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 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-35- 0.95% |
$8.88K - $10.2K
|
3.64K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-62- 7.2% |
$15.7K - $18.1K
|
799
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
206+ 4.32% |
$52.3K - $60.1K
|
4.98K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.34KNew |
$340K - $391K
|
1.34K
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.24% |
$254 - $292
|
417
$146K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-158K- 92.22% |
$40M - $45.9M
|
13.3K
$4.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
113+ 1.64% |
$28.7K - $32.9K
|
7.02K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
40+ 0.22% |
$10.1K - $11.7K
|
18.3K
$6.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.06KNew |
$268K - $308K
|
1.06K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.29K- 0.66% |
$328K - $377K
|
195K
$68.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30+ 1.6% |
$7.61K - $8.75K
|
1.9K
$667K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
350+ 3.89% |
$88.8K - $102K
|
9.34K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-549- 11.31% |
$139K - $160K
|
4.3K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 11.88% |
$3.04K - $3.5K
|
113
$39.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
110K+ 2.6% |
$27.9M - $32M
|
4.34M
$1.52B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
500New |
$127K - $146K
|
500
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.6K- 3.91% |
$16.4M - $18.8M
|
1.59M
$557M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
23New |
$5.84K - $6.71K
|
23
$8.07K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
58+ 2.64% |
$14.7K - $16.9K
|
2.26K
$792K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
52+ 0.8% |
$13.2K - $15.2K
|
6.58K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
3.5K+ 45.45% |
$888K - $1.02M
|
11.2K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.69% |
$761 - $875
|
439
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
47.8K+ 31.41% |
$12.1M - $13.9M
|
200K
$70.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-114- 0.79% |
$28.9K - $33.2K
|
14.4K
$5.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
835New |
$212K - $243K
|
835
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.6K- 63.34% |
$406K - $466K
|
926
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-99- 1.82% |
$25.1K - $28.9K
|
5.33K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 6.25% |
$254K - $292K
|
15K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-329- 24.85% |
$83.5K - $95.9K
|
995
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15+ 0.27% |
$3.81K - $4.37K
|
5.5K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
150+ 111.11% |
$38.1K - $43.7K
|
285
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
9+ 1.04% |
$2.28K - $2.62K
|
873
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.3KNew |
$2.11M - $2.42M
|
8.3K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
745New |
$189K - $217K
|
745
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
BUY
|
- |
1+ 0.13% |
$254 - $292
|
798
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-76- 7.48% |
$19.3K - $22.2K
|
940
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
110+ 4.68% |
$27.9K - $32.1K
|
2.46K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 2.52% |
$6.34K - $7.29K
|
969
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
5.34KNew |
$1.35M - $1.56M
|
5.34K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
941New |
$239K - $274K
|
941
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-42- 1.24% |
$10.7K - $12.2K
|
3.35K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-5.32K- 33.36% |
$1.35M - $1.55M
|
10.6K
$3.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
704+ 95.65% |
$179K - $205K
|
1.44K
$505K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
854New |
$217K - $249K
|
854
$300K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
73+ 101.39% |
$18.5K - $21.3K
|
145
$50.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
137+ 25.28% |
$34.8K - $39.9K
|
679
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
1.53K+ 21.6% |
$389K - $447K
|
8.62K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
406+ 12.78% |
$103K - $118K
|
3.58K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 3.7% |
$12.7K - $14.6K
|
1.3K
$457K
|