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 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-125- 0.2% |
$32.8K - $35.2K
|
61.2K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-125- 7.12% |
$32.8K - $35.2K
|
1.63K
$550K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-125- 12.3% |
$32.8K - $35.2K
|
891
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-126- 5.47% |
$33.1K - $35.5K
|
2.18K
$735K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-129- 0.33% |
$33.9K - $36.3K
|
38.5K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-132- 1.91% |
$34.6K - $37.2K
|
6.79K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-132- 0.76% |
$34.6K - $37.2K
|
17.1K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-134- 0.96% |
$35.2K - $37.7K
|
13.8K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-135- 2.28% |
$35.4K - $38K
|
5.78K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-136- 2.89% |
$35.7K - $38.3K
|
4.57K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-136- 5.71% |
$35.7K - $38.3K
|
2.25K
$758K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-137- 3.87% |
$36K - $38.6K
|
3.4K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-137- 1.13% |
$36K - $38.6K
|
11.9K
$4.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-139- 3.91% |
$36.5K - $39.1K
|
3.42K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-139- 2.32% |
$36.5K - $39.1K
|
5.86K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-139- 7.29% |
$36.5K - $39.1K
|
1.77K
$597K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-139- 4.65% |
$36.5K - $39.1K
|
2.85K
$962K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-140- 5.34% |
$36.7K - $39.4K
|
2.48K
$838K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-141- 0.99% |
$37K - $39.7K
|
14.1K
$4.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-141- 1.57% |
$37K - $39.7K
|
8.86K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-141- 7.13% |
$37K - $39.7K
|
1.84K
$620K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-142- 6.34% |
$37.3K - $40K
|
2.1K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-142- 0.22% |
$37.3K - $40K
|
64.6K
$21.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.46% |
$37.5K - $40.3K
|
5.67K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144- 20.11% |
$37.8K - $40.5K
|
572
$193K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 6.36% |
$38.1K - $40.8K
|
2.14K
$721K
|
|
|
Aug 12, 2024
Q2 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-145- 2.06% |
$38.1K - $40.8K
|
6.89K
$2.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 12.73% |
$38.3K - $41.1K
|
1K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-146- 25.98% |
$38.3K - $41.1K
|
416
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-148- 0.75% |
$38.8K - $41.7K
|
19.7K
$6.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-148- 0.87% |
$38.8K - $41.7K
|
16.9K
$5.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-148- 7.48% |
$38.8K - $41.7K
|
1.83K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-149- 2.06% |
$39.1K - $41.9K
|
7.09K
$2.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-150- 16.95% |
$39.4K - $42.2K
|
735
$248K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 19.89% |
$39.4K - $42.2K
|
604
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-150- 0.33% |
$39.4K - $42.2K
|
45K
$15.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-153- 0.46% |
$40.2K - $43.1K
|
32.8K
$11.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-153- 3.25% |
$40.2K - $43.1K
|
4.55K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-153- 1.68% |
$40.2K - $43.1K
|
8.94K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-155- 0.45% |
$40.7K - $43.6K
|
34.4K
$11.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-157- 1.76% |
$41.2K - $44.2K
|
8.77K
$2.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-157- 1.18% |
$41.2K - $44.2K
|
13.2K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-157- 1.27% |
$41.2K - $44.2K
|
12.2K
$4.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 7.17% |
$41.7K - $44.8K
|
2.06K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-160- 1.39% |
$42K - $45K
|
11.4K
$3.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-160- 1.08% |
$42K - $45K
|
14.6K
$4.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-161- 2.99% |
$42.3K - $45.3K
|
5.22K
$1.76M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-162- 3.17% |
$42.5K - $45.6K
|
4.95K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-163- 2.98% |
$42.8K - $45.9K
|
5.31K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-163- 1.16% |
$42.8K - $45.9K
|
13.8K
$4.67M
|