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 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
27+ 4.06% |
$8.32K - $10.1K
|
692
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 44.63% |
$33.3K - $40.3K
|
350
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 1.08% |
$8.63K - $10.5K
|
2.62K
$917K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
59+ 1.12% |
$18.2K - $22K
|
5.31K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
200+ 0.8% |
$61.7K - $74.7K
|
25.2K
$8.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1- 0.07% |
$308 - $373
|
1.42K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$1.85K - $2.24K
|
1.12K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 3.74% |
$474K - $574K
|
42.6K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 24.06% |
$164K - $199K
|
2.74K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-194- 0.16% |
$59.8K - $72.4K
|
121K
$42.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-89- 3.71% |
$27.4K - $33.2K
|
2.31K
$808K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-388- 1.14% |
$120K - $145K
|
33.6K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-846- 2.93% |
$261K - $316K
|
28.1K
$9.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.48% |
$925 - $1.12K
|
627
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$308 - $373
|
8.81K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 1.22% |
$12.6K - $15.3K
|
3.39K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
173+ 0.82% |
$53.3K - $64.6K
|
21.1K
$7.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.03K+ 0.51% |
$318K - $385K
|
202K
$70.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.27% |
$5.55K - $6.72K
|
6.58K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.33% |
$12.9K - $15.7K
|
12.6K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-75- 0.27% |
$23.1K - $28K
|
28.1K
$9.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
416+ 1.29% |
$128K - $155K
|
32.7K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-442- 4.94% |
$136K - $165K
|
8.51K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-218- 7.89% |
$67.2K - $81.4K
|
2.55K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.77K- 7.67% |
$545K - $660K
|
21.3K
$7.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
215+ 4.03% |
$66.3K - $80.3K
|
5.56K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
47+ 3.99% |
$14.5K - $17.5K
|
1.22K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$10.5K - $12.7K
|
34
$11.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-731- 3.3% |
$225K - $273K
|
21.4K
$7.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-229- 16.09% |
$70.6K - $85.5K
|
1.19K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 3.58% |
$77.1K - $93.3K
|
6.73K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
148+ 0.6% |
$45.6K - $55.2K
|
24.9K
$8.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2+ 0.17% |
$617 - $747
|
1.17K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
40+ 1.42% |
$12.3K - $14.9K
|
2.85K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.83K- 45.44% |
$565K - $684K
|
2.2K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
232+ 5.57% |
$71.5K - $86.6K
|
4.39K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.33K+ 205.35% |
$1.64M - $1.99M
|
7.93K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.19K+ 5.98% |
$368K - $445K
|
21.1K
$7.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-497- 3.21% |
$153K - $186K
|
15K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.09% |
$925 - $1.12K
|
3.38K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-20- 0.83% |
$6.17K - $7.47K
|
2.38K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-255- 3.65% |
$78.6K - $95.2K
|
6.74K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 7.68% |
$92.5K - $112K
|
4.2K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
46+ 1.3% |
$14.2K - $17.2K
|
3.58K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 11.3% |
$420K - $508K
|
13.4K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
44+ 0.71% |
$13.6K - $16.4K
|
6.29K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.11K- 29.13% |
$1.27M - $1.53M
|
9.99K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49+ 1.04% |
$15.1K - $18.3K
|
4.77K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
26+ 1.83% |
$8.02K - $9.71K
|
1.44K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
174+ 4.04% |
$53.6K - $65K
|
4.48K
$1.57M
|