Purchases and Sales Made in Q1 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-51- 1.32% |
$13.2K - $14.8K
|
3.82K
$1.33M
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-52- 1.01% |
$13.4K - $15.1K
|
5.11K
$1.78M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-52- 2.83% |
$13.4K - $15.1K
|
1.78K
$621K
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-52- 5.09% |
$13.4K - $15.1K
|
970
$338K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-53- 6.15% |
$13.7K - $15.4K
|
809
$282K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-53- 0.4% |
$13.7K - $15.4K
|
13.3K
$4.63M
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-53- 0.5% |
$13.7K - $15.4K
|
10.6K
$3.69M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-53- 0.31% |
$13.7K - $15.4K
|
16.8K
$5.87M
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.52% |
$13.9K - $15.7K
|
10.4K
$3.61M
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-54- 5.19% |
$13.9K - $15.7K
|
986
$344K
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-54- 6.89% |
$13.9K - $15.7K
|
730
$254K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-55- 0.99% |
$14.2K - $16K
|
5.47K
$1.91M
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-55- 5.01% |
$14.2K - $16K
|
1.04K
$364K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 1.58% |
$14.2K - $16K
|
3.42K
$1.19M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-55- 1.52% |
$14.2K - $16K
|
3.57K
$1.24M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-56- 2.56% |
$14.4K - $16.3K
|
2.13K
$743K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-56- 0.98% |
$14.4K - $16.3K
|
5.67K
$1.97M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-56- 3.53% |
$14.4K - $16.3K
|
1.53K
$533K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-56- 0.84% |
$14.4K - $16.3K
|
6.59K
$2.3M
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-56- 3.45% |
$14.4K - $16.3K
|
1.57K
$546K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-57- 1.4% |
$14.7K - $16.6K
|
4.02K
$1.4M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-57- 0.23% |
$14.7K - $16.6K
|
24.4K
$8.52M
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-58- 0.34% |
$15K - $16.8K
|
17.2K
$5.99M
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-58- 1.85% |
$15K - $16.8K
|
3.08K
$1.07M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-58- 2.37% |
$15K - $16.8K
|
2.39K
$834K
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-59- 2.61% |
$15.2K - $17.1K
|
2.2K
$767K
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-59- 1.66% |
$15.2K - $17.1K
|
3.49K
$1.21M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-59- 17.05% |
$15.2K - $17.1K
|
287
$100K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-59- 3.45% |
$15.2K - $17.1K
|
1.65K
$576K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 1.11% |
$15.5K - $17.4K
|
5.32K
$1.86M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-60- 0.66% |
$15.5K - $17.4K
|
9.06K
$3.16M
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-61- 3.06% |
$15.7K - $17.7K
|
1.93K
$673K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-61- 11.11% |
$15.7K - $17.7K
|
488
$170K
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-61- 0.59% |
$15.7K - $17.7K
|
10.3K
$3.61M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-62- 0.5% |
$16K - $18K
|
12.4K
$4.32M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-63- 0.84% |
$16.3K - $18.3K
|
7.44K
$2.59M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-63- 3.42% |
$16.3K - $18.3K
|
1.78K
$620K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-63- 2.79% |
$16.3K - $18.3K
|
2.19K
$765K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-64- 0.55% |
$16.5K - $18.6K
|
11.6K
$4.06M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-64- 0.94% |
$16.5K - $18.6K
|
6.77K
$2.36M
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-65- 3.53% |
$16.8K - $18.9K
|
1.77K
$618K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-65- 5.15% |
$16.8K - $18.9K
|
1.2K
$418K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-66- 1.23% |
$17K - $19.2K
|
5.29K
$1.84M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-67- 1.42% |
$17.3K - $19.5K
|
4.65K
$1.62M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-67- 0.38% |
$17.3K - $19.5K
|
17.5K
$6.1M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-67- 0.53% |
$17.3K - $19.5K
|
12.5K
$4.34M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-67- 3.18% |
$17.3K - $19.5K
|
2.04K
$710K
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-67- 0.54% |
$17.3K - $19.5K
|
12.3K
$4.29M
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-68- 1.29% |
$17.5K - $19.7K
|
5.2K
$1.81M
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-68- 8.5% |
$17.5K - $19.7K
|
732
$255K
|