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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
81+ 1.08% |
$22.2K - $26K
|
7.6K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 4.01% |
$22.2K - $26K
|
2.1K
$736K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 0.54% |
$22.2K - $26K
|
15.2K
$5.32M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
81+ 7.19% |
$22.2K - $26K
|
1.21K
$423K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
81+ 5.4% |
$22.2K - $26K
|
1.58K
$554K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$28.4K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 2.18% |
$22.2K - $26K
|
3.79K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 2.4% |
$21.9K - $25.7K
|
3.41K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80+ 0.55% |
$21.9K - $25.7K
|
14.6K
$5.13M
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
80+ 0.47% |
$21.9K - $25.7K
|
17.2K
$6.03M
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
80+ 2.21% |
$21.9K - $25.7K
|
3.7K
$1.3M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
80+ 8.39% |
$21.9K - $25.7K
|
1.03K
$362K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
80+ 2.77% |
$21.9K - $25.7K
|
2.97K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
79+ 0.1% |
$21.6K - $25.4K
|
79.8K
$28M
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
79+ 1.13% |
$21.6K - $25.4K
|
7.08K
$2.48M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
79+ 0.83% |
$21.6K - $25.4K
|
9.57K
$3.35M
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
78+ 2.08% |
$21.4K - $25K
|
3.82K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
78+ 3.24% |
$21.4K - $25K
|
2.48K
$871K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
78+ 1.11% |
$21.4K - $25K
|
7.1K
$2.49M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
78+ 0.8% |
$21.4K - $25K
|
9.77K
$3.43M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$643K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
76+ 1.07% |
$20.8K - $24.4K
|
7.15K
$2.51M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
75+ 8.71% |
$20.5K - $24.1K
|
936
$328K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 5.38% |
$20.5K - $24.1K
|
1.47K
$514K
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
74+ 7.65% |
$20.3K - $23.7K
|
1.04K
$365K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
74+ 2.92% |
$20.3K - $23.7K
|
2.61K
$914K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
73+ 8.29% |
$20K - $23.4K
|
954
$334K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.45% |
$20K - $23.4K
|
16.2K
$5.69M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
73+ 2.91% |
$20K - $23.4K
|
2.58K
$905K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
72+ 4.8% |
$19.7K - $23.1K
|
1.57K
$551K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
72+ 0.66% |
$19.7K - $23.1K
|
11.1K
$3.88M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 1.7% |
$19.2K - $22.5K
|
4.2K
$1.47M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
69+ 0.21% |
$18.9K - $22.1K
|
32.6K
$11.4M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 1.63% |
$18.9K - $22.1K
|
4.29K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
68+ 8.6% |
$18.6K - $21.8K
|
859
$301K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.24% |
$18.6K - $21.8K
|
2.16K
$758K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
67+ 2.13% |
$18.3K - $21.5K
|
3.21K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
67+ 1.98% |
$18.3K - $21.5K
|
3.45K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.41% |
$18.3K - $21.5K
|
16.3K
$5.71M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$23.5K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
66+ 8.59% |
$18.1K - $21.2K
|
834
$292K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
66+ 6.29% |
$18.1K - $21.2K
|
1.12K
$391K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
66+ 2.59% |
$18.1K - $21.2K
|
2.61K
$916K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 3.61% |
$18.1K - $21.2K
|
1.89K
$663K
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
65+ 1.04% |
$17.8K - $20.9K
|
6.29K
$2.2M
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
65+ 1.22% |
$17.8K - $20.9K
|
5.4K
$1.89M
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
64+ 3.88% |
$17.5K - $20.5K
|
1.71K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
63+ 2.51% |
$17.3K - $20.2K
|
2.57K
$900K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.19% |
$17.3K - $20.2K
|
33K
$11.6M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
63+ 3.08% |
$17.3K - $20.2K
|
2.11K
$738K
|