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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.15K+ 83.91% |
$2.36M - $2.66M
|
20K
$7.17M
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8KNew |
$2.06M - $2.32M
|
8K
$2.86M
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.98K+ 200.46% |
$1.8M - $2.03M
|
10.5K
$3.75M
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.7M - $1.92M
|
6.6K
$2.36M
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$1.67M - $1.88M
|
6.49K
$2.32M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.48K+ 619.89% |
$1.67M - $1.88M
|
7.53K
$2.69M
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
6KNew |
$1.55M - $1.74M
|
6K
$2.15M
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.65K+ 34.94% |
$1.2M - $1.35M
|
17.9K
$6.42M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.39K+ 27.73% |
$1.13M - $1.27M
|
20.2K
$7.23M
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
4.12K+ 124.82% |
$1.06M - $1.2M
|
7.42K
$2.65M
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4KNew |
$1.03M - $1.16M
|
4K
$1.43M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.87KNew |
$999K - $1.12M
|
3.87K
$1.39M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.54KNew |
$912K - $1.03M
|
3.54K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$774K - $871K
|
3K
$1.07M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.95K+ 6.01% |
$762K - $857K
|
52.1K
$18.6M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.93KNew |
$756K - $851K
|
2.93K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.14KNew |
$551K - $621K
|
2.14K
$765K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$541K - $609K
|
2.1K
$750K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.93KNew |
$498K - $560K
|
1.93K
$690K
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.81K+ 111.81% |
$466K - $525K
|
3.43K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.55KNew |
$400K - $450K
|
1.55K
$555K
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$309K - $348K
|
1.2K
$429K
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.06KNew |
$274K - $309K
|
1.06K
$380K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 56.48% |
$246K - $277K
|
2.64K
$946K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
910+ 0.43% |
$235K - $264K
|
213K
$76M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
840New |
$217K - $244K
|
840
$301K
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
836New |
$216K - $243K
|
836
$299K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
805+ 7.5% |
$208K - $234K
|
11.5K
$4.13M
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
801+ 68.0% |
$207K - $233K
|
1.98K
$708K
|
|
Aug 08, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
800New |
$206K - $232K
|
800
$286K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
750New |
$193K - $218K
|
750
$268K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
690+ 16.68% |
$178K - $200K
|
4.83K
$1.73M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
665New |
$172K - $193K
|
665
$238K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
544+ 755.56% |
$140K - $158K
|
616
$220K
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
543+ 26.62% |
$140K - $158K
|
2.58K
$924K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.77M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$595K
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$422K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
168New |
$43.3K - $48.8K
|
168
$60.1K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158+ 4.76% |
$40.8K - $45.9K
|
3.48K
$1.24M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.8M
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$342K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
131+ 1.74% |
$33.8K - $38K
|
7.68K
$2.75M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
115New |
$29.7K - $33.4K
|
115
$41.1K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$25.8K - $29K
|
100
$35.8K
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
75+ 0.9% |
$19.3K - $21.8K
|
8.44K
$3.02M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
74+ 0.3% |
$19.1K - $21.5K
|
24.4K
$8.72M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
56New |
$14.4K - $16.3K
|
56
$20K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
52+ 5.71% |
$13.4K - $15.1K
|
962
$344K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48+ 0.22% |
$12.4K - $13.9K
|
22K
$7.87M
|