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 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
102+ 3.63% |
$27.9K - $32.7K
|
2.91K
$994K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
101New |
$27.7K - $32.4K
|
101
$34.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100+ 7.31% |
$27.4K - $32.1K
|
1.47K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 23.7% |
$27.4K - $32.1K
|
522
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
100+ 0.77% |
$27.4K - $32.1K
|
13.1K
$4.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 6.38% |
$27.4K - $32.1K
|
1.67K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.76% |
$27.4K - $32.1K
|
13.3K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
99+ 1.83% |
$27.1K - $31.8K
|
5.51K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
95+ 2.55% |
$26K - $30.5K
|
3.82K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
95+ 12.15% |
$26K - $30.5K
|
877
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 2.78% |
$26K - $30.5K
|
3.52K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
93+ 10.04% |
$25.5K - $29.8K
|
1.02K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
91+ 0.17% |
$24.9K - $29.2K
|
55K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
90+ 2.62% |
$24.6K - $28.9K
|
3.52K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
90+ 5.85% |
$24.6K - $28.9K
|
1.63K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
89+ 1.69% |
$24.4K - $28.6K
|
5.34K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
88+ 2.26% |
$24.1K - $28.2K
|
3.99K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
87+ 1.82% |
$23.8K - $27.9K
|
4.86K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
87+ 0.6% |
$23.8K - $27.9K
|
14.6K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 0.83% |
$23.6K - $27.6K
|
10.5K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
84+ 4.8% |
$23K - $27K
|
1.83K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.95% |
$23K - $27K
|
2.21K
$755K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.18% |
$22.2K - $26K
|
3.79K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$27.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
81+ 5.4% |
$22.2K - $26K
|
1.58K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 0.54% |
$22.2K - $26K
|
15.2K
$5.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
81+ 7.19% |
$22.2K - $26K
|
1.21K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
80+ 2.77% |
$21.9K - $25.7K
|
2.97K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
80+ 8.39% |
$21.9K - $25.7K
|
1.03K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
80+ 2.21% |
$21.9K - $25.7K
|
3.7K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.11% |
$21.6K - $25.4K
|
2K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
79+ 0.83% |
$21.6K - $25.4K
|
9.57K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
78+ 0.8% |
$21.4K - $25K
|
9.77K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
78+ 1.11% |
$21.4K - $25K
|
7.1K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
75+ 0.83% |
$20.5K - $24.1K
|
9.1K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 5.38% |
$20.5K - $24.1K
|
1.47K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
74+ 2.92% |
$20.3K - $23.7K
|
2.61K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
73+ 2.91% |
$20K - $23.4K
|
2.58K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
72+ 0.66% |
$19.7K - $23.1K
|
11.1K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 1.63% |
$18.9K - $22.1K
|
4.29K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
69+ 0.21% |
$18.9K - $22.1K
|
32.6K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
68+ 0.95% |
$18.6K - $21.8K
|
7.26K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.24% |
$18.6K - $21.8K
|
2.16K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
68+ 8.6% |
$18.6K - $21.8K
|
859
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
67+ 4.16% |
$18.3K - $21.5K
|
1.68K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$22.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.41% |
$18.3K - $21.5K
|
16.3K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 3.61% |
$18.1K - $21.2K
|
1.89K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 2.05% |
$17.8K - $20.9K
|
3.24K
$1.11M
|