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 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-66- 1.71% |
$20.3K - $23.9K
|
3.8K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
40+ 4.74% |
$12.3K - $14.5K
|
884
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.39K- 11.97% |
$428K - $505K
|
10.2K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$16.6K - $19.6K
|
2.48K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-30K- 60.28% |
$9.22M - $10.9M
|
19.8K
$6.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-165- 17.97% |
$50.6K - $59.8K
|
753
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
280New |
$85.9K - $102K
|
280
$98.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
86+ 5.39% |
$26.4K - $31.2K
|
1.68K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
225+ 28.99% |
$69.1K - $81.6K
|
1K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-593- 30.29% |
$182K - $215K
|
1.37K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-348- 4.89% |
$107K - $126K
|
6.77K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-10.1K- 91.39% |
$3.1M - $3.67M
|
952
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-545- 1.12% |
$167K - $198K
|
48.1K
$16.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-867- 6.19% |
$266K - $314K
|
13.1K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-263- 1.74% |
$80.7K - $95.4K
|
14.9K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-22- 0.71% |
$6.75K - $7.98K
|
3.08K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
149+ 10.5% |
$45.7K - $54K
|
1.57K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
39+ 0.09% |
$12K - $14.1K
|
45.3K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.67K+ 2.07% |
$1.13M - $1.33M
|
181K
$63.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.7K- 2.93% |
$3.9M - $4.6M
|
421K
$148M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.17% |
$4.91K - $5.8K
|
9.34K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
43New |
$13.2K - $15.6K
|
43
$15.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
254+ 34.56% |
$78K - $92.1K
|
989
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-113- 0.99% |
$34.7K - $41K
|
11.4K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
101+ 1.13% |
$31K - $36.6K
|
9K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4+ 0.47% |
$1.23K - $1.45K
|
862
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-131- 3.1% |
$40.2K - $47.5K
|
4.09K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-6- 0.89% |
$1.84K - $2.18K
|
669
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
356+ 9.21% |
$109K - $129K
|
4.22K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-300- 17.64% |
$92.1K - $109K
|
1.4K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
840+ 66.72% |
$258K - $305K
|
2.1K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-33- 0.7% |
$10.1K - $12K
|
4.67K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.05K+ 67.01% |
$1.55M - $1.83M
|
12.6K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-229- 43.87% |
$70.3K - $83.1K
|
293
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
78+ 0.57% |
$23.9K - $28.3K
|
13.8K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-79- 3.8% |
$24.2K - $28.7K
|
2K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22.4K- 5.79% |
$6.87M - $8.12M
|
365K
$128M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.97K- 16.83% |
$603K - $713K
|
9.71K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
30New |
$9.21K - $10.9K
|
30
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-23K- 3.43% |
$7.05M - $8.33M
|
647K
$228M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.05K- 47.54% |
$1.55M - $1.83M
|
5.57K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-25- 2.81% |
$7.67K - $9.07K
|
865
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.9K- 16.39% |
$9.17M - $10.8M
|
152K
$53.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
78+ 0.73% |
$23.9K - $28.3K
|
10.8K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-375- 2.45% |
$115K - $136K
|
14.9K
$5.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-97- 1.0% |
$29.8K - $35.2K
|
9.63K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-443- 6.98% |
$136K - $161K
|
5.91K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12+ 0.16% |
$3.68K - $4.35K
|
7.48K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-202- 13.05% |
$62K - $73.3K
|
1.35K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1+ 0.06% |
$307 - $363
|
1.78K
$628K
|