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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
66+ 0.44% |
$14.6K - $15.7K
|
15.2K
$5.3M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
48New |
$10.6K - $11.4K
|
48
$16.7K
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
42+ 18.42% |
$9.28K - $9.97K
|
270
$94K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
38+ 1.38% |
$8.4K - $9.02K
|
2.79K
$971K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$3.32K - $3.56K
|
3.15K
$1.1M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 4.44% |
$884 - $950
|
94
$32.7K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2+ 0.2% |
$442 - $475
|
1K
$348K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.26% |
$221 - $237
|
383
$133K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.17% |
$221 - $237
|
598
$208K
|
|
Q1 2023 | |||||||
Dec 14, 2023
Q1 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
310K+ 36.59% |
$64.4M - $71.8M
|
1.16M
$403M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
280KNew |
$58.1M - $64.8M
|
280K
$97.5M
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
CALL |
150KNew |
$31.1M - $34.7M
|
150K
$52.2M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
108KNew |
$22.3M - $24.9M
|
108K
$37.4M
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
50.5KNew |
$10.5M - $11.7M
|
50.5K
$17.6M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
48.9K+ 179.76% |
$10.2M - $11.3M
|
76.2K
$26.5M
|
|
May 15, 2023
Q1 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
PUT |
40KNew |
$8.3M - $9.26M
|
40K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
33.7K+ 175.7% |
$7M - $7.81M
|
52.9K
$18.4M
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
27.1K+ 7.66% |
$5.62M - $6.28M
|
381K
$133M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.9KNew |
$4.13M - $4.61M
|
19.9K
$6.94M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
16.9KNew |
$3.51M - $3.91M
|
16.9K
$5.88M
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
13.1K+ 24.76% |
$2.72M - $3.03M
|
66K
$23M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$2.45M - $2.73M
|
11.8K
$4.1M
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
6.5KNew |
$1.35M - $1.5M
|
6.5K
$2.26M
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.58K+ 3.41% |
$1.16M - $1.29M
|
169K
$58.9M
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
4.36K+ 57.75% |
$904K - $1.01M
|
11.9K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.23KNew |
$670K - $748K
|
3.23K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.92K+ 115.1% |
$605K - $676K
|
5.46K
$1.9M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.7K+ 55.05% |
$560K - $625K
|
7.61K
$2.65M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.83KNew |
$379K - $423K
|
1.83K
$636K
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.71KNew |
$354K - $395K
|
1.71K
$594K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.65K+ 22.82% |
$341K - $381K
|
8.85K
$3.08M
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.51K+ 148.28% |
$312K - $348K
|
2.52K
$877K
|
|
May 15, 2023
Q1 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.33KNew |
$275K - $307K
|
1.33K
$461K
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1.2K+ 75.61% |
$249K - $278K
|
2.79K
$970K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 90.99% |
$220K - $245K
|
2.23K
$774K
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.04KNew |
$215K - $240K
|
1.04K
$361K
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1KNew |
$207K - $231K
|
1K
$348K
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
960New |
$199K - $222K
|
960
$334K
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
949New |
$197K - $220K
|
949
$330K
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
933New |
$194K - $216K
|
933
$325K
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
930New |
$193K - $215K
|
930
$324K
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
904New |
$187K - $209K
|
904
$315K
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
900New |
$187K - $208K
|
900
$313K
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
900New |
$187K - $208K
|
900
$313K
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
891New |
$185K - $206K
|
891
$310K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
635New |
$132K - $147K
|
635
$221K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$125K - $140K
|
603
$210K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
590+ 44.97% |
$122K - $137K
|
1.9K
$662K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
590+ 44.97% |
$122K - $137K
|
1.9K
$662K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
565New |
$117K - $131K
|
565
$197K
|