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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.29% |
$3.94K - $4.22K
|
5.2K
$1.6M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
85+ 47.49% |
$22.3K - $23.9K
|
264
$81.2K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-40- 1.05% |
$10.5K - $11.3K
|
3.77K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
51New |
$13.4K - $14.4K
|
51
$15.7K
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$286K - $307K
|
1.09K
$335K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-488- 35.91% |
$128K - $137K
|
871
$268K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.25K+ 5.76% |
$853K - $915K
|
59.6K
$18.3M
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-6- 0.16% |
$1.57K - $1.69K
|
3.66K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.93K+ 20.82% |
$507K - $544K
|
11.2K
$3.45M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5- 0.26% |
$1.31K - $1.41K
|
1.9K
$586K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144- 20.11% |
$37.8K - $40.5K
|
572
$176K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
99+ 5.13% |
$26K - $27.9K
|
2.03K
$625K
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-22.5K- 84.15% |
$5.92M - $6.34M
|
4.25K
$1.31M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
80+ 10.74% |
$21K - $22.5K
|
825
$254K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
149New |
$39.1K - $41.9K
|
149
$45.8K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-446- 25.77% |
$117K - $126K
|
1.29K
$395K
|
|
Aug 09, 2024
Q2 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.19% |
$787 - $845
|
1.57K
$483K
|
|
Aug 09, 2024
Q2 2024
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-50K- 38.46% |
$13.1M - $14.1M
|
80K
$24.6M
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-12.7K- 54.86% |
$3.33M - $3.57M
|
10.4K
$3.21M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
152+ 7.53% |
$39.9K - $42.8K
|
2.17K
$668K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.01K- 7.24% |
$1.05M - $1.13M
|
51.3K
$15.8M
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.36K - $2.53K
|
3.59K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.29K- 1.09% |
$339K - $364K
|
117K
$36M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.48% |
$13.9K - $14.9K
|
3.63K
$1.12M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-83- 1.24% |
$21.8K - $23.4K
|
6.62K
$2.04M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.57K- 84.17% |
$938K - $1.01M
|
672
$207K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-7- 4.4% |
$1.84K - $1.97K
|
152
$46.8K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$787 - $845
|
3.14K
$965K
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.6K+ 3.87% |
$419K - $449K
|
42.9K
$13.2M
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-178- 0.74% |
$46.7K - $50.1K
|
23.9K
$7.37M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-66.1K- 20.22% |
$17.4M - $18.6M
|
261K
$80.3M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-100- 8.46% |
$26.2K - $28.2K
|
1.08K
$333K
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-78- 9.12% |
$20.5K - $22K
|
777
$239K
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$286K - $307K
|
1.09K
$335K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-12- 7.59% |
$3.15K - $3.38K
|
146
$44.9K
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
70+ 4.31% |
$18.4K - $19.7K
|
1.7K
$522K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 500.0% |
$2.62K - $2.82K
|
12
$3.69K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$1.05K - $1.13K
|
10.8K
$3.33M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-733- 37.88% |
$192K - $206K
|
1.2K
$370K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-278- 0.86% |
$73K - $78.3K
|
32K
$9.85M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-990- 37.95% |
$260K - $279K
|
1.62K
$498K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
34+ 1.91% |
$8.92K - $9.57K
|
1.82K
$559K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
245+ 3.37% |
$64.3K - $69K
|
7.51K
$2.31M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8+ 0.89% |
$2.1K - $2.25K
|
903
$278K
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
791+ 9.57% |
$208K - $223K
|
9.06K
$2.79M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.24K- 7.02% |
$1.9M - $2.04M
|
95.8K
$29.5M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9- 2.05% |
$2.36K - $2.53K
|
430
$132K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.33K+ 21.93% |
$1.92M - $2.06M
|
40.7K
$12.5M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.38K+ 142.86% |
$362K - $388K
|
2.35K
$722K
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 8.57% |
$3.94K - $4.22K
|
160
$49.2K
|