Latest Institutional Purchases of Visa Inc. (V)
This list provides information on the latest institutional transactions involving Visa Inc. (V) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
198+ 21.57% |
$60.8K - $71.8K
|
1.12K
$393K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
198+ 7.21% |
$60.8K - $71.8K
|
2.95K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197+ 3.25% |
$60.5K - $71.5K
|
6.26K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
196New |
$60.2K - $71.1K
|
196
$69K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
195+ 6.85% |
$59.8K - $70.7K
|
3.04K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
194+ 9.55% |
$59.5K - $70.4K
|
2.23K
$783K
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
192+ 3.2% |
$58.9K - $69.6K
|
6.19K
$2.18M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
192+ 3.91% |
$58.9K - $69.6K
|
5.1K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
192+ 5.12% |
$58.9K - $69.6K
|
3.95K
$1.39M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
190+ 12.09% |
$58.3K - $68.9K
|
1.76K
$620K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
189+ 3.24% |
$58K - $68.6K
|
6.03K
$2.12M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
186+ 2.6% |
$57.1K - $67.5K
|
7.33K
$2.58M
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
185+ 4.66% |
$56.8K - $67.1K
|
4.16K
$1.46M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
184+ 5.83% |
$56.5K - $66.7K
|
3.34K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 0.44% |
$55.2K - $65.3K
|
41K
$14.4M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
180+ 4.92% |
$55.2K - $65.3K
|
3.84K
$1.35M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
179+ 0.53% |
$54.9K - $64.9K
|
34K
$12M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
176+ 1.86% |
$54K - $63.8K
|
9.63K
$3.39M
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
175+ 2.21% |
$53.7K - $63.5K
|
8.09K
$2.85M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
175+ 6.81% |
$53.7K - $63.5K
|
2.74K
$965K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
174+ 14.32% |
$53.4K - $63.1K
|
1.39K
$489K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
173New |
$53.1K - $62.7K
|
173
$60.9K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
173+ 7.68% |
$53.1K - $62.7K
|
2.43K
$853K
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
172+ 1.85% |
$52.8K - $62.4K
|
9.49K
$3.34M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
172+ 3.25% |
$52.8K - $62.4K
|
5.46K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
171+ 0.47% |
$52.5K - $62K
|
36.4K
$12.8M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
166+ 0.07% |
$50.9K - $60.2K
|
249K
$87.7M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
166+ 4.1% |
$50.9K - $60.2K
|
4.22K
$1.48M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
166+ 21.96% |
$50.9K - $60.2K
|
922
$324K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
164+ 6.67% |
$50.3K - $59.5K
|
2.62K
$923K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
163+ 2.76% |
$50K - $59.1K
|
6.07K
$2.14M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.78% |
$49.4K - $58.4K
|
20.7K
$7.3M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
161+ 7.66% |
$49.4K - $58.4K
|
2.26K
$796K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
160+ 20.08% |
$49.1K - $58K
|
957
$337K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
160+ 2.57% |
$49.1K - $58K
|
6.38K
$2.25M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
159+ 0.51% |
$48.8K - $57.7K
|
31.2K
$11M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
159+ 3.3% |
$48.8K - $57.7K
|
4.97K
$1.75M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
159+ 2.84% |
$48.8K - $57.7K
|
5.76K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
159+ 3.95% |
$48.8K - $57.7K
|
4.19K
$1.47M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
158+ 3.1% |
$48.5K - $57.3K
|
5.26K
$1.85M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
158+ 3.07% |
$48.5K - $57.3K
|
5.31K
$1.87M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
158+ 10.54% |
$48.5K - $57.3K
|
1.66K
$583K
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
158+ 7.3% |
$48.5K - $57.3K
|
2.32K
$817K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
156+ 3.45% |
$47.9K - $56.6K
|
4.68K
$1.65M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
156+ 16.97% |
$47.9K - $56.6K
|
1.08K
$378K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
154+ 6.2% |
$47.3K - $55.9K
|
2.64K
$928K
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
154+ 1.48% |
$47.3K - $55.9K
|
10.6K
$3.73M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
154+ 0.44% |
$47.3K - $55.9K
|
35.5K
$12.5M
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
154+ 4.65% |
$47.3K - $55.9K
|
3.47K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
153+ 2.14% |
$47K - $55.5K
|
7.31K
$2.57M
|