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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.1K+ 57.66% |
$15.8M - $17.8M
|
167K
$58.5M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
836New |
$216K - $243K
|
836
$292K
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
44KNew |
$11.4M - $12.8M
|
44K
$15.4M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.07K- 57.41% |
$534K - $601K
|
1.54K
$537K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
57.7K+ 17.89% |
$14.9M - $16.8M
|
380K
$133M
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
24+ 1.11% |
$6.19K - $6.97K
|
2.19K
$766K
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
75+ 0.9% |
$19.3K - $21.8K
|
8.44K
$2.95M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.94K- 1.21% |
$1.53M - $1.73M
|
485K
$170M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.39K+ 27.73% |
$1.13M - $1.27M
|
20.2K
$7.07M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
840New |
$217K - $244K
|
840
$294K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-12.5K- 99.98% |
$3.22M - $3.63M
|
3
$1.05K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.7KNew |
$3.8M - $4.28M
|
14.7K
$5.16M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.15K+ 83.91% |
$2.36M - $2.66M
|
20K
$7.01M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
74+ 0.3% |
$19.1K - $21.5K
|
24.4K
$8.53M
|
|
May 10, 2024
Q1 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
69.5K+ 152.75% |
$17.9M - $20.2M
|
115K
$40.2M
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.5K- 62.98% |
$387K - $436K
|
883
$309K
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.09% |
$258 - $290
|
1.14K
$397K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.54KNew |
$912K - $1.03M
|
3.54K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
5+ 0.09% |
$1.29K - $1.45K
|
5.31K
$1.86M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-407K- 9.69% |
$105M - $118M
|
3.79M
$1.33B
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 0.12% |
$2.58K - $2.9K
|
8.49K
$2.97M
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
750New |
$193K - $218K
|
750
$262K
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
6KNew |
$1.55M - $1.74M
|
6K
$2.1M
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3+ 0.24% |
$774 - $871
|
1.27K
$445K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-300- 84.03% |
$77.4K - $87.1K
|
57
$19.9K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
52+ 5.71% |
$13.4K - $15.1K
|
962
$337K
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-45- 0.27% |
$11.6K - $13.1K
|
16.4K
$5.73M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48+ 0.22% |
$12.4K - $13.9K
|
22K
$7.7M
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-50- 25.0% |
$12.9K - $14.5K
|
150
$52.5K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$25.8K - $29K
|
100
$35K
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.65K+ 34.94% |
$1.2M - $1.35M
|
17.9K
$6.28M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
115New |
$29.7K - $33.4K
|
115
$40.2K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-968- 3.8% |
$250K - $281K
|
24.5K
$8.58M
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
16.8KNew |
$4.34M - $4.88M
|
16.8K
$5.88M
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
28.9KNew |
$7.46M - $8.4M
|
28.9K
$10.1M
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$1.67M - $1.88M
|
6.49K
$2.27M
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.9K- 4.93% |
$491K - $552K
|
36.6K
$12.8M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.95K+ 6.01% |
$762K - $857K
|
52.1K
$18.2M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
665New |
$172K - $193K
|
665
$233K
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.81K+ 111.81% |
$466K - $525K
|
3.43K
$1.2M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21+ 0.26% |
$5.42K - $6.1K
|
8.18K
$2.86M
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$774K - $871K
|
3K
$1.05M
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.7M - $1.92M
|
6.6K
$2.31M
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-269- 76.2% |
$69.4K - $78.1K
|
84
$29.4K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$582K
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.98K+ 200.46% |
$1.8M - $2.03M
|
10.5K
$3.66M
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4KNew |
$1.03M - $1.16M
|
4K
$1.4M
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-105- 0.27% |
$27.1K - $30.5K
|
38.2K
$13.4M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-2.13K- 17.05% |
$549K - $618K
|
10.4K
$3.62M
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-31- 1.65% |
$8K - $9K
|
1.85K
$647K
|