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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.65K+ 34.94% |
$1.2M - $1.35M
|
17.9K
$5.52M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
115New |
$29.7K - $33.4K
|
115
$35.4K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-968- 3.8% |
$250K - $281K
|
24.5K
$7.55M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
16.8KNew |
$4.34M - $4.88M
|
16.8K
$5.17M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
28.9KNew |
$7.46M - $8.4M
|
28.9K
$8.9M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-125- 14.64% |
$32.2K - $36.3K
|
729
$224K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$1.67M - $1.88M
|
6.49K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
24.5KNew |
$6.32M - $7.11M
|
24.5K
$7.53M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.9K- 4.93% |
$491K - $552K
|
36.6K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.95K+ 6.01% |
$762K - $857K
|
52.1K
$16M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
665New |
$172K - $193K
|
665
$205K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
735New |
$190K - $213K
|
735
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.81K+ 111.81% |
$466K - $525K
|
3.43K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21+ 0.26% |
$5.42K - $6.1K
|
8.18K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$774K - $871K
|
3K
$923K
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
727New |
$188K - $211K
|
727
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.7M - $1.92M
|
6.6K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-17- 0.39% |
$4.39K - $4.94K
|
4.31K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-269- 76.2% |
$69.4K - $78.1K
|
84
$25.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.98K+ 200.46% |
$1.8M - $2.03M
|
10.5K
$3.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7- 0.53% |
$1.81K - $2.03K
|
1.33K
$408K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$2.32K - $2.61K
|
8.53K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4KNew |
$1.03M - $1.16M
|
4K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-105- 0.27% |
$27.1K - $30.5K
|
38.2K
$11.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-2.13K- 17.05% |
$549K - $618K
|
10.4K
$3.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-50- 4.38% |
$12.9K - $14.5K
|
1.09K
$336K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-28- 0.71% |
$7.22K - $8.13K
|
3.9K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-31- 1.65% |
$8K - $9K
|
1.85K
$569K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-17- 0.23% |
$4.39K - $4.94K
|
7.23K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$258 - $290
|
967
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.66K+ 532.15% |
$427K - $481K
|
1.97K
$605K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.17% |
$5.68K - $6.39K
|
12.8K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158+ 4.76% |
$40.8K - $45.9K
|
3.48K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3+ 0.21% |
$774 - $871
|
1.45K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$363K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.03% |
$258 - $290
|
2.88K
$887K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 47.37% |
$2.32K - $2.61K
|
10
$3.08K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-227- 1.66% |
$58.6K - $65.9K
|
13.4K
$4.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-30.3K- 48.26% |
$7.82M - $8.8M
|
32.5K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
221+ 25.49% |
$57K - $64.2K
|
1.09K
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-19.8K- 28.35% |
$5.1M - $5.74M
|
50K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
780+ 6.4% |
$201K - $226K
|
13K
$3.99M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 92.86% |
$16.8K - $18.9K
|
135
$41.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.67K- 15.3% |
$430K - $484K
|
9.24K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-628- 17.31% |
$162K - $182K
|
3K
$923K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-54.3K- 82.65% |
$14M - $15.8M
|
11.4K
$3.51M
|