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 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
888New |
$243K - $285K
|
888
$311K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
888+ 11.42% |
$243K - $285K
|
8.67K
$3.04M
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
886+ 32.78% |
$243K - $284K
|
3.59K
$1.26M
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
885New |
$242K - $284K
|
885
$310K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
884+ 49.36% |
$242K - $284K
|
2.68K
$938K
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
882New |
$242K - $283K
|
882
$309K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
881+ 18.74% |
$241K - $283K
|
5.58K
$1.96M
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
880New |
$241K - $282K
|
880
$308K
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
876New |
$240K - $281K
|
876
$307K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
873New |
$239K - $280K
|
873
$306K
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
870New |
$238K - $279K
|
870
$305K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
868+ 21.1% |
$238K - $279K
|
4.98K
$1.75M
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
868New |
$238K - $279K
|
868
$304K
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
865New |
$237K - $278K
|
865
$303K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
864+ 1.11% |
$237K - $277K
|
78.6K
$27.6M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
862New |
$236K - $277K
|
862
$302K
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
862New |
$236K - $277K
|
862
$302K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
861New |
$236K - $276K
|
861
$302K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
860New |
$236K - $276K
|
860
$301K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
860New |
$236K - $276K
|
860
$301K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
859+ 16.81% |
$235K - $276K
|
5.97K
$2.09M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
858+ 23.39% |
$235K - $275K
|
4.53K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
857New |
$235K - $275K
|
857
$300K
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
857New |
$235K - $275K
|
857
$300K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
856New |
$234K - $275K
|
856
$300K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
856+ 3.01% |
$234K - $275K
|
29.3K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
856New |
$234K - $275K
|
856
$300K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
850+ 12.14% |
$233K - $273K
|
7.85K
$2.75M
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
848+ 2.81% |
$232K - $272K
|
31.1K
$10.9M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
846New |
$232K - $271K
|
846
$297K
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
844New |
$231K - $271K
|
844
$296K
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
843New |
$231K - $271K
|
843
$295K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
842+ 2.11% |
$231K - $270K
|
40.7K
$14.3M
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
842New |
$231K - $270K
|
842
$295K
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
841New |
$230K - $270K
|
841
$295K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
840New |
$230K - $270K
|
840
$294K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
836+ 9.05% |
$229K - $268K
|
10.1K
$3.53M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
835+ 3.56% |
$229K - $268K
|
24.3K
$8.51M
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
833New |
$228K - $267K
|
833
$292K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
830+ 4.26% |
$227K - $266K
|
20.3K
$7.11M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
829New |
$227K - $266K
|
829
$291K
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
825New |
$226K - $265K
|
825
$289K
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
824New |
$226K - $264K
|
824
$289K
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
824+ 0.88% |
$226K - $264K
|
94.4K
$33.1M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
821+ 1.31% |
$225K - $263K
|
63.7K
$22.3M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
820+ 6.17% |
$225K - $263K
|
14.1K
$4.94M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
818+ 0.05% |
$224K - $263K
|
1.6M
$560M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
818New |
$224K - $263K
|
818
$287K
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
816New |
$223K - $262K
|
816
$286K
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
816+ 24.01% |
$223K - $262K
|
4.22K
$1.48M
|