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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.42KNew |
$664K - $778K
|
2.42K
$849K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.42KNew |
$663K - $777K
|
2.42K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.42K+ 3.62% |
$662K - $776K
|
69.2K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.42K+ 63.15% |
$661K - $775K
|
6.24K
$2.19M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.42K+ 27.77% |
$661K - $775K
|
11.1K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.41K+ 8.35% |
$660K - $774K
|
31.3K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.41K+ 3.79% |
$659K - $772K
|
65.9K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.4KNew |
$658K - $771K
|
2.4K
$842K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.4K+ 71.07% |
$657K - $770K
|
5.77K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.4K+ 4.24% |
$656K - $769K
|
58.9K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.39KNew |
$655K - $768K
|
2.39K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.39K+ 52.29% |
$654K - $766K
|
6.95K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.37K+ 0.55% |
$649K - $760K
|
431K
$151M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.36KNew |
$646K - $756K
|
2.36K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.35K+ 10.7% |
$644K - $754K
|
24.3K
$8.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
2.35K+ 94.79% |
$643K - $753K
|
4.83K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.03% |
$643K - $753K
|
35.7K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.35K+ 0.38% |
$642K - $753K
|
612K
$214M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.33K+ 4.19% |
$639K - $749K
|
58K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.31K+ 80.98% |
$632K - $740K
|
5.16K
$1.81M
|
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
2.3K+ 25.84% |
$631K - $739K
|
11.2K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
2.3K+ 10.44% |
$630K - $738K
|
24.3K
$8.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.28KNew |
$623K - $730K
|
2.28K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.26K+ 6.25% |
$618K - $725K
|
38.4K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
2.25K+ 0.24% |
$616K - $721K
|
934K
$327M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.25KNew |
$615K - $720K
|
2.25K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.24KNew |
$613K - $718K
|
2.24K
$784K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2.23KNew |
$612K - $717K
|
2.23K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.23KNew |
$610K - $715K
|
2.23K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$603K - $706K
|
2.2K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.16KNew |
$592K - $694K
|
2.16K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.14K+ 9.62% |
$585K - $686K
|
24.4K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.13K+ 1.97% |
$582K - $682K
|
110K
$38.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.12KNew |
$580K - $680K
|
2.12K
$743K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 2.8% |
$580K - $679K
|
77.7K
$27.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.12K+ 27.8% |
$579K - $679K
|
9.72K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.1K+ 20.39% |
$575K - $674K
|
12.4K
$4.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.09K+ 40.0% |
$573K - $672K
|
7.33K
$2.57M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.09KNew |
$573K - $672K
|
2.09K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.09K+ 116.25% |
$572K - $670K
|
3.89K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.08K+ 53.06% |
$568K - $666K
|
5.99K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$568K - $665K
|
2.07K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 12.89% |
$567K - $664K
|
18.1K
$6.35M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.06K+ 5.16% |
$563K - $660K
|
41.9K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.01K+ 84.91% |
$552K - $646K
|
4.39K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2KNew |
$549K - $643K
|
2K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2KNew |
$549K - $643K
|
2K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2K+ 3.05% |
$549K - $643K
|
67.7K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 10.0% |
$548K - $642K
|
22K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$548K - $642K
|
2K
$701K
|