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 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-853- 3.22% |
$224K - $240K
|
25.7K
$8.66M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-859- 3.63% |
$225K - $242K
|
22.8K
$7.7M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-859- 13.77% |
$225K - $242K
|
5.38K
$1.82M
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-859- 0.64% |
$225K - $242K
|
133K
$44.9M
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-864- 0.15% |
$227K - $243K
|
561K
$189M
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-866- 8.29% |
$227K - $244K
|
9.58K
$3.23M
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-869- 1.48% |
$228K - $245K
|
58K
$19.6M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-872- 1.09% |
$229K - $245K
|
79.3K
$26.8M
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-883- 3.04% |
$232K - $249K
|
28.1K
$9.5M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-885- 0.54% |
$232K - $249K
|
162K
$54.5M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-888- 0.63% |
$233K - $250K
|
140K
$47.2M
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-890- 3.79% |
$234K - $251K
|
22.6K
$7.63M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-892- 0.39% |
$234K - $251K
|
230K
$77.6M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-896- 14.85% |
$235K - $252K
|
5.14K
$1.73M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-896- 2.41% |
$235K - $252K
|
36.3K
$12.2M
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-900- 3.47% |
$236K - $253K
|
25.1K
$8.45M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-906- 2.29% |
$238K - $255K
|
38.7K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-907- 4.55% |
$238K - $255K
|
19K
$6.43M
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-909- 0.72% |
$239K - $256K
|
126K
$42.5M
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-912- 3.11% |
$239K - $257K
|
28.4K
$9.59M
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-916- 15.58% |
$240K - $258K
|
4.96K
$1.68M
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-923- 1.65% |
$242K - $260K
|
54.9K
$18.5M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-930- 2.24% |
$244K - $262K
|
40.6K
$13.7M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-931- 28.03% |
$244K - $262K
|
2.39K
$807K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-932- 3.55% |
$245K - $262K
|
25.3K
$8.54M
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-942- 3.82% |
$247K - $265K
|
23.7K
$8M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-958- 3.22% |
$251K - $270K
|
28.8K
$9.72M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-961- 2.58% |
$252K - $271K
|
36.3K
$12.2M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-963- 46.3% |
$253K - $271K
|
1.12K
$377K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-975- 13.55% |
$256K - $274K
|
6.22K
$2.1M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-983- 1.01% |
$258K - $277K
|
96.4K
$32.5M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-986- 6.02% |
$259K - $278K
|
15.4K
$5.19M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-990- 37.95% |
$260K - $279K
|
1.62K
$546K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 8.47% |
$262K - $282K
|
10.8K
$3.65M
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1K- 7.32% |
$262K - $282K
|
12.7K
$4.27M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 44.5% |
$262K - $282K
|
1.25K
$421K
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 6.55% |
$263K - $282K
|
14.3K
$4.82M
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1K- 3.28% |
$264K - $283K
|
29.6K
$9.99M
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.01K- 3.85% |
$264K - $283K
|
25.1K
$8.48M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.01K- 1.71% |
$265K - $284K
|
58.2K
$19.6M
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.01K- 1.48% |
$265K - $284K
|
67.4K
$22.8M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.04K- 0.81% |
$273K - $293K
|
127K
$43M
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.04K- 2.52% |
$273K - $293K
|
40.3K
$13.6M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 0.64% |
$273K - $293K
|
162K
$54.7M
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 52.12% |
$274K - $294K
|
958
$323K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.05K- 5.89% |
$276K - $296K
|
16.8K
$5.68M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-1.06K- 3.77% |
$277K - $297K
|
27K
$9.1M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.06K- 1.76% |
$277K - $297K
|
58.9K
$19.9M
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.06K- 9.08% |
$279K - $299K
|
10.6K
$3.59M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.07K- 8.01% |
$280K - $301K
|
12.3K
$4.14M
|