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 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26+ 1.63% |
$7.98K - $9.43K
|
1.62K
$569K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
26+ 1.59% |
$7.98K - $9.43K
|
1.66K
$585K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
26+ 1.29% |
$7.98K - $9.43K
|
2.05K
$721K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26+ 63.41% |
$7.98K - $9.43K
|
67
$23.6K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
24+ 2.48% |
$7.37K - $8.71K
|
990
$348K
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
24+ 0.53% |
$7.37K - $8.71K
|
4.59K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23+ 0.13% |
$7.06K - $8.34K
|
17.6K
$6.2M
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
23+ 0.13% |
$7.06K - $8.34K
|
17.3K
$6.09M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$7.06K - $8.34K
|
23
$8.09K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
23+ 1.94% |
$7.06K - $8.34K
|
1.21K
$424K
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
23+ 1.2% |
$7.06K - $8.34K
|
1.93K
$680K
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
22+ 0.07% |
$6.75K - $7.98K
|
32.7K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 0.47% |
$6.75K - $7.98K
|
4.68K
$1.65M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
22+ 3.36% |
$6.75K - $7.98K
|
677
$238K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
22+ 0.54% |
$6.75K - $7.98K
|
4.06K
$1.43M
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
21+ 1.1% |
$6.45K - $7.62K
|
1.92K
$676K
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21+ 0.23% |
$6.45K - $7.62K
|
9.03K
$3.18M
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
21+ 0.52% |
$6.45K - $7.62K
|
4.08K
$1.43M
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
21+ 0.89% |
$6.45K - $7.62K
|
2.38K
$839K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
20+ 2.4% |
$6.14K - $7.25K
|
854
$300K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 1.11% |
$6.14K - $7.25K
|
1.81K
$638K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
20+ 2.94% |
$6.14K - $7.25K
|
700
$246K
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
20+ 2.82% |
$6.14K - $7.25K
|
730
$257K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
20+ 1.39% |
$6.14K - $7.25K
|
1.46K
$514K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 200.0% |
$6.14K - $7.25K
|
30
$10.6K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20+ 0.98% |
$6.14K - $7.25K
|
2.05K
$722K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
20+ 0.31% |
$6.14K - $7.25K
|
6.46K
$2.27M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.32% |
$5.83K - $6.89K
|
6.04K
$2.12M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
19+ 4.75% |
$5.83K - $6.89K
|
419
$147K
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
18+ 0.38% |
$5.52K - $6.53K
|
4.7K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.64% |
$5.52K - $6.53K
|
2.85K
$1M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.05% |
$5.52K - $6.53K
|
34.7K
$12.2M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
18+ 1.83% |
$5.52K - $6.53K
|
999
$352K
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18+ 1.85% |
$5.52K - $6.53K
|
992
$349K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18+ 0.29% |
$5.52K - $6.53K
|
6.12K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
17+ 0.65% |
$5.22K - $6.17K
|
2.63K
$924K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
17+ 1.1% |
$5.22K - $6.17K
|
1.57K
$551K
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.26% |
$5.22K - $6.17K
|
6.44K
$2.27M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17+ 0.07% |
$5.22K - $6.17K
|
25.8K
$9.09M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17+ 0.62% |
$5.22K - $6.17K
|
2.77K
$975K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
17+ 1.16% |
$5.22K - $6.17K
|
1.49K
$523K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
17+ 0.5% |
$5.22K - $6.17K
|
3.44K
$1.21M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$5.22K - $6.17K
|
17
$5.98K
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 1.26% |
$4.91K - $5.8K
|
1.29K
$453K
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
16+ 0.89% |
$4.91K - $5.8K
|
1.82K
$641K
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
16+ 0.89% |
$4.91K - $5.8K
|
1.81K
$638K
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
16+ 1.87% |
$4.91K - $5.8K
|
873
$307K
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
15+ 1.97% |
$4.6K - $5.44K
|
778
$274K
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
15+ 1.37% |
$4.6K - $5.44K
|
1.11K
$389K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 5.34% |
$4.6K - $5.44K
|
296
$104K
|