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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 1.15% |
$2.79K - $3.21K
|
969
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11+ 0.42% |
$2.79K - $3.21K
|
2.62K
$918K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.73% |
$2.54K - $2.92K
|
1.38K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10+ 25.64% |
$2.54K - $2.92K
|
49
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 1.07% |
$2.54K - $2.92K
|
947
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10+ 0.76% |
$2.54K - $2.92K
|
1.32K
$462K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.96% |
$2.54K - $2.92K
|
1.05K
$368K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10+ 1.0% |
$2.54K - $2.92K
|
1.01K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10New |
$2.54K - $2.92K
|
10
$3.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.41% |
$2.54K - $2.92K
|
2.43K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10+ 0.98% |
$2.54K - $2.92K
|
1.03K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
9+ 1.04% |
$2.28K - $2.62K
|
873
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.75% |
$2.28K - $2.62K
|
1.21K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.6% |
$2.28K - $2.62K
|
1.51K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9+ 0.34% |
$2.28K - $2.62K
|
2.63K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9+ 0.94% |
$2.28K - $2.62K
|
968
$339K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.16% |
$2.28K - $2.62K
|
5.79K
$2.02M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.19% |
$2.28K - $2.62K
|
4.87K
$1.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.75% |
$2.03K - $2.33K
|
466
$163K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8+ 0.47% |
$2.03K - $2.33K
|
1.7K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$2.03K - $2.33K
|
10.7K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8+ 0.55% |
$2.03K - $2.33K
|
1.45K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
8+ 0.23% |
$2.03K - $2.33K
|
3.5K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$1.78K - $2.04K
|
992
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.91% |
$1.78K - $2.04K
|
779
$273K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 25.0% |
$1.78K - $2.04K
|
35
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7+ 0.2% |
$1.78K - $2.04K
|
3.43K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
7+ 0.11% |
$1.78K - $2.04K
|
6.1K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.63% |
$1.78K - $2.04K
|
436
$153K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7+ 0.88% |
$1.78K - $2.04K
|
801
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7+ 0.04% |
$1.78K - $2.04K
|
17.1K
$6M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
921
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.31% |
$1.52K - $1.75K
|
1.96K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6+ 0.55% |
$1.52K - $1.75K
|
1.09K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.03% |
$1.52K - $1.75K
|
17.4K
$6.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
918
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.31K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.19% |
$1.27K - $1.46K
|
424
$148K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
$1.27K - $1.46K
|
2.63K
$919K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.76% |
$1.27K - $1.46K
|
666
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$1.27K - $1.46K
|
5.13K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.28K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.13% |
$1.27K - $1.46K
|
3.98K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.24% |
$1.01K - $1.17K
|
1.69K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
4+ 0.06% |
$1.01K - $1.17K
|
6.73K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 0.09% |
$1.01K - $1.17K
|
4.44K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
4+ 0.34% |
$1.01K - $1.17K
|
1.18K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.19% |
$1.01K - $1.17K
|
2.1K
$734K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4+ 0.17% |
$1.01K - $1.17K
|
2.41K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$1.01K - $1.17K
|
1.43K
$499K
|