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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
815New |
$223K - $262K
|
815
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
807+ 16.99% |
$221K - $259K
|
5.56K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
804New |
$220K - $258K
|
804
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
800+ 17.41% |
$219K - $257K
|
5.4K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
800New |
$219K - $257K
|
800
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
799+ 5.7% |
$219K - $256K
|
14.8K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
799+ 100.13% |
$219K - $256K
|
1.6K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
797New |
$218K - $256K
|
797
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
796+ 3.15% |
$218K - $255K
|
26.1K
$9.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
792+ 0.54% |
$217K - $254K
|
146K
$51.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
789+ 7.3% |
$216K - $253K
|
11.6K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
789New |
$216K - $253K
|
789
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
785New |
$215K - $252K
|
785
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
785+ 8.21% |
$215K - $252K
|
10.3K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
784New |
$215K - $252K
|
784
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
784+ 4.61% |
$215K - $252K
|
17.8K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
782New |
$214K - $251K
|
782
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
778+ 4.81% |
$213K - $250K
|
17K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
776+ 1.63% |
$213K - $249K
|
48.3K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
776New |
$213K - $249K
|
776
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
774+ 65.48% |
$212K - $248K
|
1.96K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
773New |
$212K - $248K
|
773
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
771New |
$211K - $247K
|
771
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
770+ 5.53% |
$211K - $247K
|
14.7K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
768+ 0.75% |
$210K - $246K
|
104K
$36.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
766+ 1.33% |
$210K - $246K
|
58.3K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
764New |
$209K - $245K
|
764
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
763+ 7.56% |
$209K - $245K
|
10.9K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
763New |
$209K - $245K
|
763
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
761New |
$208K - $244K
|
761
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
761New |
$208K - $244K
|
761
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
757+ 16.94% |
$207K - $243K
|
5.23K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
756New |
$207K - $243K
|
756
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
754+ 1.24% |
$206K - $242K
|
61.3K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
751New |
$206K - $241K
|
751
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
750New |
$205K - $241K
|
750
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
750New |
$205K - $241K
|
750
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 0.49% |
$205K - $241K
|
153K
$53.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
748+ 57.14% |
$205K - $240K
|
2.06K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
747New |
$205K - $240K
|
747
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
747New |
$205K - $240K
|
747
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
746+ 25.79% |
$204K - $239K
|
3.64K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
743+ 6.15% |
$203K - $238K
|
12.8K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
740+ 6.42% |
$203K - $237K
|
12.3K
$4.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
739+ 98.01% |
$202K - $237K
|
1.49K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 9.34% |
$202K - $237K
|
8.65K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
738New |
$202K - $237K
|
738
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
737New |
$202K - $237K
|
737
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
736+ 29.91% |
$202K - $236K
|
3.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
736+ 6.41% |
$202K - $236K
|
12.2K
$4.28M
|