Purchases and Sales Made in Q3 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.02K+ 21.81% |
$258K - $297K
|
5.68K
$1.98M
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.02KNew |
$258K - $296K
|
1.02K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.01K+ 18.73% |
$256K - $294K
|
6.39K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1K+ 26.96% |
$255K - $293K
|
4.73K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1K+ 2.89% |
$254K - $292K
|
35.7K
$12.5M
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
1KNew |
$254K - $292K
|
1K
$349K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
997+ 2.97% |
$253K - $291K
|
34.5K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
996+ 17.55% |
$253K - $290K
|
6.67K
$2.32M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
995+ 1.83% |
$252K - $290K
|
55.4K
$19.3M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
991+ 0.71% |
$251K - $289K
|
141K
$49.1M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
990+ 3.08% |
$251K - $289K
|
33.1K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
986+ 15.16% |
$250K - $287K
|
7.49K
$2.61M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
973New |
$247K - $284K
|
973
$339K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
970New |
$246K - $283K
|
970
$338K
|
|
Nov 14, 2024
Q3 2024
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
969+ 0.59% |
$246K - $283K
|
166K
$57.8M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
967+ 22.66% |
$245K - $282K
|
5.24K
$1.82M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
961+ 81.65% |
$244K - $280K
|
2.14K
$745K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
957+ 13.76% |
$243K - $279K
|
7.91K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
955+ 54.57% |
$242K - $278K
|
2.71K
$943K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
952+ 2.48% |
$242K - $278K
|
39.3K
$13.7M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
952+ 2.04% |
$242K - $278K
|
47.5K
$16.6M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
950New |
$241K - $277K
|
950
$331K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
943+ 11.55% |
$239K - $275K
|
9.11K
$3.17M
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
943+ 10.95% |
$239K - $275K
|
9.56K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
943New |
$239K - $275K
|
943
$329K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
941+ 0.35% |
$239K - $274K
|
271K
$94.4M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
941New |
$239K - $274K
|
941
$328K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
940+ 50.43% |
$239K - $274K
|
2.8K
$977K
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
940New |
$239K - $274K
|
940
$328K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
936New |
$238K - $273K
|
936
$326K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
931New |
$236K - $271K
|
931
$324K
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
929New |
$236K - $271K
|
929
$324K
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
928+ 3.22% |
$235K - $271K
|
29.7K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
927+ 0.83% |
$235K - $270K
|
112K
$39M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
922New |
$234K - $269K
|
922
$321K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
922+ 4.42% |
$234K - $269K
|
21.8K
$7.58M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
920+ 3.88% |
$233K - $268K
|
24.6K
$8.59M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
913+ 1.49% |
$232K - $266K
|
62.4K
$21.7M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
904+ 0.67% |
$229K - $264K
|
135K
$47M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
904+ 34.54% |
$229K - $264K
|
3.52K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
903+ 8.07% |
$229K - $263K
|
12.1K
$4.21M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
899New |
$228K - $262K
|
899
$313K
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
894New |
$227K - $261K
|
894
$312K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
891+ 7.92% |
$226K - $260K
|
12.1K
$4.23M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
890+ 5.66% |
$226K - $259K
|
16.6K
$5.79M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
888+ 3.64% |
$225K - $259K
|
25.3K
$8.81M
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
887+ 16.83% |
$225K - $259K
|
6.16K
$2.15M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
883+ 3.71% |
$224K - $257K
|
24.7K
$8.6M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
876+ 1.35% |
$222K - $255K
|
65.8K
$22.9M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
876+ 3.14% |
$222K - $255K
|
28.8K
$10M
|