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 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-693- 3.46% |
$190K - $222K
|
19.3K
$6.38M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-100- 2.59% |
$27.4K - $32.1K
|
3.77K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.35K+ 9.18% |
$371K - $435K
|
16.1K
$5.32M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-14- 0.53% |
$3.83K - $4.49K
|
2.61K
$863K
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-140- 0.44% |
$38.3K - $44.9K
|
31.3K
$10.3M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.41K- 11.81% |
$933K - $1.09M
|
25.4K
$8.39M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.09% |
$274 - $321
|
1.14K
$375K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.7K+ 45.47% |
$1.84M - $2.15M
|
21.4K
$7.08M
|
|
Jan 16, 2025
Q4 2024
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
39.9KNew |
$10.9M - $12.8M
|
39.9K
$13.2M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.43KNew |
$392K - $459K
|
1.43K
$473K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
792+ 0.54% |
$217K - $254K
|
146K
$48.3M
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
624+ 3.08% |
$171K - $200K
|
20.9K
$6.89M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-103- 4.01% |
$28.2K - $33.1K
|
2.46K
$813K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
659New |
$180K - $211K
|
659
$218K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.7K- 1.65% |
$740K - $867K
|
161K
$53.1M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-131- 0.54% |
$35.9K - $42K
|
24.2K
$7.99M
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.94K+ 42.05% |
$530K - $622K
|
6.54K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
12.7K+ 9.92% |
$3.49M - $4.09M
|
141K
$46.6M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
658+ 11.71% |
$180K - $211K
|
6.28K
$2.07M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.22K- 20.73% |
$334K - $392K
|
4.67K
$1.54M
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
5.01K+ 8.24% |
$1.37M - $1.61M
|
65.9K
$21.7M
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.59K- 6.49% |
$437K - $512K
|
23K
$7.58M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
208+ 2.95% |
$57K - $66.7K
|
7.26K
$2.4M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 3.95% |
$23K - $27K
|
2.21K
$729K
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 9.66% |
$110K - $128K
|
3.74K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$606K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-22- 28.95% |
$6.03K - $7.06K
|
54
$17.8K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
505+ 1.27% |
$138K - $162K
|
40.3K
$13.3M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-184- 4.54% |
$50.4K - $59K
|
3.87K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.75K- 6.7% |
$754K - $884K
|
38.4K
$12.7M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
41+ 0.32% |
$11.2K - $13.2K
|
13.1K
$4.31M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-749- 4.84% |
$205K - $240K
|
14.7K
$4.86M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
470+ 11.29% |
$129K - $151K
|
4.63K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
704+ 21.12% |
$193K - $226K
|
4.04K
$1.33M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
113+ 1.35% |
$30.9K - $36.3K
|
8.46K
$2.79M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
277+ 1.08% |
$75.9K - $88.9K
|
26K
$8.57M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3+ 0.1% |
$822 - $963
|
3.1K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
278+ 1.93% |
$76.1K - $89.2K
|
14.7K
$4.84M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-242- 14.43% |
$66.3K - $77.7K
|
1.44K
$474K
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-310- 0.39% |
$84.9K - $99.5K
|
79.7K
$26.3M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
13+ 2.14% |
$3.56K - $4.17K
|
620
$205K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11.5K+ 6.43% |
$3.15M - $3.69M
|
191K
$62.9M
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
400+ 17.42% |
$110K - $128K
|
2.7K
$890K
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
687New |
$188K - $220K
|
687
$227K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-45- 2.83% |
$12.3K - $14.4K
|
1.55K
$511K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
774+ 65.48% |
$212K - $248K
|
1.96K
$646K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19.3K+ 12.64% |
$5.28M - $6.19M
|
172K
$56.7M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
227+ 0.61% |
$62.2K - $72.8K
|
37.3K
$12.3M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
138New |
$37.8K - $44.3K
|
138
$45.6K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1- 0.41% |
$274 - $321
|
243
$80.2K
|