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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-883- 35.36% |
$224K - $257K
|
1.61K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
542+ 17.36% |
$138K - $158K
|
3.67K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 0.85% |
$2.28K - $2.62K
|
1.05K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.05K+ 4.24% |
$267K - $307K
|
25.8K
$7.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
41+ 1.02% |
$10.4K - $12K
|
4.04K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
153+ 10.36% |
$38.8K - $44.6K
|
1.63K
$502K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 5.57% |
$12.7K - $14.6K
|
948
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
51+ 2.85% |
$12.9K - $14.9K
|
1.84K
$567K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-172- 2.81% |
$43.6K - $50.1K
|
5.95K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.42% |
$34.3K - $39.4K
|
32.3K
$9.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
125+ 6.58% |
$31.7K - $36.4K
|
2.03K
$623K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
43+ 0.73% |
$10.9K - $12.5K
|
5.91K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
11+ 0.32% |
$2.79K - $3.21K
|
3.48K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-461- 12.69% |
$117K - $134K
|
3.17K
$976K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5- 0.51% |
$1.27K - $1.46K
|
973
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11- 0.77% |
$2.79K - $3.21K
|
1.42K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-19K- 59.94% |
$4.82M - $5.54M
|
12.7K
$3.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.93K+ 75.77% |
$996K - $1.14M
|
9.11K
$2.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
638+ 16.79% |
$162K - $186K
|
4.44K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
137+ 25.28% |
$34.8K - $39.9K
|
679
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
1.53K+ 21.6% |
$389K - $447K
|
8.62K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-650- 1.21% |
$165K - $190K
|
53K
$16.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-493- 0.37% |
$125K - $144K
|
131K
$40.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$4.82K - $5.54K
|
3.67K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
473+ 2.07% |
$120K - $138K
|
23.3K
$7.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-170- 6.79% |
$43.1K - $49.6K
|
2.34K
$719K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-44- 1.38% |
$11.2K - $12.8K
|
3.14K
$965K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
97+ 3.56% |
$24.6K - $28.3K
|
2.82K
$868K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
233+ 0.33% |
$59.1K - $67.9K
|
71.9K
$22.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.04K+ 2.65% |
$772K - $887K
|
118K
$36.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
702+ 1.85% |
$178K - $205K
|
38.6K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
406+ 12.78% |
$103K - $118K
|
3.58K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-80- 1.53% |
$20.3K - $23.3K
|
5.16K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-952- 25.16% |
$242K - $278K
|
2.83K
$871K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
388+ 11.82% |
$98.5K - $113K
|
3.67K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-228- 1.09% |
$57.9K - $66.5K
|
20.6K
$6.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.5% |
$761 - $875
|
607
$187K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
235+ 4.68% |
$59.6K - $68.5K
|
5.26K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-848- 2.56% |
$215K - $247K
|
32.3K
$9.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-71- 1.96% |
$18K - $20.7K
|
3.56K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
140+ 4.61% |
$35.5K - $40.8K
|
3.18K
$977K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
739New |
$188K - $215K
|
739
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 3.7% |
$308K - $354K
|
34K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-14- 0.08% |
$3.55K - $4.08K
|
16.8K
$5.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-372- 0.67% |
$94.4K - $108K
|
54.9K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-116- 15.78% |
$29.4K - $33.8K
|
619
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
2.53K+ 91.75% |
$641K - $736K
|
5.28K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-101- 3.49% |
$25.6K - $29.4K
|
2.79K
$859K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
149+ 0.39% |
$37.8K - $43.4K
|
38.6K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
91+ 2.33% |
$23.1K - $26.5K
|
4K
$1.23M
|