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 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
37+ 4.67% |
$10.1K - $11.9K
|
830
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
36+ 4.93% |
$9.86K - $11.6K
|
766
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
36+ 3.01% |
$9.86K - $11.6K
|
1.23K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
36+ 0.01% |
$9.86K - $11.6K
|
249K
$87.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
36+ 0.48% |
$9.86K - $11.6K
|
7.46K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
36+ 0.2% |
$9.86K - $11.6K
|
17.9K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
36New |
$9.86K - $11.6K
|
36
$12.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.08% |
$9.59K - $11.2K
|
611
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.74% |
$9.59K - $11.2K
|
4.79K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
35+ 0.8% |
$9.59K - $11.2K
|
4.42K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
34+ 0.61% |
$9.31K - $10.9K
|
5.64K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
34+ 2.69% |
$9.31K - $10.9K
|
1.3K
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
34New |
$9.31K - $10.9K
|
34
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
33+ 2.92% |
$9.04K - $10.6K
|
1.16K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33+ 2.24% |
$9.04K - $10.6K
|
1.5K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
33+ 1.56% |
$9.04K - $10.6K
|
2.14K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
33+ 0.26% |
$9.04K - $10.6K
|
12.9K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
33+ 1.3% |
$9.04K - $10.6K
|
2.58K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33+ 3.1% |
$9.04K - $10.6K
|
1.1K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
32+ 3.43% |
$8.76K - $10.3K
|
964
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32+ 48.48% |
$8.76K - $10.3K
|
98
$34.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 0.79% |
$8.76K - $10.3K
|
4.07K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
32+ 1.92% |
$8.76K - $10.3K
|
1.7K
$595K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32+ 1.09% |
$8.76K - $10.3K
|
2.98K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
31+ 2.2% |
$8.49K - $9.95K
|
1.44K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
31+ 3.1% |
$8.49K - $9.95K
|
1.03K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
31New |
$8.49K - $9.95K
|
31
$10.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.01% |
$8.22K - $9.63K
|
236K
$82.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 3.3% |
$8.22K - $9.63K
|
939
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
30+ 1.03% |
$8.22K - $9.63K
|
2.94K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.42% |
$8.22K - $9.63K
|
7.25K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
30+ 0.41% |
$8.22K - $9.63K
|
7.28K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
30+ 3.56% |
$8.22K - $9.63K
|
872
$306K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30+ 0.76% |
$8.22K - $9.63K
|
4K
$1.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
30+ 0.3% |
$8.22K - $9.63K
|
10.1K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
29+ 0.06% |
$7.94K - $9.31K
|
48.2K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
29+ 0.45% |
$7.94K - $9.31K
|
6.42K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
29+ 1.28% |
$7.94K - $9.31K
|
2.29K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
29+ 0.46% |
$7.94K - $9.31K
|
6.34K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.85% |
$7.67K - $8.99K
|
3.31K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28+ 0.83% |
$7.67K - $8.99K
|
3.4K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.1% |
$7.67K - $8.99K
|
28.8K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
28+ 0.8% |
$7.67K - $8.99K
|
3.53K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
28+ 3.47% |
$7.67K - $8.99K
|
835
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
28+ 11.2% |
$7.67K - $8.99K
|
278
$97.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
27+ 0.75% |
$7.39K - $8.66K
|
3.65K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27+ 0.82% |
$7.39K - $8.66K
|
3.31K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.17% |
$7.39K - $8.66K
|
15.5K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
27+ 0.63% |
$7.39K - $8.66K
|
4.29K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 0.54% |
$7.39K - $8.66K
|
5K
$1.75M
|