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 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-11- 0.04% |
$3.39K - $4.11K
|
30.6K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
148+ 2.92% |
$45.6K - $55.2K
|
5.22K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
167+ 13.1% |
$51.5K - $62.3K
|
1.44K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.11% |
$617 - $747
|
1.82K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-14.1K- 1.89% |
$4.36M - $5.28M
|
734K
$257M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
611+ 62.54% |
$188K - $228K
|
1.59K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
220+ 2.81% |
$67.8K - $82.1K
|
8.06K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-154- 1.03% |
$47.5K - $57.5K
|
14.8K
$5.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 6.48% |
$92.5K - $112K
|
4.33K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 1.03% |
$14.5K - $17.5K
|
4.59K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
28.9K+ 203.21% |
$8.89M - $10.8M
|
43K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-161- 1.52% |
$49.6K - $60.1K
|
10.4K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-116- 16.43% |
$35.8K - $43.3K
|
590
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-42- 1.23% |
$12.9K - $15.7K
|
3.37K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-308- 1.74% |
$94.9K - $115K
|
17.4K
$6.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-437- 14.02% |
$135K - $163K
|
2.68K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
901+ 24.05% |
$278K - $336K
|
4.65K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
11.2KNew |
$3.46M - $4.19M
|
11.2K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
27+ 0.5% |
$8.32K - $10.1K
|
5.41K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.96% |
$348K - $421K
|
37K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 2.28% |
$29.3K - $35.5K
|
4.26K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.79K- 2.81% |
$1.48M - $1.79M
|
166K
$58M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.05K+ 168.87% |
$323K - $391K
|
1.67K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-83- 3.81% |
$25.6K - $31K
|
2.1K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.29K- 62.64% |
$706K - $855K
|
1.37K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-214- 21.66% |
$66K - $79.9K
|
774
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
95+ 2.72% |
$29.3K - $35.5K
|
3.59K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
176+ 0.5% |
$54.3K - $65.7K
|
35.5K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-62- 2.77% |
$19.1K - $23.1K
|
2.18K
$762K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
893+ 3.03% |
$275K - $333K
|
30.4K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
22+ 0.72% |
$6.78K - $8.21K
|
3.09K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-135- 4.05% |
$41.6K - $50.4K
|
3.2K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-307- 20.03% |
$94.6K - $115K
|
1.23K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-15- 0.41% |
$4.62K - $5.6K
|
3.68K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3+ 0.02% |
$925 - $1.12K
|
12.5K
$4.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-62- 1.66% |
$19.1K - $23.1K
|
3.67K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 1.31% |
$10.8K - $13.1K
|
2.64K
$923K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-378- 8.67% |
$117K - $141K
|
3.98K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.3% |
$12.9K - $15.7K
|
13.8K
$4.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
270+ 0.74% |
$83.2K - $101K
|
36.8K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
460+ 27.93% |
$142K - $172K
|
2.11K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
78+ 6.6% |
$24K - $29.1K
|
1.26K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-29- 2.11% |
$8.94K - $10.8K
|
1.35K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-383- 32.85% |
$118K - $143K
|
783
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.99K+ 7.25% |
$614K - $744K
|
29.5K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
72+ 6.35% |
$22.2K - $26.9K
|
1.21K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 0.08% |
$7.09K - $8.59K
|
28.5K
$9.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.28K+ 22.43% |
$1.01M - $1.22M
|
17.9K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-114- 2.03% |
$35.1K - $42.6K
|
5.51K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-12- 1.43% |
$3.7K - $4.48K
|
826
$289K
|