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 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.06KNew |
$838K - $982K
|
3.06K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.01K+ 20.98% |
$825K - $967K
|
17.4K
$5.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.94K+ 4.48% |
$806K - $944K
|
68.7K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.79K+ 4.43% |
$764K - $895K
|
65.8K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.76K+ 137.69% |
$755K - $885K
|
4.76K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.73K+ 6.38% |
$749K - $877K
|
45.6K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63K+ 19.7% |
$720K - $844K
|
16K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.59K+ 2.78% |
$709K - $831K
|
95.8K
$30.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.55K+ 12.17% |
$698K - $818K
|
23.5K
$7.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.03% |
$643K - $753K
|
35.7K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.14K+ 9.62% |
$585K - $686K
|
24.4K
$7.78M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.09K+ 40.0% |
$573K - $672K
|
7.33K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.09K+ 116.25% |
$572K - $670K
|
3.89K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.08K+ 53.06% |
$568K - $666K
|
5.99K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.97K+ 98400.0% |
$539K - $632K
|
1.97K
$630K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.97K+ 3.15% |
$538K - $631K
|
64.3K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.94K+ 42.05% |
$530K - $622K
|
6.54K
$2.09M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.86K+ 108.45% |
$509K - $597K
|
3.58K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.79K+ 16.69% |
$491K - $575K
|
12.5K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.78K+ 126.88% |
$489K - $573K
|
3.19K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$475K - $557K
|
1.74K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.74K+ 1.47% |
$475K - $557K
|
120K
$38.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.7KNew |
$467K - $547K
|
1.7K
$545K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.64K+ 32.8% |
$449K - $526K
|
6.64K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1.63K+ 1.44% |
$447K - $524K
|
115K
$36.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.57K+ 5.68% |
$429K - $502K
|
29.1K
$9.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 1558.0% |
$427K - $500K
|
1.66K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.51K+ 1.77% |
$413K - $484K
|
86.4K
$27.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.92% |
$404K - $473K
|
31.5K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.44KNew |
$395K - $463K
|
1.44K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.43KNew |
$392K - $459K
|
1.43K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.38K+ 1.03% |
$378K - $443K
|
136K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.35K+ 9.18% |
$371K - $435K
|
16.1K
$5.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.35K+ 8.64% |
$370K - $434K
|
17K
$5.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.3K+ 14.27% |
$356K - $417K
|
10.4K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.28K+ 1.17% |
$351K - $411K
|
111K
$35.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.25K+ 36.67% |
$342K - $400K
|
4.65K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.23K+ 18.15% |
$338K - $396K
|
8.03K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.2K+ 0.97% |
$329K - $385K
|
125K
$39.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.2K+ 1.82% |
$329K - $385K
|
67K
$21.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.18K+ 28.56% |
$323K - $378K
|
5.31K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.16K+ 98.64% |
$319K - $373K
|
2.34K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.15KNew |
$315K - $369K
|
1.15K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.13K+ 38.65% |
$309K - $362K
|
4.05K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.12K+ 44.71% |
$307K - $359K
|
3.63K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.07K+ 3.61% |
$293K - $344K
|
30.7K
$9.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 69.2% |
$290K - $340K
|
2.59K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.05K+ 114.01% |
$288K - $337K
|
1.97K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.04KNew |
$285K - $334K
|
1.04K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.03KNew |
$283K - $331K
|
1.03K
$330K
|