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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-188- 0.52% |
$47.7K - $54.8K
|
35.9K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-189- 3.6% |
$48K - $55.1K
|
5.06K
$1.76M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-190- 9.06% |
$48.2K - $55.4K
|
1.91K
$664K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-190- 4.29% |
$48.2K - $55.4K
|
4.24K
$1.48M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-191- 4.11% |
$48.5K - $55.7K
|
4.45K
$1.55M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-191- 1.59% |
$48.5K - $55.7K
|
11.8K
$4.12M
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-191- 3.62% |
$48.5K - $55.7K
|
5.08K
$1.77M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-192- 3.86% |
$48.7K - $56K
|
4.78K
$1.67M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-193- 0.23% |
$49K - $56.3K
|
82.3K
$28.7M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-194- 6.11% |
$49.2K - $56.6K
|
2.98K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-195- 4.96% |
$49.5K - $56.9K
|
3.74K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-195- 1.05% |
$49.5K - $56.9K
|
18.4K
$6.4M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-196- 10.1% |
$49.7K - $57.1K
|
1.75K
$608K
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-200- 1.58% |
$50.7K - $58.3K
|
12.5K
$4.34M
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-200- 6.44% |
$50.7K - $58.3K
|
2.91K
$1.01M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 9.56% |
$50.7K - $58.3K
|
1.89K
$660K
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-200- 17.67% |
$50.7K - $58.3K
|
932
$325K
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 2.98% |
$50.7K - $58.3K
|
6.5K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-200- 1.91% |
$50.7K - $58.3K
|
10.3K
$3.58M
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-201- 2.61% |
$51K - $58.6K
|
7.49K
$2.61M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-202- 2.88% |
$51.3K - $58.9K
|
6.82K
$2.38M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-202- 4.63% |
$51.3K - $58.9K
|
4.16K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-203- 5.06% |
$51.5K - $59.2K
|
3.81K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-203- 0.73% |
$51.5K - $59.2K
|
27.8K
$9.68M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-205- 3.54% |
$52K - $59.8K
|
5.59K
$1.95M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-207- 3.4% |
$52.5K - $60.4K
|
5.89K
$2.05M
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-207- 0.85% |
$52.5K - $60.4K
|
24.1K
$8.38M
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-207- 1.7% |
$52.5K - $60.4K
|
11.9K
$4.16M
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-209- 3.85% |
$53K - $60.9K
|
5.23K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-211- 8.54% |
$53.5K - $61.5K
|
2.26K
$787K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-213- 1.11% |
$54K - $62.1K
|
19K
$6.63M
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-215- 0.28% |
$54.6K - $62.7K
|
75.3K
$26.2M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-215- 21.96% |
$54.6K - $62.7K
|
764
$266K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-215- 15.19% |
$54.6K - $62.7K
|
1.2K
$418K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-220- 5.25% |
$55.8K - $64.1K
|
3.97K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-222- 4.99% |
$56.3K - $64.7K
|
4.23K
$1.47M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-223- 0.67% |
$56.6K - $65K
|
32.9K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-224- 0.89% |
$56.8K - $65.3K
|
25.1K
$8.74M
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-225- 17.81% |
$57.1K - $65.6K
|
1.04K
$362K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-225- 2.86% |
$57.1K - $65.6K
|
7.65K
$2.67M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-226- 7.26% |
$57.3K - $65.9K
|
2.89K
$1.01M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-227- 5.31% |
$57.6K - $66.2K
|
4.05K
$1.41M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-227- 4.92% |
$57.6K - $66.2K
|
4.39K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-227- 5.92% |
$57.6K - $66.2K
|
3.61K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-228- 1.09% |
$57.9K - $66.5K
|
20.6K
$7.18M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-228- 14.64% |
$57.9K - $66.5K
|
1.33K
$463K
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-229- 1.52% |
$58.1K - $66.8K
|
14.8K
$5.16M
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-230- 5.91% |
$58.4K - $67.1K
|
3.66K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-232- 1.79% |
$58.9K - $67.6K
|
12.7K
$4.43M
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-232- 4.0% |
$58.9K - $67.6K
|
5.57K
$1.94M
|