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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
243New |
$74.6K - $88.1K
|
243
$85.2K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
240+ 3.95% |
$73.7K - $87.1K
|
6.31K
$2.21M
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
239+ 0.19% |
$73.4K - $86.7K
|
128K
$44.9M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
238+ 25.08% |
$73K - $86.3K
|
1.19K
$416K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
237+ 4.62% |
$72.7K - $86K
|
5.37K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
235+ 2.35% |
$72.1K - $85.2K
|
10.3K
$3.59M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 10.34% |
$71.8K - $84.9K
|
2.5K
$876K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
234+ 0.47% |
$71.8K - $84.9K
|
49.9K
$17.5M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 0.43% |
$71.8K - $84.9K
|
55.2K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
231+ 8.46% |
$70.9K - $83.8K
|
2.96K
$1.04M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
229+ 2.71% |
$70.3K - $83.1K
|
8.69K
$3.05M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
229+ 3.39% |
$70.3K - $83.1K
|
6.99K
$2.45M
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
227+ 2.06% |
$69.7K - $82.3K
|
11.2K
$3.94M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
226+ 9.27% |
$69.4K - $82K
|
2.66K
$933K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
225+ 28.99% |
$69.1K - $81.6K
|
1K
$351K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
224+ 0.34% |
$68.8K - $81.2K
|
66K
$23.1M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
224+ 5.81% |
$68.8K - $81.2K
|
4.08K
$1.43M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
220+ 21.38% |
$67.5K - $79.8K
|
1.25K
$438K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
220+ 8.26% |
$67.5K - $79.8K
|
2.89K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
218+ 26.68% |
$66.9K - $79.1K
|
1.04K
$363K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
217+ 2.99% |
$66.6K - $78.7K
|
7.48K
$2.62M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
216+ 4.2% |
$66.3K - $78.3K
|
5.36K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
216+ 4.11% |
$66.3K - $78.3K
|
5.47K
$1.92M
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 2.49% |
$66.3K - $78.3K
|
8.88K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
215+ 16.28% |
$66K - $78K
|
1.54K
$538K
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
215+ 0.26% |
$66K - $78K
|
82.5K
$28.9M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
213+ 7.24% |
$65.4K - $77.3K
|
3.16K
$1.11M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
212+ 9.6% |
$65.1K - $76.9K
|
2.42K
$848K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
211+ 2.77% |
$64.8K - $76.5K
|
7.82K
$2.74M
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
211+ 5.26% |
$64.8K - $76.5K
|
4.22K
$1.48M
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
210+ 0.87% |
$64.5K - $76.2K
|
24.5K
$8.57M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
210+ 4.41% |
$64.5K - $76.2K
|
4.97K
$1.74M
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
209+ 1.25% |
$64.1K - $75.8K
|
17K
$5.95M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
209+ 18.06% |
$64.1K - $75.8K
|
1.37K
$479K
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
208+ 27.73% |
$63.8K - $75.4K
|
958
$336K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
207+ 31.22% |
$63.5K - $75.1K
|
870
$305K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
203+ 8.16% |
$62.3K - $73.6K
|
2.69K
$943K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
201+ 20.79% |
$61.7K - $72.9K
|
1.17K
$409K
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
201+ 1.22% |
$61.7K - $72.9K
|
16.7K
$5.85M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
201+ 47.18% |
$61.7K - $72.9K
|
627
$220K
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
201+ 1.27% |
$61.7K - $72.9K
|
16K
$5.62M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
201+ 13.18% |
$61.7K - $72.9K
|
1.73K
$605K
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
200New |
$61.4K - $72.5K
|
200
$70.1K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
200+ 3.41% |
$61.4K - $72.5K
|
6.06K
$2.13M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200+ 1.26% |
$61.4K - $72.5K
|
16.1K
$5.65M
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 5.68% |
$61.4K - $72.5K
|
3.72K
$1.3M
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
200+ 15.71% |
$61.4K - $72.5K
|
1.47K
$516K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
199+ 17.83% |
$61.1K - $72.2K
|
1.32K
$461K
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
199+ 1.77% |
$61.1K - $72.2K
|
11.4K
$4M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
198+ 3.04% |
$60.8K - $71.8K
|
6.72K
$2.36M
|