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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.42K+ 2.54% |
$471K - $509K
|
57.3K
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
765+ 1.47% |
$254K - $275K
|
52.8K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-138- 2.24% |
$45.8K - $49.5K
|
6.04K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
19+ 7.69% |
$6.31K - $6.82K
|
266
$86.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.38% |
$11.6K - $12.6K
|
2.58K
$840K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
437+ 22.62% |
$145K - $157K
|
2.37K
$772K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
100New |
$33.2K - $35.9K
|
100
$32.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.78KNew |
$592K - $639K
|
1.78K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
146+ 0.22% |
$48.5K - $52.4K
|
66.6K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
243+ 10.69% |
$80.7K - $87.2K
|
2.52K
$820K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-66- 7.13% |
$21.9K - $23.7K
|
860
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.46K- 21.91% |
$2.15M - $2.32M
|
23K
$7.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 0.59% |
$5.98K - $6.46K
|
3.02K
$985K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-983- 1.28% |
$326K - $353K
|
75.8K
$24.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
588+ 23.68% |
$195K - $211K
|
3.07K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
4.27KNew |
$1.42M - $1.53M
|
4.27K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
172+ 3.82% |
$57.1K - $61.7K
|
4.67K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
267+ 3.03% |
$88.7K - $95.8K
|
9.09K
$2.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.02% |
$332 - $359
|
6.45K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-25- 1.79% |
$8.3K - $8.97K
|
1.37K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.32K- 1.84% |
$440K - $475K
|
70.7K
$23M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
471+ 1.96% |
$156K - $169K
|
24.5K
$7.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
216+ 5.05% |
$71.7K - $77.5K
|
4.49K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-29- 1.57% |
$9.63K - $10.4K
|
1.82K
$594K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
272+ 8.38% |
$90.3K - $97.6K
|
3.52K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
848+ 59.68% |
$282K - $304K
|
2.27K
$739K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.28K- 48.47% |
$756K - $817K
|
2.42K
$788K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-1.37K- 5.51% |
$455K - $492K
|
23.5K
$7.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
131+ 1.88% |
$43.5K - $47K
|
7.1K
$2.31M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-345- 24.13% |
$115K - $124K
|
1.09K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
103+ 4.14% |
$34.2K - $37K
|
2.59K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.85% |
$8.97K - $9.69K
|
3.2K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
10+ 0.82% |
$3.32K - $3.59K
|
1.23K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-319- 2.51% |
$106K - $114K
|
12.4K
$4.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-239- 2.33% |
$79.4K - $85.8K
|
10K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-441- 8.65% |
$146K - $158K
|
4.66K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.89K- 1.73% |
$1.96M - $2.11M
|
334K
$109M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
703+ 1.25% |
$233K - $252K
|
56.8K
$18.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 1.53% |
$6.64K - $7.18K
|
1.29K
$419K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-26.7K- 5.4% |
$8.86M - $9.57M
|
467K
$152M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
318+ 1.43% |
$106K - $114K
|
22.6K
$7.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
223+ 5.67% |
$74.1K - $80K
|
4.15K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-216- 18.32% |
$71.7K - $77.5K
|
963
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
66+ 3.7% |
$21.9K - $23.7K
|
1.85K
$602K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-25- 0.45% |
$8.3K - $8.97K
|
5.51K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
25.5KNew |
$8.46M - $9.14M
|
25.5K
$8.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-38.2K- 57.4% |
$12.7M - $13.7M
|
28.4K
$9.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.05K+ 18.59% |
$350K - $378K
|
6.72K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.22K+ 1.09% |
$405K - $437K
|
113K
$36.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18+ 1.9% |
$5.98K - $6.46K
|
967
$315K
|
|