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 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
566+ 2.21% |
$155K - $182K
|
26.2K
$9.18M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
564+ 12.67% |
$154K - $181K
|
5.02K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
563+ 6.16% |
$154K - $181K
|
9.71K
$3.4M
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
562+ 1.7% |
$154K - $180K
|
33.7K
$11.8M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
560+ 6.39% |
$153K - $180K
|
9.32K
$3.27M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
559+ 25.58% |
$153K - $179K
|
2.74K
$962K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
551+ 2.56% |
$151K - $177K
|
22.1K
$7.75M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
551+ 3.77% |
$151K - $177K
|
15.2K
$5.31M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
550+ 3.35% |
$151K - $177K
|
17K
$5.94M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
547+ 16.35% |
$150K - $176K
|
3.89K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
541+ 20.35% |
$148K - $174K
|
3.2K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
537+ 52.34% |
$147K - $172K
|
1.56K
$548K
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
536+ 2.29% |
$147K - $172K
|
24K
$8.41M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
534+ 4.88% |
$146K - $171K
|
11.5K
$4.02M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
533+ 2.76% |
$146K - $171K
|
19.8K
$6.95M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
533+ 1.4% |
$146K - $171K
|
38.6K
$13.5M
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
527+ 2.16% |
$144K - $169K
|
24.9K
$8.73M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
527+ 14.6% |
$144K - $169K
|
4.14K
$1.45M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
525+ 10.71% |
$144K - $168K
|
5.43K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
523+ 2.24% |
$143K - $168K
|
23.8K
$8.35M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
521+ 34.46% |
$143K - $167K
|
2.03K
$713K
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
520+ 20.08% |
$142K - $167K
|
3.11K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
517+ 5.69% |
$142K - $166K
|
9.6K
$3.36M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
515New |
$141K - $165K
|
515
$181K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
514+ 10.24% |
$141K - $165K
|
5.53K
$1.94M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
511New |
$140K - $164K
|
511
$179K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
507+ 16.91% |
$139K - $163K
|
3.51K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
505+ 1.27% |
$138K - $162K
|
40.3K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
504+ 0.45% |
$138K - $162K
|
113K
$39.7M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
503+ 29.75% |
$138K - $161K
|
2.19K
$769K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
496+ 2.25% |
$136K - $159K
|
22.6K
$7.91M
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
491+ 2.71% |
$134K - $158K
|
18.6K
$6.52M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
491+ 0.09% |
$134K - $158K
|
540K
$189M
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
490+ 37.46% |
$134K - $157K
|
1.8K
$630K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
489+ 0.53% |
$134K - $157K
|
92.9K
$32.6M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
487New |
$133K - $156K
|
487
$171K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
487New |
$133K - $156K
|
487
$171K
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
486+ 10.34% |
$133K - $156K
|
5.18K
$1.82M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
485+ 47.09% |
$133K - $156K
|
1.52K
$531K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
479+ 3.75% |
$131K - $154K
|
13.2K
$4.64M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
478+ 3.22% |
$131K - $153K
|
15.3K
$5.36M
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
478+ 2.67% |
$131K - $153K
|
18.4K
$6.45M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
475+ 9.59% |
$130K - $152K
|
5.43K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
473+ 1.93% |
$130K - $152K
|
25K
$8.75M
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
472+ 1.96% |
$129K - $151K
|
24.6K
$8.61M
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
471+ 0.39% |
$129K - $151K
|
120K
$42.2M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
471New |
$129K - $151K
|
471
$165K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
470+ 11.29% |
$129K - $151K
|
4.63K
$1.62M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
470+ 4.19% |
$129K - $151K
|
11.7K
$4.09M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 0.85% |
$128K - $150K
|
55K
$19.3M
|