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 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.45% |
$4.82K - $5.54K
|
4.22K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19+ 1.17% |
$4.82K - $5.54K
|
1.65K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
19+ 1.19% |
$4.82K - $5.54K
|
1.62K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
19+ 0.34% |
$4.82K - $5.54K
|
5.57K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
19+ 1.31% |
$4.82K - $5.54K
|
1.47K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
17+ 1.59% |
$4.31K - $4.96K
|
1.08K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17+ 6.05% |
$4.31K - $4.96K
|
298
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.68% |
$4.31K - $4.96K
|
2.51K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17+ 1.84% |
$4.31K - $4.96K
|
942
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
16+ 0.32% |
$4.06K - $4.66K
|
4.96K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
16+ 1.31% |
$4.06K - $4.66K
|
1.24K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
16+ 0.64% |
$4.06K - $4.66K
|
2.53K
$880K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 0.31% |
$4.06K - $4.66K
|
5.15K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.27% |
$3.81K - $4.37K
|
5.5K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.73% |
$3.81K - $4.37K
|
2.08K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 2.04% |
$3.81K - $4.37K
|
749
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
15+ 0.4% |
$3.81K - $4.37K
|
3.72K
$1.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
15+ 0.76% |
$3.81K - $4.37K
|
1.99K
$694K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14+ 0.81% |
$3.55K - $4.08K
|
1.74K
$607K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
14+ 0.41% |
$3.55K - $4.08K
|
3.43K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
14+ 0.94% |
$3.55K - $4.08K
|
1.5K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
14+ 1.69% |
$3.55K - $4.08K
|
842
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
13+ 0.32% |
$3.3K - $3.79K
|
4.06K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
13+ 0.75% |
$3.3K - $3.79K
|
1.76K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.79% |
$3.3K - $3.79K
|
1.66K
$577K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
12+ 0.5% |
$3.04K - $3.5K
|
2.4K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12+ 0.34% |
$3.04K - $3.5K
|
3.57K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.7% |
$3.04K - $3.5K
|
1.73K
$603K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 11.88% |
$3.04K - $3.5K
|
113
$39.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12+ 7.23% |
$3.04K - $3.5K
|
178
$62K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
11+ 0.32% |
$2.79K - $3.21K
|
3.48K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
11+ 0.15% |
$2.79K - $3.21K
|
7.15K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.27% |
$2.79K - $3.21K
|
4.08K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11+ 0.75% |
$2.79K - $3.21K
|
1.49K
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 0.1% |
$2.79K - $3.21K
|
10.7K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11+ 0.45% |
$2.79K - $3.21K
|
2.43K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 1.15% |
$2.79K - $3.21K
|
969
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11+ 0.42% |
$2.79K - $3.21K
|
2.62K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.73% |
$2.54K - $2.92K
|
1.38K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10+ 25.64% |
$2.54K - $2.92K
|
49
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 1.07% |
$2.54K - $2.92K
|
947
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10+ 0.76% |
$2.54K - $2.92K
|
1.32K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.96% |
$2.54K - $2.92K
|
1.05K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10+ 1.0% |
$2.54K - $2.92K
|
1.01K
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10New |
$2.54K - $2.92K
|
10
$3.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.41% |
$2.54K - $2.92K
|
2.43K
$846K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10+ 0.98% |
$2.54K - $2.92K
|
1.03K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
9+ 1.04% |
$2.28K - $2.62K
|
873
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.75% |
$2.28K - $2.62K
|
1.21K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.6% |
$2.28K - $2.62K
|
1.51K
$527K
|