Purchases and Sales Made in Q3 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
281+ 30.28% |
$71.3K - $81.9K
|
1.21K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
281+ 6.4% |
$71.3K - $81.9K
|
4.67K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
280+ 3.41% |
$71K - $81.6K
|
8.49K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
276+ 1.14% |
$70K - $80.5K
|
24.4K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
275New |
$69.8K - $80.2K
|
275
$96.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
275+ 35.71% |
$69.8K - $80.2K
|
1.05K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
271+ 3.77% |
$68.8K - $79K
|
7.46K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
271+ 7.95% |
$68.8K - $79K
|
3.68K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
269+ 17.73% |
$68.3K - $78.4K
|
1.79K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
269+ 2.51% |
$68.3K - $78.4K
|
11K
$3.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
267+ 2.97% |
$67.7K - $77.8K
|
9.24K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
266+ 0.38% |
$67.5K - $77.6K
|
70.6K
$24.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
264+ 2.46% |
$67K - $77K
|
11K
$3.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
262+ 1.55% |
$66.5K - $76.4K
|
17.2K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
260+ 1.89% |
$66K - $75.8K
|
14K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
259+ 18.96% |
$65.7K - $75.5K
|
1.63K
$568K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
257+ 12.59% |
$65.2K - $74.9K
|
2.3K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
256+ 9.03% |
$65K - $74.6K
|
3.09K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
256+ 1.86% |
$65K - $74.6K
|
14K
$4.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
255+ 7.26% |
$64.7K - $74.3K
|
3.77K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
254+ 2.05% |
$64.4K - $74.1K
|
12.6K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
252+ 2.39% |
$63.9K - $73.5K
|
10.8K
$3.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
251+ 22.57% |
$63.7K - $73.2K
|
1.36K
$477K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
251+ 0.62% |
$63.7K - $73.2K
|
40.5K
$14.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
250+ 0.95% |
$63.4K - $72.9K
|
26.4K
$9.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
250+ 1.77% |
$63.4K - $72.9K
|
14.4K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$63.4K - $72.9K
|
250
$87.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
250New |
$63.4K - $72.9K
|
250
$87.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
248+ 1.36% |
$62.9K - $72.3K
|
18.5K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
248+ 3.39% |
$62.9K - $72.3K
|
7.57K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
248New |
$62.9K - $72.3K
|
248
$86.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
248New |
$62.9K - $72.3K
|
248
$86.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
247+ 1.28% |
$62.7K - $72K
|
19.6K
$6.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
246+ 3.97% |
$62.4K - $71.7K
|
6.44K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
246+ 2.74% |
$62.4K - $71.7K
|
9.22K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
246+ 25.49% |
$62.4K - $71.7K
|
1.21K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
244+ 5.89% |
$61.9K - $71.1K
|
4.39K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
244+ 0.94% |
$61.9K - $71.1K
|
26.2K
$9.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
243+ 2.06% |
$61.7K - $70.8K
|
12K
$4.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
242New |
$61.4K - $70.6K
|
242
$84.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
242+ 5.22% |
$61.4K - $70.6K
|
4.88K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
241+ 0.93% |
$61.2K - $70.3K
|
26.1K
$9.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
241+ 17.39% |
$61.2K - $70.3K
|
1.63K
$569K
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
241+ 0.21% |
$61.2K - $70.3K
|
115K
$40.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
240+ 0.8% |
$60.9K - $70K
|
30.3K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
239+ 7.02% |
$60.6K - $69.7K
|
3.64K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
238+ 4.61% |
$60.4K - $69.4K
|
5.4K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
238+ 2.09% |
$60.4K - $69.4K
|
11.6K
$4.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
236+ 2.8% |
$59.9K - $68.8K
|
8.68K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
236+ 6.76% |
$59.9K - $68.8K
|
3.73K
$1.3M
|