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 |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-434- 4.43% |
$119K - $139K
|
9.37K
$3.4M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80- 5.03% |
$21.9K - $25.7K
|
1.51K
$547K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.42KNew |
$664K - $778K
|
2.42K
$879K
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
637New |
$174K - $204K
|
637
$231K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-786- 4.73% |
$215K - $252K
|
15.8K
$5.74M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.55% |
$3.83K - $4.49K
|
2.56K
$930K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.15K- 0.77% |
$315K - $369K
|
148K
$53.7M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-58- 0.46% |
$15.9K - $18.6K
|
12.6K
$4.56M
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
10.1KNew |
$2.77M - $3.25M
|
10.1K
$3.67M
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
844New |
$231K - $271K
|
844
$306K
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.49K- 3.57% |
$408K - $478K
|
40.2K
$14.6M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-185- 16.0% |
$50.7K - $59.4K
|
971
$352K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.88K- 44.19% |
$515K - $603K
|
2.37K
$861K
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-7.09K- 57.43% |
$1.94M - $2.28M
|
5.26K
$1.91M
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.64K- 4.27% |
$449K - $526K
|
36.7K
$13.3M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-338- 1.68% |
$92.6K - $108K
|
19.7K
$7.15M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-249- 4.44% |
$68.2K - $79.9K
|
5.35K
$1.94M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
60+ 0.36% |
$16.4K - $19.3K
|
16.6K
$6.03M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.24K- 70.43% |
$1.98M - $2.32M
|
3.04K
$1.1M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-592- 23.81% |
$162K - $190K
|
1.89K
$687K
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.64K+ 16.03% |
$449K - $527K
|
11.9K
$4.31M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30+ 0.76% |
$8.22K - $9.63K
|
4K
$1.45M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.85KNew |
$779K - $913K
|
2.85K
$1.03M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
88+ 0.2% |
$24.1K - $28.2K
|
43.5K
$15.8M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 0.82% |
$20.5K - $24.1K
|
9.11K
$3.31M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
909New |
$249K - $292K
|
909
$330K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
559+ 25.58% |
$153K - $179K
|
2.74K
$995K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-157- 1.39% |
$43K - $50.4K
|
11.1K
$4.04M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.47K+ 46.92% |
$2.59M - $3.04M
|
29.7K
$10.8M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-75- 27.68% |
$20.5K - $24.1K
|
196
$71.1K
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
903+ 124.04% |
$247K - $290K
|
1.63K
$592K
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$340K - $398K
|
1.24K
$450K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
1.76KNew |
$483K - $566K
|
1.76K
$639K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.83K- 20.18% |
$1.6M - $1.87M
|
23.1K
$8.36M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.95K- 8.81% |
$534K - $626K
|
20.2K
$7.33M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.7K- 59.7% |
$4.86M - $5.7M
|
12K
$4.35M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-29.4K- 81.76% |
$8.04M - $9.43M
|
6.55K
$2.38M
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-355- 2.34% |
$97.2K - $114K
|
14.8K
$5.37M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.23KNew |
$336K - $393K
|
1.23K
$445K
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-173- 2.55% |
$47.4K - $55.5K
|
6.62K
$2.4M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.4KNew |
$2.3M - $2.7M
|
8.4K
$3.05M
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
1.07K+ 5.16% |
$294K - $344K
|
21.8K
$7.92M
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
34.1K+ 5791.34% |
$9.34M - $10.9M
|
34.7K
$12.6M
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-33.7K- 4.54% |
$9.23M - $10.8M
|
708K
$257M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
986+ 2.82% |
$270K - $316K
|
35.9K
$13M
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.16% |
$2.46K - $2.89K
|
5.8K
$2.1M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
574New |
$157K - $184K
|
574
$208K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.48KNew |
$1.5M - $1.76M
|
5.48K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
5.52K+ 5.31% |
$1.51M - $1.77M
|
109K
$39.7M
|
|
Feb 14, 2025
Q4 2024
|
Voyager Global Management LP
New York, NY |
SELL
|
- |
-725K- 63.88% |
$199M - $233M
|
410K
$149M
|