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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.6% |
$2.28K - $2.62K
|
1.51K
$474K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
8+ 0.23% |
$2.03K - $2.33K
|
3.5K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8+ 0.55% |
$2.03K - $2.33K
|
1.45K
$455K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$2.03K - $2.33K
|
10.7K
$3.36M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8+ 0.47% |
$2.03K - $2.33K
|
1.7K
$531K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.75% |
$2.03K - $2.33K
|
466
$146K
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7+ 0.04% |
$1.78K - $2.04K
|
17.1K
$5.37M
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7+ 0.88% |
$1.78K - $2.04K
|
801
$251K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.63% |
$1.78K - $2.04K
|
436
$137K
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
7+ 0.11% |
$1.78K - $2.04K
|
6.1K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7+ 0.2% |
$1.78K - $2.04K
|
3.43K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.91% |
$1.78K - $2.04K
|
779
$244K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 25.0% |
$1.78K - $2.04K
|
35
$11K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$1.78K - $2.04K
|
992
$311K
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
918
$288K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6+ 0.55% |
$1.52K - $1.75K
|
1.09K
$341K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.03% |
$1.52K - $1.75K
|
17.4K
$5.43M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.31% |
$1.52K - $1.75K
|
1.96K
$613K
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
921
$288K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.13% |
$1.27K - $1.46K
|
3.98K
$1.25M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.28K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5+ 0.1% |
$1.27K - $1.46K
|
5.13K
$1.61M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.76% |
$1.27K - $1.46K
|
666
$209K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.19% |
$1.27K - $1.46K
|
2.63K
$823K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.19% |
$1.27K - $1.46K
|
424
$133K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.15% |
$1.27K - $1.46K
|
3.31K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$1.01K - $1.17K
|
1.43K
$447K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4+ 0.17% |
$1.01K - $1.17K
|
2.41K
$754K
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
4+ 0.34% |
$1.01K - $1.17K
|
1.18K
$370K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.19% |
$1.01K - $1.17K
|
2.1K
$657K
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
4+ 0.06% |
$1.01K - $1.17K
|
6.73K
$2.11M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 0.09% |
$1.01K - $1.17K
|
4.44K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.24% |
$1.01K - $1.17K
|
1.69K
$530K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3+ 0.05% |
$761 - $875
|
6.22K
$1.95M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3+ 0.02% |
$761 - $875
|
12.2K
$3.83M
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$761 - $875
|
2.46K
$771K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3+ 0.16% |
$761 - $875
|
1.87K
$584K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.24% |
$761 - $875
|
1.23K
$385K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.17% |
$761 - $875
|
1.72K
$538K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.03% |
$761 - $875
|
10.7K
$3.34M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.69% |
$761 - $875
|
439
$137K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
3+ 0.34% |
$761 - $875
|
888
$278K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3+ 0.17% |
$761 - $875
|
1.81K
$566K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.5% |
$761 - $875
|
607
$190K
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.3% |
$507 - $583
|
677
$212K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.26% |
$507 - $583
|
766
$240K
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.07% |
$507 - $583
|
2.79K
$873K
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2+ 0.11% |
$507 - $583
|
1.86K
$583K
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.22% |
$507 - $583
|
897
$281K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$507 - $583
|
10.8K
$3.38M
|