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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-109- 4.55% |
$33.6K - $40.7K
|
2.29K
$800K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
210+ 0.97% |
$64.7K - $78.4K
|
21.9K
$7.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
245+ 7.87% |
$75.5K - $91.5K
|
3.36K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
439+ 19.49% |
$135K - $164K
|
2.69K
$942K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-611- 5.18% |
$188K - $228K
|
11.2K
$3.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56.3KNew |
$17.3M - $21M
|
56.3K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
BUY
|
- |
81+ 0.51% |
$25K - $30.2K
|
16.1K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.54% |
$7.71K - $9.33K
|
1.01K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
6.75K+ 1052.02% |
$2.08M - $2.52M
|
7.4K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3- 0.03% |
$925 - $1.12K
|
10.3K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-169- 2.78% |
$52.1K - $63.1K
|
5.92K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
314+ 72.18% |
$96.8K - $117K
|
749
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-332K- 58.88% |
$102M - $124M
|
232K
$81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 0.62% |
$61.7K - $74.7K
|
31.9K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 8.32% |
$16.3K - $19.8K
|
690
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
74+ 8.31% |
$22.8K - $27.6K
|
964
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.16KNew |
$356K - $431K
|
1.16K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-2.26K- 0.55% |
$697K - $844K
|
407K
$143M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.04K- 3.89% |
$321K - $389K
|
25.7K
$8.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
158+ 7.29% |
$48.7K - $59K
|
2.33K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
169+ 12.37% |
$52.1K - $63.1K
|
1.54K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2K- 12.87% |
$616K - $746K
|
13.5K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 21.19% |
$529K - $641K
|
6.38K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-4- 0.26% |
$1.23K - $1.49K
|
1.55K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
6.6KNew |
$2.03M - $2.46M
|
6.6K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-20.4K- 90.49% |
$6.29M - $7.61M
|
2.14K
$750K
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
SELL
|
- |
-100- 14.29% |
$30.8K - $37.3K
|
600
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
3.14K+ 29.06% |
$968K - $1.17M
|
13.9K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
20+ 1.41% |
$6.17K - $7.47K
|
1.44K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-76- 6.13% |
$23.4K - $28.4K
|
1.16K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-37- 2.12% |
$11.4K - $13.8K
|
1.71K
$598K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.88K- 6.09% |
$579K - $701K
|
29K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34+ 1.28% |
$10.5K - $12.7K
|
2.7K
$943K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
675New |
$208K - $252K
|
675
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-5.44K- 0.93% |
$1.68M - $2.03M
|
582K
$204M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
7.92K+ 3.82% |
$2.44M - $2.96M
|
215K
$75.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 6.15% |
$452K - $547K
|
25.3K
$8.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
26K+ 21.56% |
$8M - $9.69M
|
146K
$51.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
607+ 8.6% |
$187K - $227K
|
7.66K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 178.52% |
$430K - $521K
|
2.18K
$762K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.73% |
$13.9K - $16.8K
|
6.21K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
373+ 0.7% |
$115K - $139K
|
53.7K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1K- 13.91% |
$309K - $374K
|
6.19K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.92K- 1.82% |
$590K - $715K
|
103K
$36.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-39.5K- 8.7% |
$12.2M - $14.7M
|
414K
$145M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
2.9K+ 3.35% |
$895K - $1.08M
|
89.6K
$31.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10.2K- 1.73% |
$3.15M - $3.82M
|
582K
$204M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-22- 0.83% |
$6.78K - $8.21K
|
2.62K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
59+ 4.59% |
$18.2K - $22K
|
1.35K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
217+ 28.97% |
$66.9K - $81K
|
966
$338K
|