Latest Institutional Transactions on Visa Inc. (V)
This table provides information on the latest institutional transactions involving Visa Inc. (V) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
614+ 5.73% |
$168K - $197K
|
11.3K
$3.74M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
464+ 10.13% |
$127K - $149K
|
5.04K
$1.67M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
62+ 1.75% |
$17K - $19.9K
|
3.61K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
830+ 4.26% |
$227K - $266K
|
20.3K
$6.7M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
80+ 8.39% |
$21.9K - $25.7K
|
1.03K
$341K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 1.09% |
$8.22K - $9.63K
|
2.72K
$896K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
748+ 57.14% |
$205K - $240K
|
2.06K
$679K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-32- 2.18% |
$8.76K - $10.3K
|
1.43K
$474K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7+ 0.19% |
$1.92K - $2.25K
|
3.65K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-28- 1.1% |
$7.67K - $8.99K
|
2.52K
$832K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$268K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
321+ 3.32% |
$87.9K - $103K
|
9.98K
$3.29M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-95- 0.92% |
$26K - $30.5K
|
10.2K
$3.36M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.63K- 3.69% |
$447K - $524K
|
42.7K
$14.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.65K+ 0.44% |
$999K - $1.17M
|
830K
$274M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-425- 1.65% |
$116K - $136K
|
25.3K
$8.36M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-127- 1.26% |
$34.8K - $40.8K
|
9.94K
$3.28M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-30- 0.61% |
$8.22K - $9.63K
|
4.9K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.95M- 96.96% |
$1.08B - $1.27B
|
124K
$40.9M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-31- 0.12% |
$8.49K - $9.95K
|
26K
$8.59M
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-350- 1.73% |
$95.9K - $112K
|
19.9K
$6.56M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7- 0.13% |
$1.92K - $2.25K
|
5.35K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.57K+ 7.79% |
$978K - $1.15M
|
49.4K
$16.3M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
12.7K+ 261.35% |
$3.48M - $4.08M
|
17.6K
$5.8M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$274 - $321
|
3.03K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
210+ 0.38% |
$57.5K - $67.4K
|
55.7K
$18.4M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-360- 4.3% |
$98.6K - $116K
|
8.01K
$2.64M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-140- 4.1% |
$38.3K - $44.9K
|
3.28K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-26- 1.73% |
$7.12K - $8.34K
|
1.47K
$487K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 1.22% |
$16.7K - $19.6K
|
4.95K
$1.63M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-7.35K- 4.06% |
$2.01M - $2.36M
|
174K
$57.3M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
226+ 8.2% |
$61.9K - $72.5K
|
2.98K
$985K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 4.57% |
$603K - $706K
|
45.9K
$15.2M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 0.67% |
$4.66K - $5.46K
|
2.51K
$827K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-248- 4.44% |
$67.9K - $79.6K
|
5.34K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.03% |
$643K - $753K
|
35.7K
$11.8M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 1.19% |
$281K - $329K
|
84.8K
$28M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$292K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-457- 1.56% |
$125K - $147K
|
28.8K
$9.5M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.07K+ 3.61% |
$293K - $344K
|
30.7K
$10.2M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 0.88% |
$5.75K - $6.74K
|
2.41K
$794K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373+ 32.72% |
$102K - $120K
|
1.51K
$500K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
331+ 16.31% |
$90.7K - $106K
|
2.36K
$780K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-605- 14.75% |
$166K - $194K
|
3.5K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.64K - $1.93K
|
8.26K
$2.73M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-119- 2.42% |
$32.6K - $38.2K
|
4.81K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-998- 6.34% |
$273K - $320K
|
14.7K
$4.87M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-792- 13.92% |
$217K - $254K
|
4.9K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
229+ 12.49% |
$62.7K - $73.5K
|
2.06K
$681K
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-100- 5.01% |
$27.4K - $32.1K
|
1.9K
$626K
|