
|
31.7K
$9.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-71- 0.15% |
$18.6K - $20K
|
48.3K
$15.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-72- 0.38% |
$18.9K - $20.3K
|
19K
$5.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-72- 0.7% |
$18.9K - $20.3K
|
10.3K
$3.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-73- 0.31% |
$19.2K - $20.5K
|
23.6K
$7.41M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-73- 0.95% |
$19.2K - $20.5K
|
7.58K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-73- 0.47% |
$19.2K - $20.5K
|
15.4K
$4.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-74- 1.14% |
$19.4K - $20.8K
|
6.4K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 4.45% |
$19.7K - $21.1K
|
1.61K
$506K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-75- 1.47% |
$19.7K - $21.1K
|
5.04K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-75- 0.32% |
$19.7K - $21.1K
|
23.4K
$7.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-75- 2.06% |
$19.7K - $21.1K
|
3.56K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-75- 2.27% |
$19.7K - $21.1K
|
3.22K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-75- 2.24% |
$19.7K - $21.1K
|
3.28K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-75- 5.99% |
$19.7K - $21.1K
|
1.18K
$370K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-76- 4.61% |
$19.9K - $21.4K
|
1.57K
$494K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-76- 0.46% |
$19.9K - $21.4K
|
16.6K
$5.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-77- 0.8% |
$20.2K - $21.7K
|
9.52K
$2.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.72% |
$20.2K - $21.7K
|
10.6K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-78- 0.29% |
$20.5K - $22K
|
26.6K
$8.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-78- 5.77% |
$20.5K - $22K
|
1.27K
$400K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-78- 0.55% |
$20.5K - $22K
|
14K
$4.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-78- 1.54% |
$20.5K - $22K
|
4.97K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-78- 9.12% |
$20.5K - $22K
|
777
$244K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-78- 5.77% |
$20.5K - $22K
|
1.27K
$400K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 3.64% |
$20.7K - $22.2K
|
2.09K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-79- 0.56% |
$20.7K - $22.2K
|
14K
$4.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-81- 3.19% |
$21.3K - $22.8K
|
2.46K
$772K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-81- 1.12% |
$21.3K - $22.8K
|
7.14K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-81- 0.97% |
$21.3K - $22.8K
|
8.29K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-82- 1.03% |
$21.5K - $23.1K
|
7.91K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-82- 0.34% |
$21.5K - $23.1K
|
24K
$7.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-82- 0.31% |
$21.5K - $23.1K
|
26.1K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-82- 3.27% |
$21.5K - $23.1K
|
2.43K
$762K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-83- 3.19% |
$21.8K - $23.4K
|
2.52K
$790K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-83- 1.24% |
$21.8K - $23.4K
|
6.62K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-83- 0.81% |
$21.8K - $23.4K
|
10.1K
$3.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.78% |
$22K - $23.6K
|
2.14K
$672K
|