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 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3- 0.08% |
$822 - $963
|
3.66K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.37% |
$822 - $963
|
799
$255K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4- 0.18% |
$1.1K - $1.28K
|
2.26K
$722K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4- 0.22% |
$1.1K - $1.28K
|
1.78K
$570K
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-4- 0.01% |
$1.1K - $1.28K
|
39.9K
$12.8M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.5% |
$1.1K - $1.28K
|
795
$254K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.42% |
$1.1K - $1.28K
|
946
$302K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6- 0.1% |
$1.64K - $1.93K
|
5.94K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.64K - $1.93K
|
8.26K
$2.64M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7- 0.13% |
$1.92K - $2.25K
|
5.35K
$1.71M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-7- 0.68% |
$1.92K - $2.25K
|
1.03K
$329K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-10- 1.31% |
$2.74K - $3.21K
|
756
$242K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-12- 1.62% |
$3.29K - $3.85K
|
727
$232K
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-14- 0.99% |
$3.83K - $4.49K
|
1.4K
$448K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-14- 0.53% |
$3.83K - $4.49K
|
2.61K
$835K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-15- 1.04% |
$4.11K - $4.81K
|
1.43K
$456K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 8.12% |
$4.38K - $5.13K
|
181
$57.9K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-16- 1.0% |
$4.38K - $5.13K
|
1.59K
$508K
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16- 0.04% |
$4.38K - $5.13K
|
37.9K
$12.1M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 0.67% |
$4.66K - $5.46K
|
2.51K
$801K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 0.25% |
$4.66K - $5.46K
|
6.76K
$2.16M
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 0.38% |
$5.48K - $6.42K
|
5.23K
$1.67M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-21- 2.16% |
$5.75K - $6.74K
|
952
$304K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$5.75K - $6.74K
|
7.81K
$2.5M
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-21- 2.05% |
$5.75K - $6.74K
|
1K
$321K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-21- 1.96% |
$5.75K - $6.74K
|
1.05K
$336K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-21- 0.32% |
$5.75K - $6.74K
|
6.54K
$2.09M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-22- 28.95% |
$6.03K - $7.06K
|
54
$17.3K
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-22- 2.76% |
$6.03K - $7.06K
|
775
$248K
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-25- 3.35% |
$6.85K - $8.02K
|
721
$230K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-26- 2.61% |
$7.12K - $8.34K
|
969
$310K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-26- 0.3% |
$7.12K - $8.34K
|
8.65K
$2.77M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-26- 1.73% |
$7.12K - $8.34K
|
1.47K
$471K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-28- 1.1% |
$7.67K - $8.99K
|
2.52K
$805K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 3.36% |
$7.94K - $9.31K
|
835
$267K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-30- 0.61% |
$8.22K - $9.63K
|
4.9K
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 1.09% |
$8.22K - $9.63K
|
2.72K
$868K
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-31- 0.5% |
$8.49K - $9.95K
|
6.18K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-31- 0.12% |
$8.49K - $9.95K
|
26K
$8.31M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-32- 2.18% |
$8.76K - $10.3K
|
1.43K
$458K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-33- 1.84% |
$9.04K - $10.6K
|
1.76K
$561K
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-34- 0.21% |
$9.31K - $10.9K
|
16.4K
$5.25M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-34- 1.66% |
$9.31K - $10.9K
|
2.02K
$645K
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-37- 2.15% |
$10.1K - $11.9K
|
1.68K
$538K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-37- 2.78% |
$10.1K - $11.9K
|
1.29K
$413K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-39- 0.45% |
$10.7K - $12.5K
|
8.7K
$2.78M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-39- 1.62% |
$10.7K - $12.5K
|
2.36K
$755K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-42- 1.19% |
$11.5K - $13.5K
|
3.49K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-42- 0.99% |
$11.5K - $13.5K
|
4.21K
$1.35M
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-44- 0.69% |
$12.1K - $14.1K
|
6.33K
$2.02M
|