Purchases and Sales Made in Q4 2024 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
308+ 0.99% |
$84.4K - $98.8K
|
31.4K
$11M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
306+ 5.07% |
$83.8K - $98.2K
|
6.34K
$2.21M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
306+ 3.37% |
$83.8K - $98.2K
|
9.39K
$3.27M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
305+ 5.58% |
$83.5K - $97.9K
|
5.77K
$2.01M
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
305+ 1.61% |
$83.5K - $97.9K
|
19.2K
$6.71M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
304+ 8.16% |
$83.3K - $97.6K
|
4.03K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 0.76% |
$83K - $97.2K
|
40.3K
$14M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
302+ 3.2% |
$82.7K - $96.9K
|
9.73K
$3.39M
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
300New |
$82.2K - $96.3K
|
300
$105K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
298New |
$81.6K - $95.6K
|
298
$104K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
297+ 2.29% |
$81.3K - $95.3K
|
13.3K
$4.62M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
295+ 3.81% |
$80.8K - $94.7K
|
8.04K
$2.8M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
295+ 3.07% |
$80.8K - $94.7K
|
9.91K
$3.45M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
293+ 5.83% |
$80.2K - $94K
|
5.32K
$1.86M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
292+ 10.41% |
$80K - $93.7K
|
3.1K
$1.08M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
291+ 4.77% |
$79.7K - $93.4K
|
6.39K
$2.23M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
291+ 2.87% |
$79.7K - $93.4K
|
10.4K
$3.64M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
291+ 6.04% |
$79.7K - $93.4K
|
5.11K
$1.78M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
288New |
$78.9K - $92.4K
|
288
$100K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
288+ 16.98% |
$78.9K - $92.4K
|
1.98K
$691K
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
288+ 2.77% |
$78.9K - $92.4K
|
10.7K
$3.73M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
288+ 27.38% |
$78.9K - $92.4K
|
1.34K
$467K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
287+ 2.18% |
$78.6K - $92.1K
|
13.5K
$4.7M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
286+ 16.39% |
$78.3K - $91.8K
|
2.03K
$708K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
286+ 17.82% |
$78.3K - $91.8K
|
1.89K
$659K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
285+ 15.52% |
$78.1K - $91.5K
|
2.12K
$739K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
283+ 13.97% |
$77.5K - $90.8K
|
2.31K
$805K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
282+ 3.55% |
$77.2K - $90.5K
|
8.23K
$2.87M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
282+ 4.87% |
$77.2K - $90.5K
|
6.07K
$2.12M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
280+ 4.71% |
$76.7K - $89.9K
|
6.23K
$2.17M
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
280+ 2.5% |
$76.7K - $89.9K
|
11.5K
$4.01M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
280+ 800.0% |
$76.7K - $89.9K
|
315
$110K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
279+ 1.41% |
$76.4K - $89.5K
|
20K
$6.97M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
278+ 1.93% |
$76.1K - $89.2K
|
14.7K
$5.11M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
277+ 1.08% |
$75.9K - $88.9K
|
26K
$9.05M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
277New |
$75.9K - $88.9K
|
277
$96.5K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
275+ 2.69% |
$75.3K - $88.3K
|
10.5K
$3.66M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
274+ 0.2% |
$75K - $87.9K
|
135K
$47.1M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
274+ 2.98% |
$75K - $87.9K
|
9.46K
$3.3M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
274+ 0.83% |
$75K - $87.9K
|
33.1K
$11.5M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
274+ 1.19% |
$75K - $87.9K
|
23.4K
$8.14M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
273+ 6.47% |
$74.8K - $87.6K
|
4.49K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
272+ 8.45% |
$74.5K - $87.3K
|
3.49K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
271+ 8.13% |
$74.2K - $87K
|
3.61K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
271+ 7.31% |
$74.2K - $87K
|
3.98K
$1.39M
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
270+ 7.48% |
$73.9K - $86.6K
|
3.88K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
270+ 10.78% |
$73.9K - $86.6K
|
2.78K
$967K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
268+ 18.52% |
$73.4K - $86K
|
1.72K
$598K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
268+ 1.07% |
$73.4K - $86K
|
25.3K
$8.82M
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
267+ 19.55% |
$73.1K - $85.7K
|
1.63K
$569K
|