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 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
14.5K+ 9.04% |
$3.97M - $4.65M
|
175K
$61.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-268- 4.84% |
$73.4K - $86K
|
5.27K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.23KNew |
$335K - $393K
|
1.23K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.21K- 76.31% |
$606K - $710K
|
687
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
515New |
$141K - $165K
|
515
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-49- 1.68% |
$13.4K - $15.7K
|
2.87K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.67KNew |
$457K - $535K
|
1.67K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
930New |
$255K - $298K
|
930
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-25- 3.32% |
$6.85K - $8.02K
|
728
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
115+ 12.86% |
$31.5K - $36.9K
|
1.01K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
254+ 22.78% |
$69.6K - $81.5K
|
1.37K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.67KNew |
$1.83M - $2.14M
|
6.67K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$4.93K - $5.78K
|
18
$6.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
139+ 31.24% |
$38.1K - $44.6K
|
584
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
124+ 7.39% |
$34K - $39.8K
|
1.8K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-93- 10.99% |
$25.5K - $29.8K
|
753
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
195+ 10.55% |
$53.4K - $62.6K
|
2.04K
$717K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.15K+ 309.56% |
$1.41M - $1.65M
|
6.82K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
645New |
$177K - $207K
|
645
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-8- 0.54% |
$2.19K - $2.57K
|
1.47K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.16KNew |
$592K - $694K
|
2.16K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.99KNew |
$1.64M - $1.92M
|
5.99K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
216+ 0.34% |
$59.2K - $69.3K
|
63.6K
$22.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-141- 17.67% |
$38.6K - $45.2K
|
657
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-800- 52.29% |
$219K - $257K
|
730
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-7.75K- 32.89% |
$2.12M - $2.49M
|
15.8K
$5.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
870New |
$238K - $279K
|
870
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12- 5.48% |
$3.29K - $3.85K
|
207
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 17.65% |
$4.93K - $5.78K
|
84
$29.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.09K- 21.29% |
$299K - $350K
|
4.04K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
5.13KNew |
$1.41M - $1.65M
|
5.13K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
856New |
$234K - $275K
|
856
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-25- 2.68% |
$6.85K - $8.02K
|
908
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
621New |
$170K - $199K
|
621
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$274 - $321
|
5.61K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 17.14% |
$1.64K - $1.93K
|
29
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 32.12% |
$41.1K - $48.1K
|
317
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
724New |
$198K - $232K
|
724
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
462+ 4.44% |
$127K - $148K
|
10.9K
$3.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.4K- 9.45% |
$1.48M - $1.73M
|
51.8K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
58+ 0.28% |
$15.9K - $18.6K
|
20.7K
$7.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
846New |
$232K - $271K
|
846
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
18.5K+ 49.74% |
$5.07M - $5.94M
|
55.7K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
634New |
$174K - $203K
|
634
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-18- 0.35% |
$4.93K - $5.78K
|
5.06K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
337+ 1.77% |
$92.3K - $108K
|
19.4K
$6.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
174+ 17.23% |
$47.7K - $55.8K
|
1.18K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-35- 1.52% |
$9.59K - $11.2K
|
2.26K
$793K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
167+ 17.71% |
$45.7K - $53.6K
|
1.11K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-959- 0.37% |
$263K - $308K
|
259K
$91M
|