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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
143+ 19.22% |
$39.2K - $45.9K
|
887
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-48.7K- 97.4% |
$13.3M - $15.6M
|
1.3K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6- 0.42% |
$1.64K - $1.93K
|
1.41K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 2.24% |
$15.6K - $18.3K
|
2.6K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-20- 0.08% |
$5.48K - $6.42K
|
23.6K
$8.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-7.93K- 44.91% |
$2.17M - $2.55M
|
9.73K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 8.64% |
$10.4K - $12.2K
|
478
$168K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3- 0.25% |
$822 - $963
|
1.2K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
92.3KNew |
$25.3M - $29.6M
|
92.3K
$32.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
675New |
$185K - $217K
|
675
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
26.5K+ 185.3% |
$7.25M - $8.5M
|
40.8K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-19- 6.51% |
$5.2K - $6.1K
|
273
$96.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-50- 0.68% |
$13.7K - $16K
|
7.32K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
672New |
$184K - $216K
|
672
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-4- 0.1% |
$1.1K - $1.28K
|
4.05K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-506- 3.22% |
$139K - $162K
|
15.2K
$5.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$23.6K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
700New |
$192K - $225K
|
700
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
750New |
$205K - $241K
|
750
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
612New |
$168K - $196K
|
612
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-63- 0.31% |
$17.3K - $20.2K
|
20K
$7.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.47% |
$3.56K - $4.17K
|
2.76K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.74K- 2.34% |
$478K - $560K
|
72.9K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
688New |
$188K - $221K
|
688
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-6- 0.15% |
$1.64K - $1.93K
|
3.93K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
179+ 23.58% |
$49K - $57.4K
|
938
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.76% |
$27.4K - $32.1K
|
13.3K
$4.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
656New |
$180K - $211K
|
656
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
143+ 11.09% |
$39.2K - $45.9K
|
1.43K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
65.5KNew |
$17.9M - $21M
|
65.5K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
200+ 1.09% |
$54.8K - $64.2K
|
18.5K
$6.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-235- 8.79% |
$64.4K - $75.4K
|
2.44K
$857K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-796- 12.62% |
$218K - $255K
|
5.51K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
645New |
$177K - $207K
|
645
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
681New |
$187K - $219K
|
681
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
500New |
$137K - $160K
|
500
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 6.38% |
$27.4K - $32.1K
|
1.67K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-28.3K- 7.58% |
$7.75M - $9.08M
|
345K
$121M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-88- 6.58% |
$24.1K - $28.2K
|
1.25K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 0.74% |
$3.56K - $4.17K
|
1.74K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-300- 30.0% |
$82.2K - $96.3K
|
700
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
734New |
$201K - $236K
|
734
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
182+ 21.26% |
$49.8K - $58.4K
|
1.04K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.37K - $1.6K
|
2.76K
$970K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2+ 0.26% |
$548 - $642
|
781
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
900New |
$246K - $289K
|
900
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-42- 5.04% |
$11.5K - $13.5K
|
791
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130+ 113.04% |
$35.6K - $41.7K
|
245
$86.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-26K- 32.91% |
$7.12M - $8.34M
|
53K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-26- 0.3% |
$7.12K - $8.34K
|
8.65K
$3.04M
|