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 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.96K+ 26.7% |
$604K - $731K
|
9.3K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
81+ 1.6% |
$25K - $30.2K
|
5.14K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.07% |
$308 - $373
|
1.43K
$482K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-71- 1.32% |
$21.9K - $26.5K
|
5.31K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.14% |
$61.7K - $74.7K
|
148K
$49.8M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
11.5K+ 44.81% |
$3.56M - $4.31M
|
37.3K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.15K+ 4.88% |
$664K - $804K
|
46.2K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.8K- 48.31% |
$14.1M - $17.1M
|
49K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.49K+ 6.23% |
$2.93M - $3.54M
|
162K
$54.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
997New |
$307K - $372K
|
997
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-150- 3.89% |
$46.2K - $56K
|
3.71K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-10- 0.5% |
$3.08K - $3.73K
|
1.98K
$665K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-168- 6.2% |
$51.8K - $62.7K
|
2.54K
$856K
|
|
|
Jul 24, 2025
Q2 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
10.8K+ 122.18% |
$3.33M - $4.03M
|
19.6K
$6.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 2.0% |
$17K - $20.5K
|
2.7K
$909K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-914- 0.89% |
$282K - $341K
|
102K
$34.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-121- 17.56% |
$37.3K - $45.2K
|
568
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-116- 2.07% |
$35.8K - $43.3K
|
5.49K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-68- 3.91% |
$21K - $25.4K
|
1.67K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-806- 7.87% |
$248K - $301K
|
9.44K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.67K+ 2.97% |
$2.98M - $3.61M
|
335K
$113M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7- 0.55% |
$2.16K - $2.61K
|
1.26K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-46- 0.71% |
$14.2K - $17.2K
|
6.41K
$2.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
16+ 0.15% |
$4.93K - $5.97K
|
11K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-365- 4.7% |
$113K - $136K
|
7.4K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
24+ 1.93% |
$7.4K - $8.96K
|
1.27K
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.93K- 20.51% |
$595K - $720K
|
7.48K
$2.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.3K+ 1.68% |
$10.6M - $12.8M
|
2.07M
$697M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-136- 4.66% |
$41.9K - $50.8K
|
2.78K
$937K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
13+ 0.33% |
$4.01K - $4.85K
|
3.96K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
64.4K+ 154.97% |
$19.8M - $24M
|
106K
$35.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
223+ 3.58% |
$68.7K - $83.2K
|
6.46K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-7- 0.31% |
$2.16K - $2.61K
|
2.28K
$768K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.15K+ 104.63% |
$1.89M - $2.29M
|
12K
$4.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
889+ 10.0% |
$274K - $332K
|
9.78K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
26.9KNew |
$8.3M - $10.1M
|
26.9K
$9.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
560+ 10.75% |
$173K - $209K
|
5.77K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 0.42% |
$4.93K - $5.97K
|
3.86K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-101- 1.85% |
$31.1K - $37.7K
|
5.35K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-92- 0.95% |
$28.4K - $34.3K
|
9.59K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
511+ 7.91% |
$158K - $191K
|
6.97K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
50+ 1.6% |
$15.4K - $18.7K
|
3.17K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-155- 3.54% |
$47.8K - $57.9K
|
4.23K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-231- 0.31% |
$71.2K - $86.2K
|
75.2K
$25.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.08% |
$308 - $373
|
1.21K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14- 0.68% |
$4.32K - $5.23K
|
2.03K
$684K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.07K- 1.64% |
$639K - $774K
|
124K
$41.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 6.59% |
$833K - $1.01M
|
43.7K
$14.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.5K+ 375.0% |
$462K - $560K
|
1.9K
$640K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
120+ 7.86% |
$37K - $44.8K
|
1.65K
$554K
|