Purchases and Sales Made in Q4 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 1.41% |
$123K - $144K
|
31.5K
$10.1M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-457- 1.56% |
$125K - $147K
|
28.8K
$9.2M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-467- 12.14% |
$128K - $150K
|
3.38K
$1.08M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-477- 6.73% |
$131K - $153K
|
6.61K
$2.11M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-491- 0.59% |
$134K - $158K
|
82.4K
$26.3M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-492- 5.43% |
$135K - $158K
|
8.58K
$2.74M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-496- 2.69% |
$136K - $159K
|
17.9K
$5.73M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-496- 7.03% |
$136K - $159K
|
6.56K
$2.1M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-516- 3.4% |
$141K - $166K
|
14.6K
$4.68M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-526- 2.04% |
$144K - $169K
|
25.2K
$8.07M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 2.05% |
$146K - $171K
|
25.5K
$8.14M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-575- 1.45% |
$157K - $185K
|
39.2K
$12.5M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-583- 4.06% |
$160K - $187K
|
13.8K
$4.41M
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-589- 2.44% |
$161K - $189K
|
23.6K
$7.54M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-605- 14.75% |
$166K - $194K
|
3.5K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-618- 1.89% |
$169K - $198K
|
32.1K
$10.2M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-632- 1.13% |
$173K - $203K
|
55.5K
$17.7M
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-647- 2.4% |
$177K - $208K
|
26.3K
$8.39M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-651- 40.33% |
$178K - $209K
|
963
$308K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-688- 2.12% |
$188K - $221K
|
31.8K
$10.2M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-693- 3.46% |
$190K - $222K
|
19.3K
$6.17M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-698- 12.94% |
$191K - $224K
|
4.7K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-710- 2.7% |
$194K - $228K
|
25.6K
$8.17M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-722- 2.78% |
$198K - $232K
|
25.3K
$8.08M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-730- 1.7% |
$200K - $234K
|
42.2K
$13.5M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-745- 1.79% |
$204K - $239K
|
40.8K
$13M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-746- 1.55% |
$204K - $239K
|
47.3K
$15.1M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-749- 4.84% |
$205K - $240K
|
14.7K
$4.7M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-774- 0.59% |
$212K - $248K
|
131K
$41.8M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-792- 13.92% |
$217K - $254K
|
4.9K
$1.56M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-805- 4.6% |
$220K - $258K
|
16.7K
$5.33M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-833- 1.85% |
$228K - $267K
|
44.2K
$14.1M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-877- 25.71% |
$240K - $281K
|
2.53K
$810K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-891- 5.36% |
$244K - $286K
|
15.7K
$5.03M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-899- 9.88% |
$246K - $288K
|
8.2K
$2.62M
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-909- 4.22% |
$249K - $292K
|
20.6K
$6.6M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-932- 2.79% |
$255K - $299K
|
32.5K
$10.4M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-959- 0.58% |
$263K - $308K
|
165K
$52.7M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-976- 0.56% |
$267K - $313K
|
174K
$55.7M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-998- 6.34% |
$273K - $320K
|
14.7K
$4.71M
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 17.24% |
$274K - $321K
|
4.8K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.03K- 5.75% |
$281K - $329K
|
16.8K
$5.37M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 1.19% |
$281K - $329K
|
84.8K
$27.1M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.03K- 1.95% |
$282K - $331K
|
52K
$16.6M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.04K- 3.5% |
$285K - $333K
|
28.7K
$9.17M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.19K- 1.67% |
$325K - $381K
|
69.9K
$22.3M
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.2K- 2.12% |
$327K - $383K
|
55.2K
$17.6M
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.22K- 1.04% |
$333K - $390K
|
116K
$37M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.22K- 20.73% |
$334K - $392K
|
4.67K
$1.49M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.22K- 1.45% |
$335K - $393K
|
83.2K
$26.6M
|