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 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.65% |
$8.9K - $10.5K
|
4.46K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
146+ 0.59% |
$44.8K - $53K
|
25.1K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
74+ 4.17% |
$22.7K - $26.8K
|
1.85K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
142+ 0.11% |
$43.6K - $51.5K
|
126K
$44.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-887- 3.38% |
$272K - $322K
|
25.4K
$8.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
652+ 1.67% |
$200K - $236K
|
39.7K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
538+ 484.68% |
$165K - $195K
|
649
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-53.2K- 93.56% |
$16.3M - $19.3M
|
3.66K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
154+ 0.44% |
$47.3K - $55.9K
|
35.5K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
161+ 7.66% |
$49.4K - $58.4K
|
2.26K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-151- 1.48% |
$46.3K - $54.8K
|
10K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
80+ 8.74% |
$24.6K - $29K
|
995
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6K- 2.74% |
$1.84M - $2.18M
|
213K
$75.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-159- 4.12% |
$48.8K - $57.7K
|
3.7K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-63- 4.36% |
$19.3K - $22.9K
|
1.38K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
210+ 4.41% |
$64.5K - $76.2K
|
4.97K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-147- 5.0% |
$45.1K - $53.3K
|
2.79K
$983K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
590New |
$181K - $214K
|
590
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11- 0.37% |
$3.38K - $3.99K
|
3K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
825+ 18.59% |
$253K - $299K
|
5.26K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
55New |
$16.9K - $19.9K
|
55
$19.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$307 - $363
|
3.12K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
345+ 19.08% |
$106K - $125K
|
2.15K
$758K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
600New |
$184K - $218K
|
600
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
78+ 4.62% |
$23.9K - $28.3K
|
1.77K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23- 0.53% |
$7.06K - $8.34K
|
4.33K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-129- 1.24% |
$39.6K - $46.8K
|
10.3K
$3.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6- 0.22% |
$1.84K - $2.18K
|
2.72K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
59+ 1.53% |
$18.1K - $21.4K
|
3.93K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
156+ 16.97% |
$47.9K - $56.6K
|
1.08K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 5.68% |
$61.4K - $72.5K
|
3.72K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-159- 1.47% |
$48.8K - $57.7K
|
10.6K
$3.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-463- 18.62% |
$142K - $168K
|
2.02K
$712K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-368- 5.07% |
$113K - $133K
|
6.89K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-5- 0.07% |
$1.53K - $1.81K
|
6.75K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-210- 16.18% |
$64.5K - $76.2K
|
1.09K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-432- 14.4% |
$133K - $157K
|
2.57K
$904K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-187- 4.53% |
$57.4K - $67.8K
|
3.94K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-774- 11.84% |
$238K - $281K
|
5.76K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-329- 3.23% |
$101K - $119K
|
9.84K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.43% |
$307 - $363
|
236
$83K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-17- 0.3% |
$5.22K - $6.17K
|
5.62K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 5.34% |
$390K - $461K
|
22.5K
$7.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.46K - $2.9K
|
1.67K
$587K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 1.02% |
$92.7K - $110K
|
29.2K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
38+ 4.92% |
$11.7K - $13.8K
|
811
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.93K- 2.32% |
$593K - $700K
|
81.3K
$28.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
200+ 15.71% |
$61.4K - $72.5K
|
1.47K
$518K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26+ 63.41% |
$7.98K - $9.43K
|
67
$23.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
113+ 4.59% |
$34.7K - $41K
|
2.58K
$906K
|