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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
410+ 18.02% |
$93.8K - $108K
|
2.69K
$826K
|
|
Feb 13, 2024
Q4 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-14.5K- 48.33% |
$3.32M - $3.8M
|
15.5K
$4.77M
|
|
Feb 13, 2024
Q4 2023
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-49.8K- 40.46% |
$11.4M - $13.1M
|
73.2K
$22.5M
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
249+ 1.12% |
$57K - $65.3K
|
22.6K
$6.94M
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.69KNew |
$615K - $705K
|
2.69K
$827K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
53.3KNew |
$12.2M - $14M
|
53.3K
$16.4M
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
962New |
$220K - $252K
|
962
$296K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
800+ 80.0% |
$183K - $210K
|
1.8K
$554K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
300New |
$68.6K - $78.7K
|
300
$92.3K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.17% |
$458 - $525
|
1.18K
$364K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
22+ 1.93% |
$5.03K - $5.77K
|
1.16K
$358K
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.22KNew |
$736K - $844K
|
3.22K
$990K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
22.7KNew |
$5.18M - $5.94M
|
22.7K
$6.97M
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-266- 41.05% |
$60.9K - $69.8K
|
382
$118K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-27- 0.56% |
$6.18K - $7.08K
|
4.77K
$1.47M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-5.87K- 10.72% |
$1.34M - $1.54M
|
48.9K
$15M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.74K+ 5.05% |
$399K - $458K
|
36.3K
$11.2M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 12.07% |
$37.3K - $42.8K
|
1.51K
$466K
|
|
Feb 08, 2024
Q4 2023
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
BUY
|
- |
29.6KNew |
$6.78M - $7.77M
|
29.6K
$9.11M
|
|
Feb 08, 2024
Q4 2023
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-133- 5.02% |
$30.4K - $34.9K
|
2.52K
$775K
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-32.4K- 83.0% |
$7.41M - $8.5M
|
6.64K
$2.04M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
275New |
$62.9K - $72.2K
|
275
$84.6K
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-88- 8.38% |
$20.1K - $23.1K
|
962
$296K
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
CALL |
100New |
$22.9K - $26.2K
|
100
$30.8K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.53% |
$1.37K - $1.57K
|
1.14K
$351K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
44New |
$10.1K - $11.5K
|
44
$13.5K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
244New |
$55.8K - $64K
|
244
$75.1K
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82+ 5.59% |
$18.8K - $21.5K
|
1.55K
$477K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-99- 4.41% |
$22.7K - $26K
|
2.15K
$660K
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16.9KNew |
$3.87M - $4.43M
|
16.9K
$5.2M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
697+ 14.98% |
$159K - $183K
|
5.35K
$1.65M
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
400+ 2.24% |
$91.5K - $105K
|
18.2K
$5.62M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
609New |
$139K - $160K
|
609
$187K
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-562- 40.09% |
$129K - $147K
|
840
$258K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
158+ 2.89% |
$36.2K - $41.5K
|
5.63K
$1.73M
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 1.98% |
$93.1K - $107K
|
20.9K
$6.44M
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.37K- 2.56% |
$313K - $359K
|
52.2K
$16.1M
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.59K- 53.74% |
$1.05M - $1.2M
|
3.95K
$1.21M
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8- 0.43% |
$1.83K - $2.1K
|
1.85K
$570K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
1.37K+ 116.81% |
$313K - $359K
|
2.54K
$782K
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.7K- 11.11% |
$389K - $446K
|
13.6K
$4.18M
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
335New |
$76.7K - $87.9K
|
335
$103K
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
178+ 4.52% |
$40.7K - $46.7K
|
4.11K
$1.27M
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
71+ 22.9% |
$16.2K - $18.6K
|
381
$117K
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
94+ 66.2% |
$21.5K - $24.7K
|
236
$72.6K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-198- 0.63% |
$45.3K - $52K
|
31.4K
$9.66M
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
300+ 29.94% |
$68.6K - $78.7K
|
1.3K
$401K
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-89.1K- 50.87% |
$20.4M - $23.4M
|
86K
$26.5M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-4.02K- 46.86% |
$921K - $1.06M
|
4.56K
$1.4M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
834New |
$191K - $219K
|
834
$257K
|