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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
450+ 11.66% |
$118K - $127K
|
4.31K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-1- 0.12% |
$262 - $282
|
847
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14- 66.67% |
$3.67K - $3.94K
|
7
$2.15K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-96- 2.08% |
$25.2K - $27K
|
4.52K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$35.2K - $37.7K
|
134
$41.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-4- 0.26% |
$1.05K - $1.13K
|
1.54K
$474K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
922New |
$242K - $260K
|
922
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
7.73K+ 36.83% |
$2.03M - $2.17M
|
28.7K
$8.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-242- 10.82% |
$63.5K - $68.1K
|
2K
$614K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.8K- 5.67% |
$997K - $1.07M
|
63.2K
$19.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
18.9K+ 13.49% |
$4.97M - $5.33M
|
159K
$49.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11KNew |
$2.89M - $3.1M
|
11K
$3.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Nat West Group PLC
|
SELL
|
- |
-9.04K- 26.37% |
$2.37M - $2.55M
|
25.3K
$7.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
SELL
|
- |
-18- 1.73% |
$4.72K - $5.07K
|
1.02K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-325- 21.81% |
$85.3K - $91.5K
|
1.17K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-16- 0.46% |
$4.2K - $4.5K
|
3.48K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.16% |
$1.57K - $1.69K
|
3.68K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
762New |
$200K - $215K
|
762
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-55- 0.89% |
$14.4K - $15.5K
|
6.15K
$1.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-499- 35.54% |
$131K - $140K
|
905
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-30.6K- 5.83% |
$8.03M - $8.61M
|
495K
$152M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
205+ 20.58% |
$53.8K - $57.7K
|
1.2K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
14.4KNew |
$3.78M - $4.05M
|
14.4K
$4.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.42% |
$3.41K - $3.66K
|
926
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
15+ 1.62% |
$3.94K - $4.22K
|
939
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-105- 11.38% |
$27.6K - $29.6K
|
818
$252K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.32% |
$26.2K - $28.2K
|
7.46K
$2.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.04% |
$262 - $282
|
2.6K
$801K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
29+ 1.16% |
$7.61K - $8.16K
|
2.54K
$780K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1- 0.1% |
$262 - $282
|
1.04K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-237- 8.83% |
$62.2K - $66.7K
|
2.45K
$753K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-40- 3.98% |
$10.5K - $11.3K
|
964
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
28+ 3.04% |
$7.35K - $7.88K
|
949
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$6.82K - $7.32K
|
26
$8K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-53- 2.58% |
$13.9K - $14.9K
|
2K
$615K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1- 0.11% |
$262 - $282
|
922
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 1.02% |
$2.62K - $2.82K
|
967
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
100+ 6.98% |
$26.2K - $28.2K
|
1.53K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.57K+ 10.15% |
$412K - $442K
|
17K
$5.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-355- 18.44% |
$93.2K - $99.9K
|
1.57K
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.45KNew |
$381K - $408K
|
1.45K
$446K
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
BUY
|
- |
2.54K+ 1.59% |
$667K - $715K
|
162K
$50M
|
|
|
Jul 16, 2024
Q2 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-7.5K- 8.67% |
$1.97M - $2.11M
|
79K
$24.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-226- 10.96% |
$59.3K - $63.6K
|
1.84K
$565K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-7- 0.84% |
$1.84K - $1.97K
|
824
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
144+ 6.07% |
$37.8K - $40.5K
|
2.52K
$775K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.08% |
$262 - $282
|
1.23K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-10- 0.68% |
$2.62K - $2.82K
|
1.47K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.75K- 68.33% |
$721K - $773K
|
1.27K
$392K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
62.6KNew |
$16.4M - $17.6M
|
62.6K
$19.2M
|