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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$1.53K - $1.81K
|
3.68K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
624New |
$192K - $226K
|
624
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.96K+ 5.07% |
$908K - $1.07M
|
61.3K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
394+ 3.14% |
$121K - $143K
|
12.9K
$4.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
15+ 0.3% |
$4.6K - $5.44K
|
5.08K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-261- 1.98% |
$80.1K - $94.7K
|
12.9K
$4.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-125- 6.93% |
$38.4K - $45.3K
|
1.68K
$591K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 2.25% |
$10.7K - $12.7K
|
1.59K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
621+ 22.7% |
$191K - $225K
|
3.36K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.55K- 8.56% |
$477K - $564K
|
16.6K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
819+ 25.01% |
$251K - $297K
|
4.09K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-7.29K- 12.28% |
$2.24M - $2.65M
|
52.1K
$18.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
153+ 4.89% |
$47K - $55.5K
|
3.28K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8K+ 8.7% |
$3.31M - $3.91M
|
135K
$47.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.46K+ 116.05% |
$754K - $892K
|
4.58K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.28K- 11.5% |
$1.01M - $1.19M
|
25.3K
$8.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-170- 8.26% |
$52.2K - $61.7K
|
1.89K
$665K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.31K+ 7.8% |
$1.01M - $1.2M
|
45.7K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
20+ 0.31% |
$6.14K - $7.25K
|
6.46K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
762+ 122.9% |
$234K - $276K
|
1.38K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-14.9K- 2.33% |
$4.56M - $5.39M
|
624K
$220M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
293+ 22.08% |
$89.9K - $106K
|
1.62K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.37K- 2.62% |
$2.26M - $2.67M
|
274K
$96.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-902- 5.75% |
$277K - $327K
|
14.8K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
23+ 1.2% |
$7.06K - $8.34K
|
1.93K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.22K- 7.15% |
$375K - $443K
|
15.9K
$5.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-25- 3.63% |
$7.67K - $9.07K
|
664
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
11.1KNew |
$3.4M - $4.02M
|
11.1K
$3.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
610+ 1.61% |
$187K - $221K
|
38.5K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-3.36K- 1.31% |
$1.03M - $1.22M
|
253K
$89.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-573- 6.87% |
$176K - $208K
|
7.76K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
771+ 5.21% |
$237K - $280K
|
15.6K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.31% |
$2.15K - $2.54K
|
2.27K
$799K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-453- 7.21% |
$139K - $164K
|
5.83K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
291+ 0.39% |
$89.3K - $106K
|
75.4K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.64K- 27.9% |
$1.12M - $1.32M
|
9.41K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.68K- 5.71% |
$516K - $610K
|
27.8K
$9.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 3.05% |
$13.8K - $16.3K
|
1.52K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 0.79% |
$9.21K - $10.9K
|
3.84K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.87K+ 25.0% |
$880K - $1.04M
|
14.3K
$5.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.59% |
$14.4K - $17K
|
8.06K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-283- 2.52% |
$86.9K - $103K
|
10.9K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4+ 1.65% |
$1.23K - $1.45K
|
247
$86.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
104+ 4.5% |
$31.9K - $37.7K
|
2.41K
$849K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-265- 15.26% |
$81.3K - $96.1K
|
1.47K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 2.03% |
$12.3K - $14.5K
|
1.93K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.85K+ 93.76% |
$567K - $670K
|
3.82K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.37K+ 130.88% |
$420K - $497K
|
2.42K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
330+ 30.96% |
$101K - $120K
|
1.4K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$307 - $363
|
4.93K
$1.73M
|