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 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-268- 2.62% |
$68K - $78.1K
|
9.96K
$3.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 1.43% |
$277K - $318K
|
75.1K
$23.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
921
$283K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-454- 20.17% |
$115K - $132K
|
1.8K
$553K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-578- 1.08% |
$147K - $169K
|
53.2K
$16.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
483+ 3.03% |
$123K - $141K
|
16.4K
$5.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
339+ 29.0% |
$86K - $98.8K
|
1.51K
$464K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
807+ 1.79% |
$205K - $235K
|
46K
$14.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
194+ 1.85% |
$49.2K - $56.6K
|
10.7K
$3.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-102- 1.42% |
$25.9K - $29.7K
|
7.06K
$2.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
839+ 0.52% |
$213K - $245K
|
164K
$50.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-309- 5.18% |
$78.4K - $90.1K
|
5.65K
$1.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
337+ 5.23% |
$85.5K - $98.3K
|
6.78K
$2.09M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.7K- 1.75% |
$431K - $495K
|
95.2K
$29.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-82- 9.95% |
$20.8K - $23.9K
|
742
$228K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.3KNew |
$866K - $929K
|
3.3K
$1.02M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-255- 1.28% |
$66.9K - $71.8K
|
19.7K
$6.08M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-300- 15.15% |
$78.7K - $84.5K
|
1.68K
$517K
|
|
|
Dec 02, 2024
Q2 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
85+ 1.45% |
$22.3K - $23.9K
|
5.94K
$1.83M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.17K+ 4.73% |
$832K - $892K
|
70.2K
$21.6M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
15+ 1.27% |
$3.94K - $4.22K
|
1.2K
$369K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3.16K- 5.35% |
$830K - $890K
|
55.9K
$17.2M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
31.4K+ 2.8% |
$8.25M - $8.85M
|
1.15M
$355M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
541+ 27.01% |
$142K - $152K
|
2.54K
$783K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
220+ 2.21% |
$57.7K - $61.9K
|
10.2K
$3.14M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-48.6K- 47.37% |
$12.8M - $13.7M
|
54K
$16.6M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.98K- 5.18% |
$781K - $837K
|
54.5K
$16.8M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.67KNew |
$699K - $750K
|
2.67K
$820K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-25- 1.85% |
$6.56K - $7.04K
|
1.33K
$408K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
459+ 3.64% |
$120K - $129K
|
13.1K
$4.02M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.4KNew |
$893K - $958K
|
3.4K
$1.05M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
10.7KNew |
$2.81M - $3.02M
|
10.7K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-10- 0.61% |
$2.62K - $2.82K
|
1.64K
$505K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-3- 0.19% |
$787 - $845
|
1.56K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
7.55KNew |
$1.98M - $2.13M
|
7.55K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-8.39K- 3.26% |
$2.2M - $2.36M
|
249K
$76.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 10.1% |
$2.62K - $2.82K
|
89
$27.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.8K+ 37.14% |
$1.26M - $1.35M
|
17.7K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4K- 62.99% |
$1.05M - $1.13M
|
2.35K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$3.15K - $3.38K
|
12
$3.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 2.28% |
$13.1K - $14.1K
|
2.24K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4.36KNew |
$1.14M - $1.23M
|
4.36K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-1.91K- 50.36% |
$501K - $538K
|
1.88K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.45KNew |
$644K - $690K
|
2.45K
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
50+ 6.88% |
$13.1K - $14.1K
|
777
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.06% |
$262 - $282
|
1.65K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4- 0.37% |
$1.05K - $1.13K
|
1.09K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.04K- 10.62% |
$535K - $574K
|
17.2K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.53KNew |
$402K - $431K
|
1.53K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
11.2K+ 250.48% |
$2.94M - $3.15M
|
15.7K
$4.82M
|
|