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 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
65+ 1.22% |
$17.8K - $20.9K
|
5.4K
$1.85M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
64+ 4.3% |
$17.5K - $20.5K
|
1.55K
$530K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
63+ 1.64% |
$17.3K - $20.2K
|
3.91K
$1.34M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
62+ 3.97% |
$17K - $19.9K
|
1.62K
$554K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
62+ 1.75% |
$17K - $19.9K
|
3.61K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
61+ 0.23% |
$16.7K - $19.6K
|
27.1K
$9.27M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
61+ 0.7% |
$16.7K - $19.6K
|
8.8K
$3.01M
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
61+ 1.06% |
$16.7K - $19.6K
|
5.84K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61+ 20.61% |
$16.7K - $19.6K
|
357
$122K
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.68% |
$16.4K - $19.3K
|
1.69K
$578K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
60+ 8.05% |
$16.4K - $19.3K
|
805
$275K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60+ 7.42% |
$16.4K - $19.3K
|
869
$297K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 7.45% |
$16.4K - $19.3K
|
865
$296K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.77% |
$15.9K - $18.6K
|
7.62K
$2.6M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.49% |
$15.6K - $18.3K
|
11.6K
$3.97M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
57+ 1.6% |
$15.6K - $18.3K
|
3.63K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 2.24% |
$15.6K - $18.3K
|
2.6K
$888K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
56+ 1.09% |
$15.3K - $18K
|
5.17K
$1.77M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
54+ 0.93% |
$14.8K - $17.3K
|
5.84K
$2M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
52+ 2.88% |
$14.2K - $16.7K
|
1.86K
$636K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
52+ 1.05% |
$14.2K - $16.7K
|
5K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
51+ 1.99% |
$14K - $16.4K
|
2.61K
$891K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
50+ 27.93% |
$13.7K - $16K
|
229
$78.3K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
50+ 2.71% |
$13.7K - $16K
|
1.9K
$648K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
50+ 1.32% |
$13.7K - $16K
|
3.84K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
49+ 1.88% |
$13.4K - $15.7K
|
2.66K
$907K
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
48+ 0.27% |
$13.1K - $15.4K
|
17.9K
$6.12M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
48+ 3.14% |
$13.1K - $15.4K
|
1.58K
$540K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
47+ 0.56% |
$12.9K - $15.1K
|
8.39K
$2.87M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
47+ 1.21% |
$12.9K - $15.1K
|
3.93K
$1.34M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
46+ 0.26% |
$12.6K - $14.8K
|
17.5K
$5.97M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
46+ 0.24% |
$12.6K - $14.8K
|
19.3K
$6.58M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
44+ 0.22% |
$12.1K - $14.1K
|
19.7K
$6.73M
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
44+ 2.8% |
$12.1K - $14.1K
|
1.61K
$552K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
44+ 3.2% |
$12.1K - $14.1K
|
1.42K
$485K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
43+ 4.2% |
$11.8K - $13.8K
|
1.07K
$364K
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
43+ 1.72% |
$11.8K - $13.8K
|
2.54K
$868K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
42+ 0.8% |
$11.5K - $13.5K
|
5.29K
$1.81M
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
42+ 2.53% |
$11.5K - $13.5K
|
1.7K
$581K
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
41+ 0.52% |
$11.2K - $13.2K
|
7.98K
$2.73M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
41+ 0.32% |
$11.2K - $13.2K
|
13.1K
$4.46M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
41+ 3.64% |
$11.2K - $13.2K
|
1.17K
$399K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
40+ 1.42% |
$11K - $12.8K
|
2.86K
$978K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.29% |
$11K - $12.8K
|
13.9K
$4.76M
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
40+ 0.18% |
$11K - $12.8K
|
22.1K
$7.54M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
40+ 0.9% |
$11K - $12.8K
|
4.49K
$1.53M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 1.1% |
$10.7K - $12.5K
|
3.6K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
39+ 0.17% |
$10.7K - $12.5K
|
22.7K
$7.76M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 8.64% |
$10.4K - $12.2K
|
478
$163K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
37+ 0.39% |
$10.1K - $11.9K
|
9.62K
$3.29M
|