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
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
33+ 2.92% |
$9.04K - $10.6K
|
1.16K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
32+ 3.43% |
$8.76K - $10.3K
|
964
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27+ 0.82% |
$7.39K - $8.66K
|
3.31K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
27+ 0.75% |
$7.39K - $8.66K
|
3.65K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.29% |
$6.85K - $8.02K
|
8.57K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 1.96% |
$6.3K - $7.38K
|
1.2K
$383K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
23+ 0.62% |
$6.3K - $7.38K
|
3.72K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
22+ 2.7% |
$6.03K - $7.06K
|
838
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 0.88% |
$5.75K - $6.74K
|
2.41K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
19+ 0.6% |
$5.2K - $6.1K
|
3.19K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 2.01% |
$4.93K - $5.78K
|
915
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
15+ 1.53% |
$4.11K - $4.81K
|
998
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 1.55% |
$3.83K - $4.49K
|
919
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
13+ 0.42% |
$3.56K - $4.17K
|
3.07K
$982K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
13+ 2.14% |
$3.56K - $4.17K
|
620
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.6% |
$3.29K - $3.85K
|
764
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.66% |
$2.74K - $3.21K
|
1.53K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8New |
$2.19K - $2.57K
|
8
$2.56K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.84% |
$2.19K - $2.57K
|
956
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7+ 0.19% |
$1.92K - $2.25K
|
3.65K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.15% |
$1.64K - $1.93K
|
3.88K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.09% |
$1.64K - $1.93K
|
6.79K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.67% |
$1.37K - $1.6K
|
755
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.56% |
$1.37K - $1.6K
|
905
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.01K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.1K
$991K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.14K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.26% |
$822 - $963
|
1.15K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
2+ 0.04% |
$548 - $642
|
4.61K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$548 - $642
|
1.48K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$274 - $321
|
4.75K
$1.52M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$274 - $321
|
1.27K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$274 - $321
|
351
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 2.04% |
$274 - $321
|
50
$16K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$274 - $321
|
2.15K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$274 - $321
|
799
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.09% |
$274 - $321
|
1.14K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$274 - $321
|
4.27K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$274 - $321
|
3.03K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$274 - $321
|
813
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.04% |
$274 - $321
|
2.45K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$274 - $321
|
2.33K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.05% |
$274 - $321
|
2.13K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$274 - $321
|
1.42K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1- 0.41% |
$274 - $321
|
243
$77.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2- 0.26% |
$548 - $642
|
773
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2- 0.23% |
$548 - $642
|
850
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2- 0.1% |
$548 - $642
|
2.1K
$670K
|