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 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
71+ 22.9% |
$16.2K - $18.6K
|
381
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
94+ 66.2% |
$21.5K - $24.7K
|
236
$82.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-198- 0.63% |
$45.3K - $52K
|
31.4K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
300+ 29.94% |
$68.6K - $78.7K
|
1.3K
$457K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-89.1K- 50.87% |
$20.4M - $23.4M
|
86K
$30.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-4.02K- 46.86% |
$921K - $1.06M
|
4.56K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
834New |
$191K - $219K
|
834
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
40New |
$9.15K - $10.5K
|
40
$14K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
61New |
$14K - $16K
|
61
$21.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
999+ 7.03% |
$229K - $262K
|
15.2K
$5.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300New |
$68.6K - $78.7K
|
300
$105K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-700- 8.0% |
$160K - $184K
|
8.05K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-4.74K- 94.8% |
$1.08M - $1.24M
|
260
$91.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.27K+ 6.94% |
$748K - $857K
|
50.4K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-31.7K- 89.3% |
$7.25M - $8.32M
|
3.8K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
82+ 4.25% |
$18.8K - $21.5K
|
2.01K
$707K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-126- 2.98% |
$28.8K - $33.1K
|
4.11K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.58% |
$15.3K - $17.6K
|
1.8K
$633K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
2.7K+ 11.28% |
$618K - $708K
|
26.6K
$9.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
11+ 0.66% |
$2.52K - $2.89K
|
1.67K
$587K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.89K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-226- 2.11% |
$51.7K - $59.3K
|
10.5K
$3.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
163+ 13.77% |
$37.3K - $42.8K
|
1.35K
$473K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$1.37K - $1.57K
|
1.28K
$451K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9.16KNew |
$2.1M - $2.4M
|
9.16K
$3.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4K- 14.13% |
$915K - $1.05M
|
24.3K
$8.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-122- 1.61% |
$27.9K - $32K
|
7.48K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
42+ 4.76% |
$9.61K - $11K
|
925
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-500- 18.05% |
$114K - $131K
|
2.27K
$797K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
788New |
$180K - $207K
|
788
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-25- 0.97% |
$5.72K - $6.56K
|
2.55K
$896K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.13K+ 14.35% |
$258K - $296K
|
8.99K
$3.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-367- 17.76% |
$84K - $96.3K
|
1.7K
$597K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
112+ 4.9% |
$25.6K - $29.4K
|
2.4K
$843K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
PUT |
-5.1K- 72.86% |
$1.17M - $1.34M
|
1.9K
$667K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
789New |
$181K - $207K
|
789
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-116- 8.33% |
$26.5K - $30.4K
|
1.28K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
331+ 17.65% |
$75.7K - $86.8K
|
2.21K
$775K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-352- 2.18% |
$80.5K - $92.4K
|
15.8K
$5.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.29KNew |
$294K - $338K
|
1.29K
$452K
|
|
|
Jan 11, 2024
Q4 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
13.3K+ 265.0% |
$3.03M - $3.48M
|
18.3K
$6.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
385+ 27.68% |
$88.1K - $101K
|
1.78K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-50- 2.22% |
$11.4K - $13.1K
|
2.2K
$773K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.29K+ 19.83% |
$1.21M - $1.39M
|
32K
$11.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
334+ 1.36% |
$76.4K - $87.6K
|
24.9K
$8.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 0.67% |
$5.03K - $5.77K
|
3.27K
$1.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10+ 1.93% |
$2.29K - $2.62K
|
528
$185K
|
|
| Q3 2023 | |||||||
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-800Closed |
$184K - $198K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
16MNew |
$3.67B - $3.97B
|
16M
$5.62B
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.19KNew |
$502K - $543K
|
2.19K
$768K
|
|