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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51+ 6.07% |
$15.7K - $18.5K
|
891
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
271+ 11.59% |
$83.2K - $98.3K
|
2.61K
$918K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-1.86K- 1.13% |
$570K - $674K
|
162K
$57.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
606+ 1.33% |
$186K - $220K
|
46.2K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-44.1K- 12.94% |
$13.5M - $16M
|
297K
$104M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
98+ 4.44% |
$30.1K - $35.5K
|
2.31K
$812K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$307 - $363
|
9.54K
$3.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
154+ 4.65% |
$47.3K - $55.9K
|
3.47K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-587- 1.21% |
$180K - $213K
|
48K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
281+ 13.24% |
$86.2K - $102K
|
2.4K
$846K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
127+ 9.26% |
$39K - $46.1K
|
1.5K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2.36K- 2.25% |
$726K - $857K
|
103K
$36.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
10.5K+ 36.06% |
$3.23M - $3.82M
|
39.7K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.6% |
$23.9K - $28.3K
|
13K
$4.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
555+ 20.23% |
$170K - $201K
|
3.3K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-35- 2.29% |
$10.7K - $12.7K
|
1.5K
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
114+ 3.44% |
$35K - $41.3K
|
3.43K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
630New |
$193K - $229K
|
630
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.96K- 2.77% |
$601K - $711K
|
68.7K
$24.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-487- 1.43% |
$149K - $177K
|
33.6K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-41- 1.15% |
$12.6K - $14.9K
|
3.54K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-88- 5.3% |
$27K - $31.9K
|
1.57K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-371- 2.3% |
$114K - $135K
|
15.7K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
28.9K+ 25.54% |
$8.86M - $10.5M
|
142K
$49.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 3.18% |
$15.3K - $18.1K
|
1.52K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10+ 0.36% |
$3.07K - $3.63K
|
2.77K
$974K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
676+ 3.24% |
$207K - $245K
|
21.5K
$7.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
320+ 10.94% |
$98.2K - $116K
|
3.25K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-546- 1.79% |
$168K - $198K
|
30K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
625New |
$192K - $227K
|
625
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.99K- 1.96% |
$610K - $720K
|
99.6K
$35M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.21K- 30.78% |
$677K - $800K
|
4.96K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.93K- 23.0% |
$591K - $699K
|
6.45K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 13.52% |
$672K - $794K
|
14K
$4.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
75+ 5.03% |
$23K - $27.2K
|
1.57K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-12- 0.6% |
$3.68K - $4.35K
|
1.99K
$701K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-707- 2.28% |
$217K - $256K
|
30.3K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.98K+ 297.51% |
$1.83M - $2.17M
|
7.99K
$2.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-695- 7.16% |
$213K - $252K
|
9.02K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-58- 14.99% |
$17.8K - $21K
|
329
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-1K- 17.39% |
$307K - $363K
|
4.76K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-744- 5.07% |
$228K - $270K
|
13.9K
$4.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-715- 43.7% |
$219K - $259K
|
921
$324K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
96+ 2.14% |
$29.5K - $34.8K
|
4.59K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-47- 1.99% |
$14.4K - $17K
|
2.31K
$814K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
101+ 15.05% |
$31K - $36.6K
|
772
$272K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.9K+ 20.23% |
$1.81M - $2.14M
|
35K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-19- 3.07% |
$5.83K - $6.89K
|
600
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$1.84K - $2.18K
|
11.6K
$4.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-75- 0.78% |
$23K - $27.2K
|
9.55K
$3.36M
|