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
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-97- 9.47% |
$25.5K - $27.3K
|
927
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-97- 1.83% |
$25.5K - $27.3K
|
5.2K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-98- 0.04% |
$25.7K - $27.6K
|
264K
$89M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-99- 0.93% |
$26K - $27.9K
|
10.6K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-99- 2.27% |
$26K - $27.9K
|
4.27K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-99- 0.24% |
$26K - $27.9K
|
41.4K
$14M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-100- 27.17% |
$26.2K - $28.2K
|
268
$90.5K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.32% |
$26.2K - $28.2K
|
7.46K
$2.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-100- 9.22% |
$26.2K - $28.2K
|
985
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-100- 8.46% |
$26.2K - $28.2K
|
1.08K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-100- 2.68% |
$26.2K - $28.2K
|
3.64K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 3.35% |
$26.2K - $28.2K
|
2.89K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 40.0% |
$26.2K - $28.2K
|
150
$50.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 1.56% |
$26.2K - $28.2K
|
6.31K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-100- 0.12% |
$26.2K - $28.2K
|
80.9K
$27.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-102- 1.69% |
$26.8K - $28.7K
|
5.92K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-102- 3.68% |
$26.8K - $28.7K
|
2.67K
$901K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-103- 1.94% |
$27K - $29K
|
5.21K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-103- 0.91% |
$27K - $29K
|
11.2K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-104- 2.19% |
$27.3K - $29.3K
|
4.64K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-105- 11.38% |
$27.6K - $29.6K
|
818
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-105- 2.63% |
$27.6K - $29.6K
|
3.88K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-105- 2.33% |
$27.6K - $29.6K
|
4.4K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 0.13% |
$27.6K - $29.6K
|
79.8K
$26.9M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-105- 53.3% |
$27.6K - $29.6K
|
92
$31.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-107- 0.81% |
$28.1K - $30.1K
|
13.2K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.46% |
$28.1K - $30.1K
|
7.22K
$2.44M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-108- 7.97% |
$28.3K - $30.4K
|
1.25K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-109- 0.55% |
$28.6K - $30.7K
|
19.8K
$6.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-110- 19.06% |
$28.9K - $31K
|
467
$158K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-112- 0.78% |
$29.4K - $31.5K
|
14.2K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-112- 1.18% |
$29.4K - $31.5K
|
9.36K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 1.4% |
$29.4K - $31.5K
|
7.87K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-113- 0.21% |
$29.7K - $31.8K
|
53.1K
$17.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-115- 2.54% |
$30.2K - $32.4K
|
4.41K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-116- 10.22% |
$30.4K - $32.7K
|
1.02K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-116- 3.32% |
$30.4K - $32.7K
|
3.38K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-116- 4.17% |
$30.4K - $32.7K
|
2.66K
$899K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-116- 12.87% |
$30.4K - $32.7K
|
785
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-116- 4.88% |
$30.4K - $32.7K
|
2.26K
$763K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-118- 3.0% |
$31K - $33.2K
|
3.81K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-119- 0.46% |
$31.2K - $33.5K
|
25.6K
$8.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-119- 7.97% |
$31.2K - $33.5K
|
1.37K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-119- 8.05% |
$31.2K - $33.5K
|
1.36K
$459K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-121- 1.68% |
$31.8K - $34.1K
|
7.06K
$2.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-122- 1.05% |
$32K - $34.3K
|
11.5K
$3.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-122- 2.72% |
$32K - $34.3K
|
4.37K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-124- 4.46% |
$32.5K - $34.9K
|
2.66K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-124- 3.29% |
$32.5K - $34.9K
|
3.65K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 1.41% |
$32.8K - $35.2K
|
8.73K
$2.95M
|