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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.35K+ 3.94% |
$769K - $831K
|
88.4K
$27.2M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.69K- 32.3% |
$387K - $418K
|
3.53K
$1.09M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-433- 0.51% |
$99.4K - $107K
|
85.2K
$26.2M
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
246+ 10.28% |
$56.5K - $61K
|
2.64K
$812K
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
12+ 0.76% |
$2.75K - $2.98K
|
1.59K
$488K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-10- 0.62% |
$2.3K - $2.48K
|
1.61K
$495K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$82.2K - $88.8K
|
358
$110K
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-9- 0.65% |
$2.07K - $2.23K
|
1.38K
$425K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.24KNew |
$744K - $804K
|
3.24K
$997K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$459 - $496
|
2.6K
$799K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.3KNew |
$757K - $819K
|
3.3K
$1.02M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-890- 95.19% |
$204K - $221K
|
45
$13.8K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
54+ 0.16% |
$12.4K - $13.4K
|
34.9K
$10.7M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.4K- 18.02% |
$3.53M - $3.82M
|
69.9K
$21.5M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-49- 6.15% |
$11.2K - $12.2K
|
748
$230K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-521- 5.73% |
$120K - $129K
|
8.57K
$2.64M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2.9KNew |
$666K - $720K
|
2.9K
$892K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
120+ 545.45% |
$27.5K - $29.8K
|
142
$43.7K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
684+ 2.27% |
$157K - $170K
|
30.8K
$9.48M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-86- 7.03% |
$19.7K - $21.3K
|
1.14K
$350K
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.21% |
$9.18K - $9.92K
|
3.26K
$1M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.05KNew |
$241K - $260K
|
1.05K
$322K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
110New |
$25.2K - $27.3K
|
110
$33.8K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
23.4K+ 36.89% |
$5.36M - $5.8M
|
86.7K
$26.7M
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $248
|
14.1K
$4.34M
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
911New |
$209K - $226K
|
911
$280K
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-87- 2.37% |
$20K - $21.6K
|
3.58K
$1.1M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
40+ 1.39% |
$9.18K - $9.92K
|
2.93K
$900K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-285- 5.2% |
$65.4K - $70.7K
|
5.2K
$1.6M
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
25.7K+ 12.89% |
$5.69M - $6.11M
|
225K
$69.4M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
94.5K+ 94.97% |
$20.9M - $22.4M
|
194K
$59.7M
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-8.01K- 15.6% |
$1.77M - $1.9M
|
43.3K
$13.3M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-61K- 43.19% |
$13.5M - $14.5M
|
80.2K
$24.7M
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-79- 69.3% |
$17.5K - $18.8K
|
35
$10.8K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-87.4K- 89.17% |
$19.3M - $20.7M
|
10.6K
$3.26M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9- 0.17% |
$1.99K - $2.14K
|
5.27K
$1.62M
|
|
Aug 15, 2023
Q2 2023
|
Center Lake Capital Management, LLC
New York, NY |
SELL
|
- |
-65K- 72.22% |
$14.4M - $15.4M
|
25K
$7.69M
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-10.4KClosed |
$2.31M - $2.48M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-20.2K- 95.74% |
$4.46M - $4.79M
|
898
$276K
|
|
Aug 14, 2023
Q2 2023
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
57.6KNew |
$12.7M - $13.7M
|
57.6K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
1.33KNew |
$293K - $315K
|
1.33K
$408K
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
5KNew |
$1.11M - $1.19M
|
5K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
410New |
$90.6K - $97.4K
|
410
$126K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-351- 17.64% |
$77.6K - $83.4K
|
1.64K
$504K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
9KNew |
$1.99M - $2.14M
|
9K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
9KNew |
$1.99M - $2.14M
|
9K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-34.5K- 17.68% |
$7.62M - $8.18M
|
160K
$49.4M
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
59.6K+ 309.95% |
$13.2M - $14.2M
|
78.8K
$24.3M
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.65K- 30.29% |
$1.69M - $1.82M
|
17.6K
$5.42M
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 4.15% |
$22.1K - $23.7K
|
2.31K
$710K
|