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 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
609New |
$139K - $160K
|
609
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
595+ 15.34% |
$136K - $156K
|
4.48K
$1.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
509New |
$116K - $134K
|
509
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
410+ 18.02% |
$93.8K - $108K
|
2.69K
$961K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 1.98% |
$93.1K - $107K
|
20.9K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
400+ 2.24% |
$91.5K - $105K
|
18.2K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
375New |
$85.8K - $98.4K
|
375
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
335New |
$76.7K - $87.9K
|
335
$120K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
334+ 1.36% |
$76.4K - $87.6K
|
24.9K
$8.92M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
331+ 17.65% |
$75.7K - $86.8K
|
2.21K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
300New |
$68.6K - $78.7K
|
300
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
300+ 29.94% |
$68.6K - $78.7K
|
1.3K
$466K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300New |
$68.6K - $78.7K
|
300
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
275New |
$62.9K - $72.2K
|
275
$98.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
227New |
$51.9K - $59.6K
|
227
$81.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
210New |
$48.1K - $55.1K
|
210
$75.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
208+ 20800.0% |
$47.6K - $54.6K
|
209
$74.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
192+ 4.76% |
$43.9K - $50.4K
|
4.22K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
178+ 4.52% |
$40.7K - $46.7K
|
4.11K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 12.07% |
$37.3K - $42.8K
|
1.51K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
158+ 2.89% |
$36.2K - $41.5K
|
5.63K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
153New |
$35K - $40.1K
|
153
$54.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
112+ 4.9% |
$25.6K - $29.4K
|
2.4K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
CALL |
100New |
$22.9K - $26.2K
|
100
$35.8K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
95New |
$21.7K - $24.9K
|
95
$34K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
82+ 5.59% |
$18.8K - $21.5K
|
1.55K
$554K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
82+ 4.25% |
$18.8K - $21.5K
|
2.01K
$720K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
71+ 22.9% |
$16.2K - $18.6K
|
381
$136K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
61New |
$14K - $16K
|
61
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
53New |
$12.1K - $13.9K
|
53
$19K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
44New |
$10.1K - $11.5K
|
44
$15.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
42+ 4.76% |
$9.61K - $11K
|
925
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
33+ 3.26% |
$7.55K - $8.66K
|
1.04K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
11+ 0.66% |
$2.52K - $2.89K
|
1.67K
$598K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10+ 1.93% |
$2.29K - $2.62K
|
528
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$229 - $262
|
3.89K
$1.39M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.56MNew |
$358M - $387M
|
1.56M
$557M
|
|
|
Nov 14, 2023
Q3 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
37.8KNew |
$8.68M - $9.39M
|
37.8K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
28K+ 213.74% |
$6.43M - $6.95M
|
41.1K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Xn LP
New York, NY |
BUY
|
- |
27.1K+ 14.82% |
$6.23M - $6.74M
|
210K
$75.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
26.8KNew |
$6.15M - $6.65M
|
26.8K
$9.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
23.4K+ 36.89% |
$5.36M - $5.8M
|
86.7K
$31M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
18.3K+ 792.19% |
$4.19M - $4.53M
|
20.6K
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
17.3K+ 102.74% |
$3.98M - $4.3M
|
34.2K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
15.3KNew |
$3.5M - $3.78M
|
15.3K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
14KNew |
$3.21M - $3.47M
|
14K
$5.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
10K+ 1.01% |
$2.3M - $2.48M
|
999K
$358M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.3M - $2.48M
|
10K
$3.58M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$1.95M - $2.11M
|
8.5K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
4.25K+ 6.06% |
$976K - $1.06M
|
74.4K
$26.6M
|
|