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
|
Gator Capital Management, LLC
|
BUY
|
- |
105+ 4.59% |
$28.8K - $33.7K
|
2.39K
$838K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
103New |
$28.2K - $33.1K
|
103
$36.1K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
101New |
$27.7K - $32.4K
|
101
$35.4K
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.76% |
$27.4K - $32.1K
|
13.3K
$4.66M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100+ 6.38% |
$27.4K - $32.1K
|
1.67K
$585K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
99+ 7.28% |
$27.1K - $31.8K
|
1.46K
$511K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
99+ 11.76% |
$27.1K - $31.8K
|
941
$330K
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
89+ 6.73% |
$24.4K - $28.6K
|
1.41K
$495K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
89+ 25.43% |
$24.4K - $28.6K
|
439
$154K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
88+ 0.2% |
$24.1K - $28.2K
|
43.5K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
83+ 1.16% |
$22.7K - $26.6K
|
7.24K
$2.54M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
83+ 377.27% |
$22.7K - $26.6K
|
105
$36.8K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 4.01% |
$22.2K - $26K
|
2.1K
$736K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$22.2K - $26K
|
81
$28.4K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$23.5K
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
62+ 1.48% |
$17K - $19.9K
|
4.24K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 10.0% |
$16.4K - $19.3K
|
660
$231K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
58+ 0.28% |
$15.9K - $18.6K
|
20.7K
$7.25M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 2.24% |
$15.6K - $18.3K
|
2.6K
$911K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$11K - $12.8K
|
40
$14K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 8.64% |
$10.4K - $12.2K
|
478
$168K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
36New |
$9.86K - $11.6K
|
36
$12.6K
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
36+ 4.93% |
$9.86K - $11.6K
|
766
$268K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.08% |
$9.59K - $11.2K
|
611
$214K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
34New |
$9.31K - $10.9K
|
34
$11.9K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33+ 2.24% |
$9.04K - $10.6K
|
1.5K
$527K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
33+ 2.92% |
$9.04K - $10.6K
|
1.16K
$408K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
27+ 0.33% |
$7.39K - $8.66K
|
8.22K
$2.88M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$4.93K - $5.78K
|
18
$6.31K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.26% |
$4.93K - $5.78K
|
813
$285K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
16+ 0.54% |
$4.38K - $5.13K
|
2.96K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
16+ 0.02% |
$4.38K - $5.13K
|
69.2K
$24.3M
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16+ 1.49% |
$4.38K - $5.13K
|
1.09K
$382K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 2.58% |
$4.11K - $4.81K
|
596
$209K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.97% |
$3.56K - $4.17K
|
1.36K
$477K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.47% |
$3.56K - $4.17K
|
2.76K
$966K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.96% |
$3.29K - $3.85K
|
1.26K
$442K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 4.03% |
$2.74K - $3.21K
|
258
$90.4K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
9New |
$2.46K - $2.89K
|
9
$3.15K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8New |
$2.19K - $2.57K
|
8
$2.8K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 2.94% |
$1.37K - $1.6K
|
175
$61.3K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.37K - $1.6K
|
2.76K
$967K
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
2+ 0.29% |
$548 - $642
|
702
$246K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.3% |
$548 - $642
|
668
$234K
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$548 - $642
|
8.88K
$3.11M
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2+ 0.26% |
$548 - $642
|
781
$274K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.13% |
$274 - $321
|
800
$280K
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.05% |
$274 - $321
|
1.99K
$696K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1+ 0.01% |
$274 - $321
|
14.4K
$5.03M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.08% |
$274 - $321
|
1.27K
$445K
|