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 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.26% |
$280K - $328K
|
82.3K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.01K+ 3.08% |
$277K - $325K
|
33.9K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
984New |
$269K - $316K
|
984
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
983+ 44.89% |
$269K - $315K
|
3.17K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
943+ 8.6% |
$258K - $303K
|
11.9K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
941+ 2.11% |
$258K - $302K
|
45.5K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
935New |
$256K - $300K
|
935
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
909+ 1.66% |
$249K - $292K
|
55.5K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
902+ 5.74% |
$247K - $289K
|
16.6K
$5.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
888New |
$243K - $285K
|
888
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
881+ 18.74% |
$241K - $283K
|
5.58K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
873New |
$239K - $280K
|
873
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
868+ 21.1% |
$238K - $279K
|
4.98K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
860New |
$236K - $276K
|
860
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
860New |
$236K - $276K
|
860
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
859+ 16.81% |
$235K - $276K
|
5.97K
$1.91M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
858+ 23.39% |
$235K - $275K
|
4.53K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
830+ 4.26% |
$227K - $266K
|
20.3K
$6.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
824New |
$226K - $264K
|
824
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
800+ 17.41% |
$219K - $257K
|
5.4K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
792+ 0.54% |
$217K - $254K
|
146K
$46.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
785New |
$215K - $252K
|
785
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
776+ 1.63% |
$213K - $249K
|
48.3K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
774+ 65.48% |
$212K - $248K
|
1.96K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
770+ 5.53% |
$211K - $247K
|
14.7K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
766+ 1.33% |
$210K - $246K
|
58.3K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
763+ 7.56% |
$209K - $245K
|
10.9K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
754+ 1.24% |
$206K - $242K
|
61.3K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
748+ 57.14% |
$205K - $240K
|
2.06K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
747New |
$205K - $240K
|
747
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 9.34% |
$202K - $237K
|
8.65K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
739+ 98.01% |
$202K - $237K
|
1.49K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
726+ 4.1% |
$199K - $233K
|
18.4K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
721New |
$197K - $231K
|
721
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
717+ 11.86% |
$196K - $230K
|
6.76K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
716New |
$196K - $230K
|
716
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
712New |
$195K - $228K
|
712
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
712New |
$195K - $228K
|
712
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
708New |
$194K - $227K
|
708
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
704+ 21.12% |
$193K - $226K
|
4.04K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
687+ 9.7% |
$188K - $220K
|
7.77K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
687New |
$188K - $220K
|
687
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 4.45% |
$185K - $217K
|
15.9K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
675New |
$185K - $217K
|
675
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
672+ 8.23% |
$184K - $216K
|
8.84K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
671New |
$184K - $215K
|
671
$214K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
667+ 5.62% |
$183K - $214K
|
12.5K
$4.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
660New |
$181K - $212K
|
660
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
659New |
$180K - $211K
|
659
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
658+ 11.71% |
$180K - $211K
|
6.28K
$2.01M
|