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 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-107- 0.81% |
$28.1K - $30.1K
|
13.2K
$4.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.46% |
$28.1K - $30.1K
|
7.22K
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-109- 0.55% |
$28.6K - $30.7K
|
19.8K
$6.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-110- 19.06% |
$28.9K - $31K
|
467
$147K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-112- 0.78% |
$29.4K - $31.5K
|
14.2K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-112- 1.18% |
$29.4K - $31.5K
|
9.36K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 1.4% |
$29.4K - $31.5K
|
7.87K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-113- 0.21% |
$29.7K - $31.8K
|
53.1K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-115- 2.54% |
$30.2K - $32.4K
|
4.41K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-116- 10.22% |
$30.4K - $32.7K
|
1.02K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-116- 3.32% |
$30.4K - $32.7K
|
3.38K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-116- 4.17% |
$30.4K - $32.7K
|
2.66K
$837K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-116- 12.87% |
$30.4K - $32.7K
|
785
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-116- 4.88% |
$30.4K - $32.7K
|
2.26K
$710K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-118- 3.0% |
$31K - $33.2K
|
3.81K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-119- 0.46% |
$31.2K - $33.5K
|
25.6K
$8.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-119- 7.97% |
$31.2K - $33.5K
|
1.37K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-119- 8.05% |
$31.2K - $33.5K
|
1.36K
$427K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-121- 1.68% |
$31.8K - $34.1K
|
7.06K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-122- 1.05% |
$32K - $34.3K
|
11.5K
$3.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-122- 2.72% |
$32K - $34.3K
|
4.37K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-124- 4.46% |
$32.5K - $34.9K
|
2.66K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-124- 3.29% |
$32.5K - $34.9K
|
3.65K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-125- 1.41% |
$32.8K - $35.2K
|
8.73K
$2.74M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-125- 0.2% |
$32.8K - $35.2K
|
61.2K
$19.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-125- 7.12% |
$32.8K - $35.2K
|
1.63K
$512K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-125- 12.3% |
$32.8K - $35.2K
|
891
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-126- 5.47% |
$33.1K - $35.5K
|
2.18K
$684K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-129- 0.33% |
$33.9K - $36.3K
|
38.5K
$12.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-132- 1.91% |
$34.6K - $37.2K
|
6.79K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-132- 0.76% |
$34.6K - $37.2K
|
17.1K
$5.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-134- 0.96% |
$35.2K - $37.7K
|
13.8K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-135- 2.28% |
$35.4K - $38K
|
5.78K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-136- 2.89% |
$35.7K - $38.3K
|
4.57K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-136- 5.71% |
$35.7K - $38.3K
|
2.25K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-137- 3.87% |
$36K - $38.6K
|
3.4K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-137- 1.13% |
$36K - $38.6K
|
11.9K
$3.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-139- 3.91% |
$36.5K - $39.1K
|
3.42K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-139- 2.32% |
$36.5K - $39.1K
|
5.86K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-139- 7.29% |
$36.5K - $39.1K
|
1.77K
$556K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-139- 4.65% |
$36.5K - $39.1K
|
2.85K
$896K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-140- 5.34% |
$36.7K - $39.4K
|
2.48K
$780K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-141- 0.99% |
$37K - $39.7K
|
14.1K
$4.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-141- 1.57% |
$37K - $39.7K
|
8.86K
$2.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-141- 7.13% |
$37K - $39.7K
|
1.84K
$577K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-142- 6.34% |
$37.3K - $40K
|
2.1K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-142- 0.22% |
$37.3K - $40K
|
64.6K
$20.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.46% |
$37.5K - $40.3K
|
5.67K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144- 20.11% |
$37.8K - $40.5K
|
572
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 6.36% |
$38.1K - $40.8K
|
2.14K
$671K
|