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 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-21- 1.81% |
$5.33K - $6.12K
|
1.14K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 1.0% |
$5.58K - $6.41K
|
2.19K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-22- 0.24% |
$5.58K - $6.41K
|
9.21K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-22- 1.91% |
$5.58K - $6.41K
|
1.13K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-22- 17.46% |
$5.58K - $6.41K
|
104
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-22- 0.6% |
$5.58K - $6.41K
|
3.65K
$1.27M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-22- 28.95% |
$5.58K - $6.41K
|
54
$18.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.22% |
$5.84K - $6.71K
|
10.2K
$3.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$5.84K - $6.71K
|
7.78K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-23- 1.09% |
$5.84K - $6.71K
|
2.08K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-23- 0.8% |
$5.84K - $6.71K
|
2.85K
$990K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.36% |
$6.09K - $7K
|
6.56K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-24- 0.57% |
$6.09K - $7K
|
4.22K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-24- 3.93% |
$6.09K - $7K
|
586
$204K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-25- 1.38% |
$6.34K - $7.29K
|
1.79K
$623K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-25- 0.64% |
$6.34K - $7.29K
|
3.87K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 2.52% |
$6.34K - $7.29K
|
969
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-25- 1.43% |
$6.34K - $7.29K
|
1.72K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-25- 2.13% |
$6.34K - $7.29K
|
1.15K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-25- 0.62% |
$6.34K - $7.29K
|
4.03K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-25- 0.28% |
$6.34K - $7.29K
|
8.84K
$3.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.02% |
$6.34K - $7.29K
|
2.43K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-25- 1.88% |
$6.34K - $7.29K
|
1.31K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-26- 0.85% |
$6.6K - $7.58K
|
3.03K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-26- 1.44% |
$6.6K - $7.58K
|
1.78K
$620K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-26- 2.58% |
$6.6K - $7.58K
|
983
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-26- 0.23% |
$6.6K - $7.58K
|
11.5K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-26- 2.68% |
$6.6K - $7.58K
|
944
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-27- 0.98% |
$6.85K - $7.87K
|
2.72K
$945K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 6.01% |
$6.85K - $7.87K
|
422
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 2.87% |
$7.1K - $8.16K
|
948
$330K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-28- 1.92% |
$7.1K - $8.16K
|
1.43K
$499K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-28- 3.02% |
$7.1K - $8.16K
|
899
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-28- 0.52% |
$7.1K - $8.16K
|
5.35K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-28- 1.76% |
$7.1K - $8.16K
|
1.56K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-28- 0.17% |
$7.1K - $8.16K
|
16.8K
$5.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-29- 2.4% |
$7.36K - $8.46K
|
1.18K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-29- 0.99% |
$7.36K - $8.46K
|
2.89K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-29- 1.83% |
$7.36K - $8.46K
|
1.55K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-29- 3.14% |
$7.36K - $8.46K
|
894
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-30- 1.91% |
$7.61K - $8.75K
|
1.54K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-30- 0.12% |
$7.61K - $8.75K
|
25.7K
$8.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-30- 0.28% |
$7.61K - $8.75K
|
10.7K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30- 0.5% |
$7.61K - $8.75K
|
5.95K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-30- 0.07% |
$7.61K - $8.75K
|
43.4K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-30- 0.66% |
$7.61K - $8.75K
|
4.49K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30- 3.15% |
$7.61K - $8.75K
|
921
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-30- 0.17% |
$7.61K - $8.75K
|
17.8K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 0.65% |
$7.61K - $8.75K
|
4.59K
$1.6M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-30- 3.64% |
$7.61K - $8.75K
|
795
$277K
|