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 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
54+ 3.04% |
$13.7K - $15.7K
|
1.83K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
54+ 4.63% |
$13.7K - $15.7K
|
1.22K
$427K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
54+ 2.11% |
$13.7K - $15.7K
|
2.61K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
54+ 2.19% |
$13.7K - $15.7K
|
2.52K
$881K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
54+ 0.53% |
$13.7K - $15.7K
|
10.3K
$3.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53+ 1.04% |
$13.4K - $15.5K
|
5.13K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
53+ 1.58% |
$13.4K - $15.5K
|
3.41K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
53+ 0.63% |
$13.4K - $15.5K
|
8.52K
$2.98M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53+ 7.49% |
$13.4K - $15.5K
|
761
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
52+ 4.38% |
$13.2K - $15.2K
|
1.24K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
52+ 0.8% |
$13.2K - $15.2K
|
6.58K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
52+ 2.42% |
$13.2K - $15.2K
|
2.21K
$771K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
52+ 1.29% |
$13.2K - $15.2K
|
4.1K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
51+ 2.85% |
$12.9K - $14.9K
|
1.84K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
51+ 0.62% |
$12.9K - $14.9K
|
8.24K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
51+ 0.26% |
$12.9K - $14.9K
|
19.6K
$6.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
51+ 0.08% |
$12.9K - $14.9K
|
66.9K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
51+ 3.18% |
$12.9K - $14.9K
|
1.66K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 5.02% |
$12.9K - $14.9K
|
1.07K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 5.57% |
$12.7K - $14.6K
|
948
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
50+ 0.74% |
$12.7K - $14.6K
|
6.8K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
50+ 0.55% |
$12.7K - $14.6K
|
9.18K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50+ 2.19% |
$12.7K - $14.6K
|
2.33K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50+ 96.15% |
$12.7K - $14.6K
|
102
$35.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
49+ 5.41% |
$12.4K - $14.3K
|
954
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
49+ 6.99% |
$12.4K - $14.3K
|
750
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
49+ 2.62% |
$12.4K - $14.3K
|
1.92K
$671K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
49+ 1.71% |
$12.4K - $14.3K
|
2.92K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48+ 3.07% |
$12.2K - $14K
|
1.61K
$563K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
48+ 1.68% |
$12.2K - $14K
|
2.91K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
48+ 3.15% |
$12.2K - $14K
|
1.57K
$549K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
48+ 2.05% |
$12.2K - $14K
|
2.39K
$836K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
47+ 0.88% |
$11.9K - $13.7K
|
5.36K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
47+ 0.3% |
$11.9K - $13.7K
|
15.8K
$5.54M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
47+ 0.57% |
$11.9K - $13.7K
|
8.24K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
46+ 2.51% |
$11.7K - $13.4K
|
1.88K
$657K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
45+ 0.45% |
$11.4K - $13.1K
|
10K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
45+ 0.24% |
$11.4K - $13.1K
|
18.4K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
45+ 5.73% |
$11.4K - $13.1K
|
831
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
44+ 1.87% |
$11.2K - $12.8K
|
2.4K
$838K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
44+ 6.02% |
$11.2K - $12.8K
|
775
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
43+ 0.73% |
$10.9K - $12.5K
|
5.91K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 3.97% |
$10.9K - $12.5K
|
1.13K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
43+ 8.32% |
$10.9K - $12.5K
|
560
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
42+ 0.17% |
$10.7K - $12.2K
|
24.6K
$8.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
42+ 1.0% |
$10.7K - $12.2K
|
4.23K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
42+ 3.1% |
$10.7K - $12.2K
|
1.4K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
42+ 1.68% |
$10.7K - $12.2K
|
2.54K
$889K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 1.63% |
$10.7K - $12.2K
|
2.61K
$914K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42+ 1.0% |
$10.7K - $12.2K
|
4.26K
$1.49M
|