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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
275+ 2.69% |
$75.3K - $88.3K
|
10.5K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
273+ 6.47% |
$74.8K - $87.6K
|
4.49K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 9.8% |
$64.6K - $75.7K
|
2.64K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
229+ 12.49% |
$62.7K - $73.5K
|
2.06K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
227+ 0.61% |
$62.2K - $72.8K
|
37.3K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
226+ 8.2% |
$61.9K - $72.5K
|
2.98K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
221+ 20.04% |
$60.5K - $70.9K
|
1.32K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
218+ 0.6% |
$59.7K - $70K
|
36.8K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
216+ 1.96% |
$59.2K - $69.3K
|
11.2K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
215+ 14.87% |
$58.9K - $69K
|
1.66K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
210+ 0.03% |
$57.5K - $67.4K
|
745K
$238M
|
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
210+ 0.38% |
$57.5K - $67.4K
|
55.7K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
209+ 0.32% |
$57.2K - $67.1K
|
65.5K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
209+ 1.41% |
$57.2K - $67.1K
|
15.1K
$4.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
208+ 2.95% |
$57K - $66.7K
|
7.26K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
205+ 0.94% |
$56.1K - $65.8K
|
22K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
204+ 4.01% |
$55.9K - $65.5K
|
5.29K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
202+ 0.11% |
$55.3K - $64.8K
|
186K
$59.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
200New |
$54.8K - $64.2K
|
200
$63.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
195+ 6.77% |
$53.4K - $62.6K
|
3.08K
$983K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
192+ 9.27% |
$52.6K - $61.6K
|
2.26K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
179+ 0.91% |
$49K - $57.4K
|
19.9K
$6.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
176+ 8.95% |
$48.2K - $56.5K
|
2.14K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
174+ 1.13% |
$47.7K - $55.8K
|
15.6K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
172+ 14.45% |
$47.1K - $55.2K
|
1.36K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
169+ 4.22% |
$46.3K - $54.2K
|
4.17K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
168+ 1.58% |
$46K - $53.9K
|
10.8K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
166+ 21.2% |
$45.5K - $53.3K
|
949
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
165+ 10.5% |
$45.2K - $53K
|
1.74K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
156+ 1.7% |
$42.7K - $50.1K
|
9.35K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
155+ 2.23% |
$42.4K - $49.7K
|
7.12K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
153+ 1.4% |
$41.9K - $49.1K
|
11.1K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
150+ 1.31% |
$41.1K - $48.1K
|
11.6K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
148+ 3.09% |
$40.5K - $47.5K
|
4.94K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
146+ 1.55% |
$40K - $46.9K
|
9.54K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
146+ 2.83% |
$40K - $46.9K
|
5.31K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
146+ 15.55% |
$40K - $46.9K
|
1.09K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
139+ 6.71% |
$38.1K - $44.6K
|
2.21K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
138New |
$37.8K - $44.3K
|
138
$44.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
137+ 0.74% |
$37.5K - $44K
|
18.8K
$6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
131+ 6.06% |
$35.9K - $42K
|
2.29K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
130+ 0.4% |
$35.6K - $41.7K
|
32.4K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 13.71% |
$35.6K - $41.7K
|
1.08K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
130+ 10.61% |
$35.6K - $41.7K
|
1.36K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
128+ 3.03% |
$35.1K - $41.1K
|
4.35K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
127+ 0.38% |
$34.8K - $40.8K
|
33.2K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
123+ 0.97% |
$33.7K - $39.5K
|
12.8K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
122+ 5.73% |
$33.4K - $39.2K
|
2.25K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
122+ 0.68% |
$33.4K - $39.2K
|
18.1K
$5.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
121+ 2.52% |
$33.1K - $38.8K
|
4.93K
$1.57M
|