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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
CALL |
1.85KNew |
$425K - $460K
|
1.85K
$651K
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$512K - $553K
|
2.23K
$783K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
242+ 9.61% |
$55.5K - $60K
|
2.76K
$970K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.88KNew |
$430K - $465K
|
1.88K
$659K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
1KNew |
$230K - $248K
|
1K
$351K
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-21- 2.07% |
$4.82K - $5.21K
|
993
$349K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.14KNew |
$719K - $778K
|
3.14K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.68% |
$23K - $24.8K
|
14.5K
$5.09M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-82- 0.41% |
$18.8K - $20.3K
|
20.1K
$7.06M
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
2K+ 100.0% |
$459K - $496K
|
4K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.56MNew |
$358M - $387M
|
1.56M
$547M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-31- 25.62% |
$7.11K - $7.69K
|
90
$31.6K
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
917New |
$210K - $228K
|
917
$322K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$3.44K - $3.72K
|
15
$5.27K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
900New |
$207K - $223K
|
900
$316K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.31K+ 29.33% |
$301K - $326K
|
5.79K
$2.03M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
9New |
$2.07K - $2.23K
|
9
$3.16K
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
10K+ 1.01% |
$2.3M - $2.48M
|
999K
$351M
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.53KNew |
$351K - $379K
|
1.53K
$537K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
126+ 11.97% |
$28.9K - $31.3K
|
1.18K
$414K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-50- 3.49% |
$11.5K - $12.4K
|
1.38K
$485K
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-8.7K- 17.64% |
$2M - $2.16M
|
40.6K
$14.3M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
26.8KNew |
$6.15M - $6.65M
|
26.8K
$9.41M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.68K- 11.67% |
$385K - $416K
|
12.7K
$4.46M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-226- 10.7% |
$51.9K - $56.1K
|
1.89K
$662K
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 1.13% |
$3.67K - $3.97K
|
1.4K
$492K
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-600- 37.66% |
$138K - $149K
|
993
$349K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2+ 0.06% |
$459 - $496
|
3.43K
$1.21M
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-206- 17.61% |
$47.3K - $51.1K
|
964
$339K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-199- 1.07% |
$45.7K - $49.4K
|
18.4K
$6.48M
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-106K- 97.56% |
$24.4M - $26.4M
|
2.66K
$936K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.15K- 6.83% |
$494K - $534K
|
29.3K
$10.3M
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-48- 5.06% |
$11K - $11.9K
|
900
$316K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.35K+ 3.94% |
$769K - $831K
|
88.4K
$31M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.69K- 32.3% |
$387K - $418K
|
3.53K
$1.24M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-433- 0.51% |
$99.4K - $107K
|
85.2K
$29.9M
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
246+ 10.28% |
$56.5K - $61K
|
2.64K
$927K
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
12+ 0.76% |
$2.75K - $2.98K
|
1.59K
$557K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-10- 0.62% |
$2.3K - $2.48K
|
1.61K
$565K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$82.2K - $88.8K
|
358
$126K
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-9- 0.65% |
$2.07K - $2.23K
|
1.38K
$485K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.24KNew |
$744K - $804K
|
3.24K
$1.14M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$459 - $496
|
2.6K
$911K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.3KNew |
$757K - $819K
|
3.3K
$1.16M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-890- 95.19% |
$204K - $221K
|
45
$15.8K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
54+ 0.16% |
$12.4K - $13.4K
|
34.9K
$12.2M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.4K- 18.02% |
$3.53M - $3.82M
|
69.9K
$24.6M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-49- 6.15% |
$11.2K - $12.2K
|
748
$263K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-521- 5.73% |
$120K - $129K
|
8.57K
$3.01M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2.9KNew |
$666K - $720K
|
2.9K
$1.02M
|