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
|
Eclectic Associates Inc
|
SELL
|
- |
-16- 1.66% |
$4.06K - $4.66K
|
947
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-16- 1.12% |
$4.06K - $4.66K
|
1.42K
$495K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-16- 1.57% |
$4.06K - $4.66K
|
1K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-16- 0.52% |
$4.06K - $4.66K
|
3.06K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16- 1.41% |
$4.06K - $4.66K
|
1.12K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-16- 1.53% |
$4.06K - $4.66K
|
1.03K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-16- 0.3% |
$4.06K - $4.66K
|
5.37K
$1.88M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-16- 0.9% |
$4.06K - $4.66K
|
1.76K
$615K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-17- 2.0% |
$4.31K - $4.96K
|
833
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-17- 0.36% |
$4.31K - $4.96K
|
4.7K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17- 1.25% |
$4.31K - $4.96K
|
1.34K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17- 0.31% |
$4.31K - $4.96K
|
5.51K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-17- 0.02% |
$4.31K - $4.96K
|
86.8K
$30.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18- 0.05% |
$4.57K - $5.25K
|
37.3K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-18- 0.06% |
$4.57K - $5.25K
|
31.4K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$4.82K - $5.54K
|
3.67K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-19- 0.07% |
$4.82K - $5.54K
|
27K
$9.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-19- 0.56% |
$4.82K - $5.54K
|
3.34K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-20- 0.54% |
$5.07K - $5.83K
|
3.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 0.14% |
$5.07K - $5.83K
|
14.6K
$5.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-21- 0.45% |
$5.33K - $6.12K
|
4.6K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-21- 1.09% |
$5.33K - $6.12K
|
1.91K
$668K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-21- 0.91% |
$5.33K - $6.12K
|
2.28K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-21- 1.88% |
$5.33K - $6.12K
|
1.09K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-21- 0.03% |
$5.33K - $6.12K
|
61.7K
$21.6M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-21- 1.81% |
$5.33K - $6.12K
|
1.14K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 1.0% |
$5.58K - $6.41K
|
2.19K
$764K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-22- 0.24% |
$5.58K - $6.41K
|
9.21K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-22- 1.91% |
$5.58K - $6.41K
|
1.13K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-22- 17.46% |
$5.58K - $6.41K
|
104
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-22- 0.6% |
$5.58K - $6.41K
|
3.65K
$1.28M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-22- 28.95% |
$5.58K - $6.41K
|
54
$18.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.22% |
$5.84K - $6.71K
|
10.2K
$3.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$5.84K - $6.71K
|
7.78K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-23- 1.09% |
$5.84K - $6.71K
|
2.08K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-23- 0.8% |
$5.84K - $6.71K
|
2.85K
$995K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.36% |
$6.09K - $7K
|
6.56K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-24- 0.57% |
$6.09K - $7K
|
4.22K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-24- 3.93% |
$6.09K - $7K
|
586
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-25- 1.38% |
$6.34K - $7.29K
|
1.79K
$626K
|
|
|
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
$339K
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-25- 1.43% |
$6.34K - $7.29K
|
1.72K
$602K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-25- 2.13% |
$6.34K - $7.29K
|
1.15K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-25- 0.62% |
$6.34K - $7.29K
|
4.03K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-25- 0.28% |
$6.34K - $7.29K
|
8.84K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.02% |
$6.34K - $7.29K
|
2.43K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-25- 1.88% |
$6.34K - $7.29K
|
1.31K
$457K
|
|
|
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
$623K
|