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 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
727New |
$188K - $211K
|
727
$225K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
724New |
$187K - $210K
|
724
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
723New |
$187K - $210K
|
723
$224K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
698+ 21.4% |
$180K - $203K
|
3.96K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
690+ 16.68% |
$178K - $200K
|
4.83K
$1.5M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
665New |
$172K - $193K
|
665
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
544+ 755.56% |
$140K - $158K
|
616
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
398+ 7.66% |
$103K - $116K
|
5.59K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
375+ 29.05% |
$96.7K - $109K
|
1.67K
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$516K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
221+ 25.49% |
$57K - $64.2K
|
1.09K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158+ 4.76% |
$40.8K - $45.9K
|
3.48K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$296K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
139+ 13.5% |
$35.9K - $40.4K
|
1.17K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
131+ 1.74% |
$33.8K - $38K
|
7.68K
$2.38M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
117+ 0.31% |
$30.2K - $34K
|
37.9K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
115New |
$29.7K - $33.4K
|
115
$35.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
106+ 2.23% |
$27.3K - $30.8K
|
4.86K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$25.8K - $29K
|
100
$31K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$25.8K - $29K
|
100
$31K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
84+ 10.45% |
$21.7K - $24.4K
|
888
$275K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
76New |
$19.6K - $22.1K
|
76
$23.6K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
75+ 0.69% |
$19.3K - $21.8K
|
11K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
75+ 0.9% |
$19.3K - $21.8K
|
8.44K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
74+ 0.3% |
$19.1K - $21.5K
|
24.4K
$7.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 92.86% |
$16.8K - $18.9K
|
135
$41.8K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
56New |
$14.4K - $16.3K
|
56
$17.4K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
52+ 5.71% |
$13.4K - $15.1K
|
962
$298K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48+ 0.22% |
$12.4K - $13.9K
|
22K
$6.82M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
42+ 2.29% |
$10.8K - $12.2K
|
1.88K
$582K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
41+ 5.37% |
$10.6K - $11.9K
|
805
$249K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 3.01% |
$10.3K - $11.6K
|
1.37K
$424K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
33+ 3.7% |
$8.51K - $9.58K
|
924
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 1.01% |
$7.74K - $8.71K
|
3.01K
$933K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
27+ 7.94% |
$6.97K - $7.84K
|
367
$114K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
26+ 3.24% |
$6.71K - $7.55K
|
829
$257K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
24+ 1.11% |
$6.19K - $6.97K
|
2.19K
$679K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
22New |
$5.68K - $6.39K
|
22
$6.82K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.17% |
$5.68K - $6.39K
|
12.8K
$3.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21+ 0.26% |
$5.42K - $6.1K
|
8.18K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 1.32% |
$5.42K - $6.1K
|
1.61K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 3.83% |
$3.87K - $4.36K
|
407
$126K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.75% |
$3.87K - $4.36K
|
2.02K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 7.18% |
$3.61K - $4.07K
|
209
$64.8K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 0.12% |
$2.58K - $2.9K
|
8.49K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 1.7% |
$2.06K - $2.32K
|
478
$148K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.81K - $2.03K
|
2.6K
$806K
|