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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
830+ 4.26% |
$227K - $266K
|
20.3K
$6.7M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
824New |
$226K - $264K
|
824
$272K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
800+ 17.41% |
$219K - $257K
|
5.4K
$1.78M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
792+ 0.54% |
$217K - $254K
|
146K
$48.3M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
785New |
$215K - $252K
|
785
$259K
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
782New |
$214K - $251K
|
782
$258K
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
776+ 1.63% |
$213K - $249K
|
48.3K
$15.9M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
774+ 65.48% |
$212K - $248K
|
1.96K
$646K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
770+ 5.53% |
$211K - $247K
|
14.7K
$4.85M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
766+ 1.33% |
$210K - $246K
|
58.3K
$19.3M
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
763+ 7.56% |
$209K - $245K
|
10.9K
$3.58M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
754+ 1.24% |
$206K - $242K
|
61.3K
$20.3M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
748+ 57.14% |
$205K - $240K
|
2.06K
$679K
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
747New |
$205K - $240K
|
747
$247K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
740+ 6.42% |
$203K - $237K
|
12.3K
$4.05M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 9.34% |
$202K - $237K
|
8.65K
$2.86M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
739+ 98.01% |
$202K - $237K
|
1.49K
$493K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
735New |
$201K - $236K
|
735
$243K
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
735New |
$201K - $236K
|
735
$243K
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
734New |
$201K - $236K
|
734
$242K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
730+ 0.63% |
$200K - $234K
|
117K
$38.5M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
726+ 4.1% |
$199K - $233K
|
18.4K
$6.08M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
725+ 1.42% |
$199K - $233K
|
51.9K
$17.1M
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
721New |
$197K - $231K
|
721
$238K
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
717+ 11.86% |
$196K - $230K
|
6.76K
$2.23M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
716New |
$196K - $230K
|
716
$236K
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
716New |
$196K - $230K
|
716
$236K
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
712New |
$195K - $228K
|
712
$235K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
712New |
$195K - $228K
|
712
$235K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
708New |
$194K - $227K
|
708
$234K
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
704New |
$193K - $226K
|
704
$232K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
704+ 21.12% |
$193K - $226K
|
4.04K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
700New |
$192K - $225K
|
700
$231K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
694New |
$190K - $223K
|
694
$229K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
691New |
$189K - $222K
|
691
$228K
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
688New |
$188K - $221K
|
688
$227K
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
687New |
$188K - $220K
|
687
$227K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
687+ 9.7% |
$188K - $220K
|
7.77K
$2.56M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
681New |
$187K - $219K
|
681
$225K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 4.45% |
$185K - $217K
|
15.9K
$5.25M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
675New |
$185K - $217K
|
675
$223K
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
675New |
$185K - $217K
|
675
$223K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
672+ 8.23% |
$184K - $216K
|
8.84K
$2.92M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
671New |
$184K - $215K
|
671
$222K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
671New |
$184K - $215K
|
671
$222K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
669New |
$183K - $215K
|
669
$221K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
668+ 1.06% |
$183K - $214K
|
63.6K
$21M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
667+ 5.62% |
$183K - $214K
|
12.5K
$4.14M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
660New |
$181K - $212K
|
660
$218K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
659New |
$180K - $211K
|
659
$218K
|