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
|
25 LLC
St. Louis, MO |
BUY
|
- |
648New |
$177K - $208K
|
648
$207K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
641+ 4.17% |
$176K - $206K
|
16K
$5.11M
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
640New |
$175K - $205K
|
640
$205K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
624+ 3.08% |
$171K - $200K
|
20.9K
$6.67M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
614+ 5.73% |
$168K - $197K
|
11.3K
$3.62M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
601+ 5.22% |
$165K - $193K
|
12.1K
$3.87M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
592+ 20.9% |
$162K - $190K
|
3.42K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
580+ 0.12% |
$159K - $186K
|
466K
$149M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
578+ 3.21% |
$158K - $185K
|
18.6K
$5.94M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
563+ 6.16% |
$154K - $181K
|
9.71K
$3.1M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
560+ 6.39% |
$153K - $180K
|
9.32K
$2.98M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
550+ 3.35% |
$151K - $177K
|
17K
$5.42M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
534+ 4.88% |
$146K - $171K
|
11.5K
$3.67M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
533+ 2.76% |
$146K - $171K
|
19.8K
$6.34M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
511New |
$140K - $164K
|
511
$163K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
505+ 1.27% |
$138K - $162K
|
40.3K
$12.9M
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
486+ 10.34% |
$133K - $156K
|
5.18K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
485+ 47.09% |
$133K - $156K
|
1.52K
$484K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
470+ 11.29% |
$129K - $151K
|
4.63K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
464+ 10.13% |
$127K - $149K
|
5.04K
$1.61M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
464+ 5.17% |
$127K - $149K
|
9.45K
$3.02M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
446+ 12.54% |
$122K - $143K
|
4K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
440+ 0.41% |
$121K - $141K
|
107K
$34.1M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
434+ 1.29% |
$119K - $139K
|
34.1K
$10.9M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
411+ 15.62% |
$113K - $132K
|
3.04K
$972K
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
400+ 17.42% |
$110K - $128K
|
2.7K
$862K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
393+ 3.49% |
$108K - $126K
|
11.6K
$3.72M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
390+ 13.93% |
$107K - $125K
|
3.19K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
386+ 1.07% |
$106K - $124K
|
36.3K
$11.6M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373+ 32.72% |
$102K - $120K
|
1.51K
$484K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
370+ 1.4% |
$101K - $119K
|
26.8K
$8.57M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
368+ 7.41% |
$101K - $118K
|
5.34K
$1.71M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
363+ 2.36% |
$99.4K - $116K
|
15.7K
$5.03M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
362+ 6.23% |
$99.1K - $116K
|
6.17K
$1.97M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
357+ 10.48% |
$97.8K - $115K
|
3.76K
$1.2M
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
336+ 34.43% |
$92K - $108K
|
1.31K
$419K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
331+ 16.31% |
$90.7K - $106K
|
2.36K
$755K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
321+ 3.32% |
$87.9K - $103K
|
9.98K
$3.19M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
320+ 4.9% |
$87.6K - $103K
|
6.84K
$2.19M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
306+ 5.07% |
$83.8K - $98.2K
|
6.34K
$2.03M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
293+ 5.83% |
$80.2K - $94K
|
5.32K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
291+ 4.77% |
$79.7K - $93.4K
|
6.39K
$2.04M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
288+ 2.77% |
$78.9K - $92.4K
|
10.7K
$3.42M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
288+ 16.98% |
$78.9K - $92.4K
|
1.98K
$634K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
286+ 16.39% |
$78.3K - $91.8K
|
2.03K
$649K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
285+ 15.52% |
$78.1K - $91.5K
|
2.12K
$678K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
283+ 13.97% |
$77.5K - $90.8K
|
2.31K
$738K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
280+ 4.71% |
$76.7K - $89.9K
|
6.23K
$1.99M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
278+ 1.93% |
$76.1K - $89.2K
|
14.7K
$4.69M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
277+ 1.08% |
$75.9K - $88.9K
|
26K
$8.3M
|