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
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
116+ 1.37% |
$31.8K - $37.2K
|
8.61K
$2.75M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
114+ 0.4% |
$31.2K - $36.6K
|
28.7K
$9.18M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
113+ 1.35% |
$30.9K - $36.3K
|
8.46K
$2.7M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 1.05% |
$30.4K - $35.6K
|
10.7K
$3.42M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
103+ 2.02% |
$28.2K - $33.1K
|
5.21K
$1.67M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
101New |
$27.7K - $32.4K
|
101
$32.3K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 23.7% |
$27.4K - $32.1K
|
522
$167K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100+ 7.31% |
$27.4K - $32.1K
|
1.47K
$469K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
100+ 0.77% |
$27.4K - $32.1K
|
13.1K
$4.19M
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
91+ 0.17% |
$24.9K - $29.2K
|
55K
$17.6M
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
90+ 2.62% |
$24.6K - $28.9K
|
3.52K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
89+ 1.69% |
$24.4K - $28.6K
|
5.34K
$1.71M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
88+ 2.26% |
$24.1K - $28.2K
|
3.99K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
87+ 1.82% |
$23.8K - $27.9K
|
4.86K
$1.55M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.95% |
$23K - $27K
|
2.21K
$706K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
84+ 4.8% |
$23K - $27K
|
1.83K
$586K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.18% |
$22.2K - $26K
|
3.79K
$1.21M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$25.9K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
81+ 5.4% |
$22.2K - $26K
|
1.58K
$505K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
80+ 2.77% |
$21.9K - $25.7K
|
2.97K
$948K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
80+ 8.39% |
$21.9K - $25.7K
|
1.03K
$330K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.11% |
$21.6K - $25.4K
|
2K
$640K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$587K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
75+ 0.83% |
$20.5K - $24.1K
|
9.1K
$2.91M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 1.63% |
$18.9K - $22.1K
|
4.29K
$1.37M
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 2.05% |
$17.8K - $20.9K
|
3.24K
$1.04M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
63+ 1.64% |
$17.3K - $20.2K
|
3.91K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
62+ 1.75% |
$17K - $19.9K
|
3.61K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
62+ 3.97% |
$17K - $19.9K
|
1.62K
$518K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
61+ 0.23% |
$16.7K - $19.6K
|
27.1K
$8.67M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.68% |
$16.4K - $19.3K
|
1.69K
$540K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.49% |
$15.6K - $18.3K
|
11.6K
$3.71M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
52+ 2.88% |
$14.2K - $16.7K
|
1.86K
$594K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
50+ 2.71% |
$13.7K - $16K
|
1.9K
$606K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
50+ 27.93% |
$13.7K - $16K
|
229
$73.2K
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
49+ 1.88% |
$13.4K - $15.7K
|
2.66K
$849K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
47+ 1.21% |
$12.9K - $15.1K
|
3.93K
$1.26M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
47+ 0.56% |
$12.9K - $15.1K
|
8.39K
$2.68M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
46+ 0.24% |
$12.6K - $14.8K
|
19.3K
$6.16M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
46+ 0.26% |
$12.6K - $14.8K
|
17.5K
$5.58M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
43+ 4.2% |
$11.8K - $13.8K
|
1.07K
$341K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
42+ 0.8% |
$11.5K - $13.5K
|
5.29K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
42+ 2.53% |
$11.5K - $13.5K
|
1.7K
$543K
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
41+ 0.52% |
$11.2K - $13.2K
|
7.98K
$2.55M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
41+ 0.32% |
$11.2K - $13.2K
|
13.1K
$4.17M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
40+ 1.42% |
$11K - $12.8K
|
2.86K
$915K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.29% |
$11K - $12.8K
|
13.9K
$4.45M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
37+ 0.39% |
$10.1K - $11.9K
|
9.62K
$3.08M
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.08% |
$9.59K - $11.2K
|
611
$195K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33+ 2.24% |
$9.04K - $10.6K
|
1.5K
$480K
|