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 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100+ 7.31% |
$27.4K - $32.1K
|
1.47K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 23.7% |
$27.4K - $32.1K
|
522
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
100+ 0.77% |
$27.4K - $32.1K
|
13.1K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 6.38% |
$27.4K - $32.1K
|
1.67K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.76% |
$27.4K - $32.1K
|
13.3K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
99+ 1.83% |
$27.1K - $31.8K
|
5.51K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
99+ 7.28% |
$27.1K - $31.8K
|
1.46K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
99+ 11.76% |
$27.1K - $31.8K
|
941
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
97+ 2.55% |
$26.6K - $31.1K
|
3.91K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
96+ 14.22% |
$26.3K - $30.8K
|
771
$270K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
96+ 2.41% |
$26.3K - $30.8K
|
4.08K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
95+ 2.55% |
$26K - $30.5K
|
3.82K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
95+ 12.15% |
$26K - $30.5K
|
877
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 2.78% |
$26K - $30.5K
|
3.52K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
95+ 8.95% |
$26K - $30.5K
|
1.16K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
95+ 0.47% |
$26K - $30.5K
|
20.2K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
95+ 1.31% |
$26K - $30.5K
|
7.32K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
93+ 10.04% |
$25.5K - $29.8K
|
1.02K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 1.4% |
$25.2K - $29.5K
|
6.66K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
91+ 0.17% |
$24.9K - $29.2K
|
55K
$19.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
91+ 0.17% |
$24.9K - $29.2K
|
52.7K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
90+ 2.62% |
$24.6K - $28.9K
|
3.52K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
90+ 5.85% |
$24.6K - $28.9K
|
1.63K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 0.71% |
$24.6K - $28.9K
|
12.7K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
90+ 10.18% |
$24.6K - $28.9K
|
974
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
89+ 1.69% |
$24.4K - $28.6K
|
5.34K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
89+ 25.43% |
$24.4K - $28.6K
|
439
$154K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
89+ 6.73% |
$24.4K - $28.6K
|
1.41K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
88+ 2.26% |
$24.1K - $28.2K
|
3.99K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
88+ 6.46% |
$24.1K - $28.2K
|
1.45K
$509K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
88+ 0.2% |
$24.1K - $28.2K
|
43.5K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
87+ 1.82% |
$23.8K - $27.9K
|
4.86K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
87+ 0.6% |
$23.8K - $27.9K
|
14.6K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
87+ 1.49% |
$23.8K - $27.9K
|
5.94K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
87+ 0.73% |
$23.8K - $27.9K
|
12.1K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
87+ 0.33% |
$23.8K - $27.9K
|
26.3K
$9.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 0.83% |
$23.6K - $27.6K
|
10.5K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 0.24% |
$23.6K - $27.6K
|
36.2K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
85+ 0.29% |
$23.3K - $27.3K
|
29.4K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
85+ 0.4% |
$23.3K - $27.3K
|
21.1K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
84+ 4.8% |
$23K - $27K
|
1.83K
$643K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.95% |
$23K - $27K
|
2.21K
$774K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
83+ 377.27% |
$22.7K - $26.6K
|
105
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.16% |
$22.7K - $26.6K
|
7.24K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
83+ 5.35% |
$22.7K - $26.6K
|
1.64K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
82+ 0.07% |
$22.5K - $26.3K
|
118K
$41.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.18% |
$22.2K - $26K
|
3.79K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
81+ 5.4% |
$22.2K - $26K
|
1.58K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 0.54% |
$22.2K - $26K
|
15.2K
$5.32M
|