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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.17% |
$5.68K - $6.39K
|
12.8K
$4.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158+ 4.76% |
$40.8K - $45.9K
|
3.48K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3+ 0.21% |
$774 - $871
|
1.45K
$507K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-30.3K- 48.26% |
$7.82M - $8.8M
|
32.5K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.67K- 15.3% |
$430K - $484K
|
9.24K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-628- 17.31% |
$162K - $182K
|
3K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-54.3K- 82.65% |
$14M - $15.8M
|
11.4K
$3.99M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
33.3KNew |
$8.59M - $9.66M
|
33.3K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$541K - $609K
|
2.1K
$734K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 56.48% |
$246K - $277K
|
2.64K
$925K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
801+ 68.0% |
$207K - $233K
|
1.98K
$692K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
805+ 7.5% |
$208K - $234K
|
11.5K
$4.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.47K- 0.57% |
$1.15M - $1.3M
|
779K
$272M
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-1.21K- 12.58% |
$313K - $352K
|
8.43K
$2.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.87KNew |
$999K - $1.12M
|
3.87K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
544+ 755.56% |
$140K - $158K
|
616
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.48K+ 619.89% |
$1.67M - $1.88M
|
7.53K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
690+ 16.68% |
$178K - $200K
|
4.83K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19.3K+ 200.19% |
$4.99M - $5.62M
|
29K
$10.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.81K - $2.03K
|
2.6K
$910K
|
|
|
Apr 10, 2024
Q1 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-9.4K- 20.58% |
$2.43M - $2.73M
|
36.3K
$12.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-85- 2.95% |
$21.9K - $24.7K
|
2.79K
$977K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.76% |
$12.9K - $14.5K
|
2.79K
$975K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-379K- 3.19% |
$86.6M - $99.3M
|
11.5M
$4.02B
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
825New |
$189K - $216K
|
825
$289K
|
|
|
Jun 07, 2024
Q4 2023
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
25.3KNew |
$5.79M - $6.64M
|
25.3K
$8.85M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
CALL |
1.3KNew |
$297K - $341K
|
1.3K
$455K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.02KNew |
$232K - $266K
|
1.02K
$355K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
10.1KNew |
$2.31M - $2.65M
|
10.1K
$3.54M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.61KNew |
$368K - $422K
|
1.61K
$562K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
95New |
$21.7K - $24.9K
|
95
$33.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
208+ 20800.0% |
$47.6K - $54.6K
|
209
$73.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
775New |
$177K - $203K
|
775
$271K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
509New |
$116K - $134K
|
509
$178K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-15- 0.36% |
$3.43K - $3.94K
|
4.13K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
900New |
$206K - $236K
|
900
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-16.7K- 80.84% |
$3.82M - $4.38M
|
3.96K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
D1 Capital Partners L.P.
New York, NY |
SELL
|
- |
-346K- 53.11% |
$79.2M - $90.8M
|
305K
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
900New |
$206K - $236K
|
900
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
5K+ 5.32% |
$1.14M - $1.31M
|
99K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
179KNew |
$40.9M - $46.9M
|
179K
$62.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
800New |
$183K - $210K
|
800
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1- 50.0% |
$229 - $262
|
1
$350
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
23.8KNew |
$5.45M - $6.24M
|
23.8K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-895- 22.35% |
$205K - $235K
|
3.11K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
107KNew |
$24.5M - $28.1M
|
107K
$37.5M
|
|