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 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
337+ 16.82% |
$92.3K - $108K
|
2.34K
$820K
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
336+ 34.43% |
$92K - $108K
|
1.31K
$460K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
336+ 20.36% |
$92K - $108K
|
1.99K
$696K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
336+ 5.64% |
$92K - $108K
|
6.29K
$2.21M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
334+ 2.42% |
$91.5K - $107K
|
14.2K
$4.96M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
333New |
$91.2K - $107K
|
333
$117K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
331+ 16.31% |
$90.7K - $106K
|
2.36K
$828K
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
330New |
$90.4K - $106K
|
330
$116K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
330New |
$90.4K - $106K
|
330
$116K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
328New |
$89.8K - $105K
|
328
$115K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
327+ 15.5% |
$89.6K - $105K
|
2.44K
$854K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
324+ 8.91% |
$88.7K - $104K
|
3.96K
$1.39M
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
324+ 9.94% |
$88.7K - $104K
|
3.58K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
321+ 3.32% |
$87.9K - $103K
|
9.98K
$3.5M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
321+ 6.39% |
$87.9K - $103K
|
5.35K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
321+ 21.08% |
$87.9K - $103K
|
1.84K
$646K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
320+ 4.9% |
$87.6K - $103K
|
6.84K
$2.4M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
317+ 1.19% |
$86.8K - $102K
|
26.9K
$9.43M
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
317+ 2.5% |
$86.8K - $102K
|
13K
$4.55M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
316+ 1.08% |
$86.5K - $101K
|
29.7K
$10.4M
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
316+ 31.16% |
$86.5K - $101K
|
1.33K
$466K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
311+ 1.41% |
$85.2K - $99.8K
|
22.4K
$7.87M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
310+ 3.61% |
$84.9K - $99.5K
|
8.9K
$3.12M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
308+ 0.99% |
$84.4K - $98.8K
|
31.4K
$11M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
306+ 5.07% |
$83.8K - $98.2K
|
6.34K
$2.22M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
306+ 3.37% |
$83.8K - $98.2K
|
9.39K
$3.29M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
305+ 5.58% |
$83.5K - $97.9K
|
5.77K
$2.02M
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
305+ 1.61% |
$83.5K - $97.9K
|
19.2K
$6.74M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
304+ 8.16% |
$83.3K - $97.6K
|
4.03K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 0.76% |
$83K - $97.2K
|
40.3K
$14.1M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
302+ 3.2% |
$82.7K - $96.9K
|
9.73K
$3.41M
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
300New |
$82.2K - $96.3K
|
300
$105K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
298New |
$81.6K - $95.6K
|
298
$104K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
297+ 2.29% |
$81.3K - $95.3K
|
13.3K
$4.65M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
295+ 3.81% |
$80.8K - $94.7K
|
8.04K
$2.82M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
295+ 3.07% |
$80.8K - $94.7K
|
9.91K
$3.47M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
293+ 5.83% |
$80.2K - $94K
|
5.32K
$1.87M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
292+ 10.41% |
$80K - $93.7K
|
3.1K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
291+ 4.77% |
$79.7K - $93.4K
|
6.39K
$2.24M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
291+ 2.87% |
$79.7K - $93.4K
|
10.4K
$3.66M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
291+ 6.04% |
$79.7K - $93.4K
|
5.11K
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
288New |
$78.9K - $92.4K
|
288
$101K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
288+ 16.98% |
$78.9K - $92.4K
|
1.98K
$695K
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
288+ 2.77% |
$78.9K - $92.4K
|
10.7K
$3.75M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
288+ 27.38% |
$78.9K - $92.4K
|
1.34K
$470K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
287+ 2.18% |
$78.6K - $92.1K
|
13.5K
$4.72M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
286+ 16.39% |
$78.3K - $91.8K
|
2.03K
$712K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
286+ 17.82% |
$78.3K - $91.8K
|
1.89K
$663K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
285+ 15.52% |
$78.1K - $91.5K
|
2.12K
$743K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
283+ 13.97% |
$77.5K - $90.8K
|
2.31K
$809K
|