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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
103+ 10.57% |
$31.6K - $37.4K
|
1.08K
$377K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
102+ 6.95% |
$31.3K - $37K
|
1.57K
$550K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
101+ 0.51% |
$31K - $36.6K
|
19.8K
$6.95M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
101+ 1.13% |
$31K - $36.6K
|
9K
$3.16M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
101+ 15.05% |
$31K - $36.6K
|
772
$271K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
100New |
$30.7K - $36.3K
|
100
$35.1K
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
100+ 15.04% |
$30.7K - $36.3K
|
765
$268K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
100+ 2.63% |
$30.7K - $36.3K
|
3.9K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 1.15% |
$30.7K - $36.3K
|
8.81K
$3.09M
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 9.35% |
$30.7K - $36.3K
|
1.17K
$410K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
99+ 2.92% |
$30.4K - $35.9K
|
3.49K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
98+ 12.17% |
$30.1K - $35.5K
|
903
$317K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
98+ 5.15% |
$30.1K - $35.5K
|
2K
$702K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
98+ 4.44% |
$30.1K - $35.5K
|
2.31K
$809K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
97+ 1.57% |
$29.8K - $35.2K
|
6.29K
$2.2M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
97+ 3.27% |
$29.8K - $35.2K
|
3.06K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
96+ 1.51% |
$29.5K - $34.8K
|
6.45K
$2.26M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
96+ 2.14% |
$29.5K - $34.8K
|
4.59K
$1.61M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
95+ 0.22% |
$29.2K - $34.5K
|
44.1K
$15.5M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
95+ 3.16% |
$29.2K - $34.5K
|
3.11K
$1.09M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
95+ 7.67% |
$29.2K - $34.5K
|
1.33K
$468K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 7.34% |
$28.9K - $34.1K
|
1.38K
$482K
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
94+ 14.05% |
$28.9K - $34.1K
|
763
$267K
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
93+ 1.83% |
$28.5K - $33.7K
|
5.18K
$1.82M
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
93+ 0.59% |
$28.5K - $33.7K
|
16K
$5.59M
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 1.28% |
$28.5K - $33.7K
|
7.36K
$2.58M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.89% |
$28.2K - $33.4K
|
10.5K
$3.67M
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
91+ 1.78% |
$27.9K - $33K
|
5.21K
$1.83M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
91+ 12.41% |
$27.9K - $33K
|
824
$289K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
91+ 15.96% |
$27.9K - $33K
|
661
$232K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
91+ 3.61% |
$27.9K - $33K
|
2.61K
$915K
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
91+ 9.73% |
$27.9K - $33K
|
1.03K
$360K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
91+ 10.31% |
$27.9K - $33K
|
974
$341K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
90+ 6.81% |
$27.6K - $32.6K
|
1.41K
$495K
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
90+ 10.0% |
$27.6K - $32.6K
|
990
$347K
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
88+ 5.61% |
$27K - $31.9K
|
1.66K
$581K
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
88+ 12.14% |
$27K - $31.9K
|
813
$285K
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
86+ 0.82% |
$26.4K - $31.2K
|
10.5K
$3.69M
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
86+ 4.37% |
$26.4K - $31.2K
|
2.05K
$720K
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
86+ 5.39% |
$26.4K - $31.2K
|
1.68K
$590K
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
86+ 1.66% |
$26.4K - $31.2K
|
5.27K
$1.85M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
84+ 1.77% |
$25.8K - $30.5K
|
4.82K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
84+ 3.69% |
$25.8K - $30.5K
|
2.36K
$827K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 0.65% |
$25.5K - $30.1K
|
12.9K
$4.54M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
83+ 7.01% |
$25.5K - $30.1K
|
1.27K
$444K
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
83+ 0.97% |
$25.5K - $30.1K
|
8.62K
$3.02M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
82+ 0.59% |
$25.2K - $29.7K
|
14.1K
$4.93M
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
81+ 4.75% |
$24.9K - $29.4K
|
1.79K
$626K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
81+ 11.89% |
$24.9K - $29.4K
|
762
$267K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
81+ 5.68% |
$24.9K - $29.4K
|
1.51K
$528K
|