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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-214- 42.29% |
$55.2K - $62.1K
|
292
$102K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-216- 7.85% |
$55.7K - $62.7K
|
2.54K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-217- 5.97% |
$56K - $63K
|
3.42K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-218- 5.79% |
$56.2K - $63.3K
|
3.54K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-221- 13.15% |
$57K - $64.2K
|
1.46K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-221- 4.52% |
$57K - $64.2K
|
4.67K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-222- 1.76% |
$57.3K - $64.5K
|
12.4K
$4.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-223- 2.1% |
$57.5K - $64.8K
|
10.4K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-225- 7.01% |
$58K - $65.3K
|
2.99K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-227- 1.66% |
$58.6K - $65.9K
|
13.4K
$4.68M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-228- 1.94% |
$58.8K - $66.2K
|
11.6K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-229- 9.16% |
$59.1K - $66.5K
|
2.27K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-230- 0.56% |
$59.3K - $66.8K
|
40.9K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-234- 17.9% |
$60.4K - $67.9K
|
1.07K
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-235- 23.98% |
$60.6K - $68.2K
|
745
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-235- 1.45% |
$60.6K - $68.2K
|
16K
$5.57M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-235- 0.42% |
$60.6K - $68.2K
|
55.7K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-235- 1.9% |
$60.6K - $68.2K
|
12.1K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-235- 16.79% |
$60.6K - $68.2K
|
1.17K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-237- 0.77% |
$61.1K - $68.8K
|
30.6K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-239- 2.09% |
$61.7K - $69.4K
|
11.2K
$3.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-240- 3.92% |
$61.9K - $69.7K
|
5.88K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-242- 8.3% |
$62.4K - $70.3K
|
2.68K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-242- 9.87% |
$62.4K - $70.3K
|
2.21K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-244- 1.0% |
$62.9K - $70.9K
|
24.2K
$8.43M
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-246- 0.51% |
$63.5K - $71.4K
|
48.4K
$16.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-247- 1.67% |
$63.7K - $71.7K
|
14.6K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-249- 10.52% |
$64.2K - $72.3K
|
2.12K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-250- 3.92% |
$64.5K - $72.6K
|
6.13K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-250- 1.25% |
$64.5K - $72.6K
|
19.8K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-252- 3.54% |
$65K - $73.2K
|
6.86K
$2.39M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-253- 6.14% |
$65.3K - $73.5K
|
3.87K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-253- 5.05% |
$65.3K - $73.5K
|
4.75K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-253- 0.89% |
$65.3K - $73.5K
|
28K
$9.77M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-253- 0.17% |
$65.3K - $73.5K
|
150K
$52.1M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-254- 15.59% |
$65.5K - $73.8K
|
1.38K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-255- 0.71% |
$65.8K - $74K
|
35.9K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-255- 1.69% |
$65.8K - $74K
|
14.9K
$5.18M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-259- 20.2% |
$66.8K - $75.2K
|
1.02K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-260- 1.35% |
$67.1K - $75.5K
|
19K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-261- 0.58% |
$67.3K - $75.8K
|
44.8K
$15.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-262- 2.03% |
$67.6K - $76.1K
|
12.7K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-263- 1.45% |
$67.8K - $76.4K
|
17.9K
$6.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-266- 5.97% |
$68.6K - $77.2K
|
4.19K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-266- 3.72% |
$68.6K - $77.2K
|
6.88K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-267- 0.35% |
$68.9K - $77.5K
|
76.4K
$26.6M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-268- 0.61% |
$69.1K - $77.8K
|
43.6K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-268- 0.53% |
$69.1K - $77.8K
|
50.2K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-269- 76.2% |
$69.4K - $78.1K
|
84
$29.3K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-269- 0.92% |
$69.4K - $78.1K
|
28.8K
$10M
|