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 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
24+ 0.47% |
$6.57K - $7.7K
|
5.14K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
24+ 0.71% |
$6.57K - $7.7K
|
3.42K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 0.39% |
$6.57K - $7.7K
|
6.14K
$2.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
23+ 0.62% |
$6.3K - $7.38K
|
3.72K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 1.96% |
$6.3K - $7.38K
|
1.2K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23+ 1.87% |
$6.3K - $7.38K
|
1.26K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 1.62% |
$6.3K - $7.38K
|
1.45K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
23+ 1.71% |
$6.3K - $7.38K
|
1.37K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
23+ 0.23% |
$6.3K - $7.38K
|
10.2K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
23+ 1.81% |
$6.3K - $7.38K
|
1.29K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
23+ 1.01% |
$6.3K - $7.38K
|
2.3K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22+ 2.7% |
$6.03K - $7.06K
|
838
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
22+ 0.68% |
$6.03K - $7.06K
|
3.24K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.15% |
$6.03K - $7.06K
|
14.2K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 0.88% |
$5.75K - $6.74K
|
2.41K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
21+ 0.53% |
$5.75K - $6.74K
|
3.99K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21+ 0.91% |
$5.75K - $6.74K
|
2.33K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
20+ 0.57% |
$5.48K - $6.42K
|
3.5K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$5.48K - $6.42K
|
4.26K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
19+ 0.6% |
$5.2K - $6.1K
|
3.19K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.06% |
$5.2K - $6.1K
|
941
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
19+ 0.41% |
$5.2K - $6.1K
|
4.69K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 1.96% |
$5.2K - $6.1K
|
987
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 2.01% |
$4.93K - $5.78K
|
915
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
18+ 0.45% |
$4.93K - $5.78K
|
4.01K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
17+ 1.83% |
$4.66K - $5.46K
|
946
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 2.23% |
$4.66K - $5.46K
|
778
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
17+ 0.46% |
$4.66K - $5.46K
|
3.73K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.22% |
$4.66K - $5.46K
|
7.69K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
16+ 0.42% |
$4.38K - $5.13K
|
3.78K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
15+ 1.53% |
$4.11K - $4.81K
|
998
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 2.58% |
$4.11K - $4.81K
|
596
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15+ 2.72% |
$4.11K - $4.81K
|
566
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15+ 1.31% |
$4.11K - $4.81K
|
1.16K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$3.83K - $4.49K
|
919
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$3.83K - $4.49K
|
3.01K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
13+ 2.14% |
$3.56K - $4.17K
|
620
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
13+ 0.42% |
$3.56K - $4.17K
|
3.07K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13+ 1.08% |
$3.56K - $4.17K
|
1.22K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.47% |
$3.56K - $4.17K
|
2.76K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.6% |
$3.29K - $3.85K
|
764
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 4.15% |
$3.29K - $3.85K
|
301
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12+ 1.0% |
$3.29K - $3.85K
|
1.21K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
12+ 1.5% |
$3.29K - $3.85K
|
813
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.06% |
$3.01K - $3.53K
|
18.5K
$6.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.4% |
$3.01K - $3.53K
|
2.74K
$952K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.66% |
$2.74K - $3.21K
|
1.53K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10+ 1.28% |
$2.74K - $3.21K
|
789
$275K
|