Purchases and Sales Made in Q2 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
68+ 0.44% |
$17.8K - $19.1K
|
15.4K
$5.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
67+ 8.84% |
$17.6K - $18.9K
|
825
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
67+ 1.81% |
$17.6K - $18.9K
|
3.77K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
67+ 0.61% |
$17.6K - $18.9K
|
11.1K
$3.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
67+ 2.85% |
$17.6K - $18.9K
|
2.42K
$843K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
67+ 5.74% |
$17.6K - $18.9K
|
1.24K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66+ 1.36% |
$17.3K - $18.6K
|
4.93K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
66+ 0.64% |
$17.3K - $18.6K
|
10.4K
$3.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
66+ 0.93% |
$17.3K - $18.6K
|
7.2K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
66+ 1.75% |
$17.3K - $18.6K
|
3.84K
$1.34M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
66+ 2.9% |
$17.3K - $18.6K
|
2.34K
$817K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 1.21% |
$17.1K - $18.3K
|
5.42K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
65+ 0.12% |
$17.1K - $18.3K
|
56.2K
$19.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65+ 8.35% |
$17.1K - $18.3K
|
843
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
64+ 1.76% |
$16.8K - $18K
|
3.71K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
64+ 5.81% |
$16.8K - $18K
|
1.17K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
64+ 8.77% |
$16.8K - $18K
|
794
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
64+ 6.12% |
$16.8K - $18K
|
1.11K
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
63+ 0.43% |
$16.5K - $17.7K
|
14.9K
$5.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
62+ 3.72% |
$16.3K - $17.5K
|
1.73K
$603K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
62+ 5.23% |
$16.3K - $17.5K
|
1.25K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
62+ 8.47% |
$16.3K - $17.5K
|
794
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
62+ 1.58% |
$16.3K - $17.5K
|
3.99K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
60+ 1.71% |
$15.7K - $16.9K
|
3.56K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
60+ 0.98% |
$15.7K - $16.9K
|
6.18K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
60+ 0.99% |
$15.7K - $16.9K
|
6.1K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
59+ 0.36% |
$15.5K - $16.6K
|
16.4K
$5.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 3.0% |
$15.5K - $16.6K
|
2.02K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
59+ 1.04% |
$15.5K - $16.6K
|
5.75K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
57+ 0.31% |
$15K - $16K
|
18.4K
$6.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
57+ 0.04% |
$15K - $16K
|
135K
$47.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
57+ 1.49% |
$15K - $16K
|
3.87K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
57+ 0.4% |
$15K - $16K
|
14.1K
$4.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
56+ 2.99% |
$14.7K - $15.8K
|
1.93K
$672K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
56+ 0.21% |
$14.7K - $15.8K
|
26.8K
$9.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
56+ 0.75% |
$14.7K - $15.8K
|
7.54K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
56+ 0.79% |
$14.7K - $15.8K
|
7.15K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
56+ 1.78% |
$14.7K - $15.8K
|
3.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
56+ 1.9% |
$14.7K - $15.8K
|
3.01K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
55+ 1.13% |
$14.4K - $15.5K
|
4.94K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
55+ 1.55% |
$14.4K - $15.5K
|
3.6K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
55+ 3.49% |
$14.4K - $15.5K
|
1.63K
$568K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
53+ 0.97% |
$13.9K - $14.9K
|
5.51K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
53+ 2.11% |
$13.9K - $14.9K
|
2.57K
$896K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.48% |
$13.9K - $14.9K
|
3.63K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
53+ 1.32% |
$13.9K - $14.9K
|
4.07K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
53+ 3.6% |
$13.9K - $14.9K
|
1.52K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
52+ 1.95% |
$13.6K - $14.6K
|
2.73K
$950K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
52+ 0.57% |
$13.6K - $14.6K
|
9.13K
$3.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 1.02% |
$13.6K - $14.6K
|
5.17K
$1.8M
|