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 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
209+ 1.41% |
$57.2K - $67.1K
|
15.1K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
209+ 0.32% |
$57.2K - $67.1K
|
65.5K
$23M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
208+ 2.95% |
$57K - $66.7K
|
7.26K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
208+ 11.72% |
$57K - $66.7K
|
1.98K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
206+ 2.07% |
$56.4K - $66.1K
|
10.2K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
205+ 0.94% |
$56.1K - $65.8K
|
22K
$7.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
205+ 21.13% |
$56.1K - $65.8K
|
1.18K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
204+ 4.01% |
$55.9K - $65.5K
|
5.29K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
204+ 18.33% |
$55.9K - $65.5K
|
1.32K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
202+ 0.11% |
$55.3K - $64.8K
|
186K
$65.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.82% |
$55.3K - $64.8K
|
7.37K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
201+ 89.33% |
$55K - $64.5K
|
426
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
201+ 3.27% |
$55K - $64.5K
|
6.35K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
200New |
$54.8K - $64.2K
|
200
$70.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
200+ 1.09% |
$54.8K - $64.2K
|
18.5K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
200+ 9.1% |
$54.8K - $64.2K
|
2.4K
$840K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
200+ 0.64% |
$54.8K - $64.2K
|
31.5K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200+ 75.76% |
$54.8K - $64.2K
|
464
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
199New |
$54.5K - $63.9K
|
199
$69.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
197+ 0.82% |
$54K - $63.2K
|
24.3K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
197+ 21.72% |
$54K - $63.2K
|
1.1K
$387K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
197+ 0.52% |
$54K - $63.2K
|
38.1K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
195+ 6.77% |
$53.4K - $62.6K
|
3.08K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
195+ 10.55% |
$53.4K - $62.6K
|
2.04K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
195+ 0.92% |
$53.4K - $62.6K
|
21.3K
$7.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
192+ 9.27% |
$52.6K - $61.6K
|
2.26K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
192+ 0.35% |
$52.6K - $61.6K
|
55.6K
$19.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
192+ 17.7% |
$52.6K - $61.6K
|
1.28K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
191+ 4.43% |
$52.3K - $61.3K
|
4.51K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
190+ 1.05% |
$52K - $61K
|
18.3K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
188+ 11.79% |
$51.5K - $60.3K
|
1.78K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
187+ 7.01% |
$51.2K - $60K
|
2.86K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
186+ 3.48% |
$50.9K - $59.7K
|
5.53K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
186+ 0.97% |
$50.9K - $59.7K
|
19.4K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
183+ 1.21% |
$50.1K - $58.7K
|
15.3K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
182+ 21.26% |
$49.8K - $58.4K
|
1.04K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
180+ 4.26% |
$49.3K - $57.8K
|
4.41K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 3.31% |
$49.3K - $57.8K
|
5.61K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
179+ 0.91% |
$49K - $57.4K
|
19.9K
$6.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
179+ 23.58% |
$49K - $57.4K
|
938
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
179+ 0.39% |
$49K - $57.4K
|
46.3K
$16.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
176+ 8.95% |
$48.2K - $56.5K
|
2.14K
$751K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
175+ 1.12% |
$47.9K - $56.2K
|
15.8K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
175+ 1.12% |
$47.9K - $56.2K
|
15.8K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
174+ 1.13% |
$47.7K - $55.8K
|
15.6K
$5.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
174+ 17.23% |
$47.7K - $55.8K
|
1.18K
$415K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
174+ 27.23% |
$47.7K - $55.8K
|
813
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
173+ 0.11% |
$47.4K - $55.5K
|
163K
$57.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
173+ 14.29% |
$47.4K - $55.5K
|
1.38K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
173+ 1.52% |
$47.4K - $55.5K
|
11.5K
$4.04M
|