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 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.4K+ 40.39% |
$2.28M - $2.76M
|
25.7K
$8.66M
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
93+ 1.01% |
$28.7K - $34.7K
|
9.26K
$3.12M
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
514+ 36.04% |
$158K - $192K
|
1.94K
$653K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-743- 1.98% |
$229K - $277K
|
36.7K
$12.4M
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-434- 19.04% |
$134K - $162K
|
1.85K
$621K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-119- 4.06% |
$36.7K - $44.4K
|
2.81K
$947K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-455- 10.27% |
$140K - $170K
|
3.98K
$1.34M
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
3+ 0.24% |
$925 - $1.12K
|
1.28K
$430K
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
17K+ 5.26% |
$5.24M - $6.35M
|
340K
$114M
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-447- 8.13% |
$138K - $167K
|
5.05K
$1.7M
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
623New |
$192K - $233K
|
623
$210K
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
225+ 0.65% |
$69.4K - $84K
|
35.1K
$11.8M
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5+ 0.47% |
$1.54K - $1.87K
|
1.07K
$361K
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.46K- 2.07% |
$1.37M - $1.66M
|
211K
$71.1M
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-6- 0.86% |
$1.85K - $2.24K
|
691
$233K
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1K- 15.66% |
$308K - $373K
|
5.39K
$1.81M
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
459+ 10.98% |
$141K - $171K
|
4.64K
$1.56M
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 0.38% |
$23.1K - $28K
|
19.7K
$6.62M
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-13.7K- 9.22% |
$4.21M - $5.1M
|
134K
$45.3M
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8+ 0.15% |
$2.47K - $2.99K
|
5.52K
$1.86M
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
565New |
$174K - $211K
|
565
$190K
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
138+ 1.37% |
$42.5K - $51.5K
|
10.2K
$3.43M
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
46+ 2.84% |
$14.2K - $17.2K
|
1.66K
$560K
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.69K+ 1.98% |
$521K - $631K
|
87K
$29.3M
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
126+ 17.14% |
$38.8K - $47K
|
861
$290K
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-5.67K- 2.24% |
$1.75M - $2.12M
|
248K
$83.4M
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
18.2K+ 15.61% |
$5.6M - $6.78M
|
134K
$45.3M
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
70+ 6.32% |
$21.6K - $26.1K
|
1.18K
$397K
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
563+ 8.95% |
$174K - $210K
|
6.85K
$2.31M
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-84- 0.24% |
$25.9K - $31.4K
|
35K
$11.8M
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.22K+ 8.14% |
$375K - $454K
|
16.2K
$5.44M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-4- -0.0% |
$1.23K - $1.49K
|
143K
$48.3M
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-35- 4.36% |
$10.8K - $13.1K
|
767
$258K
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.59K+ 7.37% |
$1.11M - $1.34M
|
52.3K
$17.6M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 3.37% |
$381K - $461K
|
37.9K
$12.8M
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-104- 0.73% |
$32.1K - $38.8K
|
14.1K
$4.74M
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.88% |
$11.7K - $14.2K
|
4.34K
$1.46M
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1+ 0.13% |
$308 - $373
|
771
$260K
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-493- 6.74% |
$152K - $184K
|
6.82K
$2.3M
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1KNew |
$309K - $374K
|
1K
$337K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-934- 6.14% |
$288K - $349K
|
14.3K
$4.81M
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
263+ 5.44% |
$81.1K - $98.2K
|
5.1K
$1.72M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
22+ 0.61% |
$6.78K - $8.21K
|
3.62K
$1.22M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-5.59K- 4.74% |
$1.72M - $2.09M
|
112K
$37.8M
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
46+ 0.63% |
$14.2K - $17.2K
|
7.3K
$2.46M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
401+ 7.27% |
$124K - $150K
|
5.92K
$1.99M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-18- 0.28% |
$5.55K - $6.72K
|
6.45K
$2.17M
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
597New |
$184K - $223K
|
597
$201K
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-1.37K- 4.6% |
$421K - $510K
|
28.3K
$9.52M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.22K+ 2.24% |
$377K - $456K
|
55.9K
$18.8M
|