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 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
735New |
$201K - $236K
|
735
$258K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
735New |
$201K - $236K
|
735
$258K
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
735+ 11.94% |
$201K - $236K
|
6.89K
$2.42M
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
734New |
$201K - $236K
|
734
$257K
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
733New |
$201K - $235K
|
733
$257K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
732+ 29.87% |
$200K - $235K
|
3.18K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
732+ 12.64% |
$200K - $235K
|
6.52K
$2.29M
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
732New |
$200K - $235K
|
732
$257K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
730+ 0.63% |
$200K - $234K
|
117K
$40.9M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
730+ 0.33% |
$200K - $234K
|
223K
$78M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
729+ 3.72% |
$200K - $234K
|
20.3K
$7.12M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
728+ 12.95% |
$199K - $234K
|
6.35K
$2.23M
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
727New |
$199K - $233K
|
727
$255K
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
727New |
$199K - $233K
|
727
$255K
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
727New |
$199K - $233K
|
727
$255K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
726+ 4.1% |
$199K - $233K
|
18.4K
$6.45M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
725+ 1.42% |
$199K - $233K
|
51.9K
$18.2M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
725New |
$199K - $233K
|
725
$254K
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
725New |
$199K - $233K
|
725
$254K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
724New |
$198K - $232K
|
724
$254K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
723New |
$198K - $232K
|
723
$253K
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
721New |
$197K - $231K
|
721
$253K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
720New |
$197K - $231K
|
720
$252K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
720+ 0.28% |
$197K - $231K
|
255K
$89.5M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
717+ 11.86% |
$196K - $230K
|
6.76K
$2.37M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
716New |
$196K - $230K
|
716
$251K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
716New |
$196K - $230K
|
716
$251K
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
715New |
$196K - $229K
|
715
$251K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
715New |
$196K - $229K
|
715
$251K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
712New |
$195K - $228K
|
712
$250K
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
712New |
$195K - $228K
|
712
$250K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
710New |
$194K - $228K
|
710
$249K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
708New |
$194K - $227K
|
708
$248K
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
708+ 1.27% |
$194K - $227K
|
56.4K
$19.8M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
707New |
$194K - $227K
|
707
$248K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
704+ 21.12% |
$193K - $226K
|
4.04K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
704New |
$193K - $226K
|
704
$247K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
703+ 20.22% |
$193K - $226K
|
4.18K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
702New |
$192K - $225K
|
702
$246K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
700New |
$192K - $225K
|
700
$245K
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
700New |
$192K - $225K
|
700
$245K
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
700New |
$192K - $225K
|
700
$245K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
698+ 14.55% |
$191K - $224K
|
5.5K
$1.93M
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
698New |
$191K - $224K
|
698
$245K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
697New |
$191K - $224K
|
697
$244K
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
696New |
$191K - $223K
|
696
$244K
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
695New |
$190K - $223K
|
695
$244K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
694New |
$190K - $223K
|
694
$243K
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
693New |
$190K - $222K
|
693
$243K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
691New |
$189K - $222K
|
691
$242K
|