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 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.54% |
$254 - $292
|
183
$64K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 0.23% |
$254 - $292
|
440
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$254 - $292
|
846
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1- 0.02% |
$254 - $292
|
6.46K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1- 0.11% |
$254 - $292
|
881
$308K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1- 0.02% |
$254 - $292
|
4.75K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$254 - $292
|
1.54K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.09% |
$254 - $292
|
1.06K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.05% |
$254 - $292
|
2.02K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$507 - $583
|
6.11K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.11% |
$507 - $583
|
1.85K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$507 - $583
|
5.61K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$507 - $583
|
2.21K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2- 0.02% |
$507 - $583
|
12.6K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-2- 0.13% |
$507 - $583
|
1.59K
$555K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3- 0.08% |
$761 - $875
|
3.93K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3- 0.09% |
$761 - $875
|
3.45K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3- 0.01% |
$761 - $875
|
20.8K
$7.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-3- 0.01% |
$761 - $875
|
29.6K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-3- 0.03% |
$761 - $875
|
9.84K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3- 0.06% |
$761 - $875
|
5.16K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-3- 0.16% |
$761 - $875
|
1.83K
$638K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3- 0.02% |
$761 - $875
|
15.2K
$5.31M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 1.19% |
$761 - $875
|
250
$87.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 2.55% |
$1.01K - $1.17K
|
153
$53.5K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 0.85% |
$1.01K - $1.17K
|
466
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.06% |
$1.01K - $1.17K
|
6.96K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4- 0.52% |
$1.01K - $1.17K
|
770
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4- 0.48% |
$1.01K - $1.17K
|
826
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.51% |
$1.27K - $1.46K
|
973
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 0.86% |
$1.27K - $1.46K
|
576
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-5- 0.1% |
$1.27K - $1.46K
|
5.11K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.27K - $1.46K
|
1.83K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-5- 0.27% |
$1.27K - $1.46K
|
1.88K
$656K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 0.32% |
$1.27K - $1.46K
|
1.54K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.43% |
$1.27K - $1.46K
|
1.16K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-5- 0.36% |
$1.27K - $1.46K
|
1.39K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.1% |
$1.27K - $1.46K
|
4.81K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5- 0.08% |
$1.27K - $1.46K
|
6.4K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6- 0.24% |
$1.52K - $1.75K
|
2.45K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.28% |
$1.52K - $1.75K
|
2.13K
$745K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-6- 0.08% |
$1.52K - $1.75K
|
7.59K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-6- 0.11% |
$1.52K - $1.75K
|
5.38K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6- 0.66% |
$1.52K - $1.75K
|
903
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-6- 0.19% |
$1.52K - $1.75K
|
3.09K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.42% |
$1.52K - $1.75K
|
1.41K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.06% |
$1.52K - $1.75K
|
9.35K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.92% |
$1.52K - $1.75K
|
646
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7- 0.43% |
$1.78K - $2.04K
|
1.6K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$1.78K - $2.04K
|
10.4K
$3.64M
|