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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
198+ 7.21% |
$60.8K - $71.8K
|
2.95K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-216- 5.53% |
$66.3K - $78.3K
|
3.69K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-63- 8.67% |
$19.3K - $22.9K
|
664
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
70K+ 8.83% |
$21.5M - $25.4M
|
863K
$306M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.02% |
$2.15K - $2.54K
|
35K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
304New |
$93.3K - $110K
|
304
$108K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-231- 4.28% |
$70.9K - $83.8K
|
5.17K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-39.1K- 2.58% |
$12M - $14.2M
|
1.48M
$523M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-724- 11.6% |
$222K - $263K
|
5.52K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
473+ 16.74% |
$145K - $172K
|
3.3K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-564- 2.09% |
$173K - $205K
|
26.4K
$9.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
8+ 0.05% |
$2.46K - $2.9K
|
17.2K
$6.09M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
325+ 0.87% |
$99.7K - $118K
|
37.5K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-237- 5.6% |
$72.7K - $86K
|
3.99K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-453- 2.71% |
$139K - $164K
|
16.3K
$5.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.49K- 2.17% |
$1.38M - $1.63M
|
202K
$71.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-98.9K- 53.82% |
$30.4M - $35.9M
|
84.9K
$30M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
395+ 19.31% |
$121K - $143K
|
2.44K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
581New |
$178K - $211K
|
581
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-412- 1.54% |
$126K - $149K
|
26.4K
$9.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.19% |
$8.29K - $9.79K
|
1.26K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-109- 2.78% |
$33.5K - $39.5K
|
3.81K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.29K+ 7.4% |
$1.32M - $1.56M
|
62.3K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-602K- 16.01% |
$185M - $219M
|
3.16M
$1.12B
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
269+ 30.67% |
$82.6K - $97.6K
|
1.15K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-128- 1.59% |
$39.3K - $46.4K
|
7.91K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-309- 1.24% |
$94.8K - $112K
|
24.7K
$8.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.79K- 12.64% |
$551K - $651K
|
12.4K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
SELL
|
- |
-320- 0.49% |
$98.2K - $116K
|
65.5K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-242- 6.86% |
$74.3K - $87.8K
|
3.28K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
789+ 26.61% |
$242K - $286K
|
3.75K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
81+ 4.75% |
$24.9K - $29.4K
|
1.79K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
144+ 9.14% |
$44.2K - $52.2K
|
1.72K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-10- 3.36% |
$3.07K - $3.63K
|
288
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 1.46% |
$975K - $1.15M
|
220K
$77.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-537- 6.27% |
$165K - $195K
|
8.03K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.67K- 18.22% |
$820K - $970K
|
12K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 2.49% |
$66.3K - $78.3K
|
8.88K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-402- 27.13% |
$123K - $146K
|
1.08K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-450- 2.43% |
$138K - $163K
|
18.1K
$6.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
600+ 2.04% |
$184K - $218K
|
30K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
113+ 3.65% |
$34.7K - $41K
|
3.21K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-50- 5.08% |
$15.3K - $18.1K
|
935
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-126- 5.24% |
$38.7K - $45.7K
|
2.28K
$807K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
151+ 2.11% |
$46.3K - $54.8K
|
7.31K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
135+ 5.24% |
$41.4K - $49K
|
2.71K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-77- 1.27% |
$23.6K - $27.9K
|
5.96K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-12- 0.46% |
$3.68K - $4.35K
|
2.6K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.38% |
$24.6K - $29K
|
21.2K
$7.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
963+ 96.78% |
$296K - $349K
|
1.96K
$693K
|