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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 1.19% |
$761 - $875
|
250
$87K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 2.55% |
$1.01K - $1.17K
|
153
$53.2K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 0.85% |
$1.01K - $1.17K
|
466
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.06% |
$1.01K - $1.17K
|
6.96K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4- 0.52% |
$1.01K - $1.17K
|
770
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4- 0.48% |
$1.01K - $1.17K
|
826
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.51% |
$1.27K - $1.46K
|
973
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 0.86% |
$1.27K - $1.46K
|
576
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-5- 0.1% |
$1.27K - $1.46K
|
5.11K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.27K - $1.46K
|
1.83K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.27K - $1.46K
|
1.88K
$653K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 0.32% |
$1.27K - $1.46K
|
1.54K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.43% |
$1.27K - $1.46K
|
1.16K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-5- 0.36% |
$1.27K - $1.46K
|
1.39K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.1% |
$1.27K - $1.46K
|
4.81K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5- 0.08% |
$1.27K - $1.46K
|
6.4K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6- 0.24% |
$1.52K - $1.75K
|
2.45K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.28% |
$1.52K - $1.75K
|
2.13K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-6- 0.08% |
$1.52K - $1.75K
|
7.59K
$2.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$1.52K - $1.75K
|
5.38K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6- 0.66% |
$1.52K - $1.75K
|
903
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-6- 0.19% |
$1.52K - $1.75K
|
3.09K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.42% |
$1.52K - $1.75K
|
1.41K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.06% |
$1.52K - $1.75K
|
9.35K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.92% |
$1.52K - $1.75K
|
646
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7- 0.43% |
$1.78K - $2.04K
|
1.6K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$1.78K - $2.04K
|
10.4K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-7- 0.2% |
$1.78K - $2.04K
|
3.44K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.09% |
$1.78K - $2.04K
|
7.83K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.76% |
$1.78K - $2.04K
|
391
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.46% |
$1.78K - $2.04K
|
1.5K
$523K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-7- 0.48% |
$1.78K - $2.04K
|
1.44K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-7- 0.19% |
$1.78K - $2.04K
|
3.66K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7- 33.33% |
$1.78K - $2.04K
|
14
$4.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.26% |
$2.03K - $2.33K
|
3.1K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.39% |
$2.03K - $2.33K
|
2.05K
$714K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8- 0.27% |
$2.03K - $2.33K
|
3K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-8- 0.08% |
$2.03K - $2.33K
|
10.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-8- 0.24% |
$2.03K - $2.33K
|
3.31K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-9- 0.38% |
$2.28K - $2.62K
|
2.38K
$827K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 0.85% |
$2.28K - $2.62K
|
1.05K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9- 0.22% |
$2.28K - $2.62K
|
4.04K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9- 1.72% |
$2.28K - $2.62K
|
513
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9- 0.82% |
$2.28K - $2.62K
|
1.09K
$378K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 2.95% |
$2.54K - $2.92K
|
329
$114K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-10- 0.66% |
$2.54K - $2.92K
|
1.49K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-10- 0.25% |
$2.54K - $2.92K
|
3.97K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10- 0.68% |
$2.54K - $2.92K
|
1.46K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-10- 0.65% |
$2.54K - $2.92K
|
1.53K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-10- 0.2% |
$2.54K - $2.92K
|
4.95K
$1.72M
|