Latest Institutional Transactions on Visa Inc. (V)
This table provides information on the latest institutional transactions involving Visa Inc. (V) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.2K- 90.89% |
$1.83M - $2.23M
|
1.03K
$358K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 50.0% |
$179K - $218K
|
1K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
100+ 4.01% |
$17.9K - $21.8K
|
2.59K
$904K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
1.02KNew |
$183K - $222K
|
1.02K
$355K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-120- 2.06% |
$21.5K - $26.1K
|
5.7K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-884- 1.8% |
$158K - $192K
|
48.3K
$16.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-23.3K- 8.25% |
$4.18M - $5.08M
|
259K
$90.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.2KNew |
$573K - $697K
|
3.2K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
261+ 4.79% |
$46.8K - $56.8K
|
5.71K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
1.99KNew |
$357K - $434K
|
1.99K
$695K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.46K- 10.91% |
$620K - $754K
|
28.3K
$9.85M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
49+ 2.34% |
$8.78K - $10.7K
|
2.14K
$746K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
981New |
$176K - $214K
|
981
$342K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
262New |
$46.9K - $57K
|
262
$91.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-37- 44.58% |
$6.63K - $8.05K
|
46
$16K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
19New |
$3.4K - $4.14K
|
19
$6.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.14K+ 12.65% |
$383K - $465K
|
19K
$6.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.03KNew |
$184K - $223K
|
1.03K
$357K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-291- 5.03% |
$52.1K - $63.3K
|
5.49K
$1.91M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$17.4K - $21.1K
|
97
$33.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
337New |
$60.4K - $73.4K
|
337
$117K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
238New |
$42.6K - $51.8K
|
238
$83K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-11.9KClosed |
$2.14M - $2.6M
|
0
$0
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-567Closed |
$101K - $123K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.98K+ 53.66% |
$1.06M - $1.3M
|
17.1K
$5.97M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
971+ 22.71% |
$172K - $211K
|
5.25K
$1.83M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-6K- 75.17% |
$1.06M - $1.3M
|
1.98K
$691K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.59K- 5.36% |
$281K - $344K
|
28K
$9.76M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.92KNew |
$340K - $417K
|
1.92K
$669K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.44K+ 8.83% |
$787K - $965K
|
54.8K
$19.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-227- 0.22% |
$40.2K - $49.3K
|
104K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-5K- 20.0% |
$886K - $1.09M
|
20K
$6.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.36K- 26.67% |
$241K - $296K
|
3.74K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
219+ 0.28% |
$38.8K - $47.6K
|
77.9K
$27.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.16K- 77.21% |
$737K - $903K
|
1.23K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.7KNew |
$479K - $586K
|
2.7K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-46.9K- 45.92% |
$8.32M - $10.2M
|
55.2K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
1.33K+ 52.06% |
$235K - $288K
|
3.88K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
151+ 0.83% |
$26.8K - $32.8K
|
18.3K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.83KNew |
$502K - $615K
|
2.83K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-15- 0.68% |
$2.66K - $3.26K
|
2.19K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
300KNew |
$53.2M - $65.1M
|
300K
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.9KClosed |
$2.47M - $3.02M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.48K+ 12.94% |
$1.33M - $1.62M
|
65.3K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
14KNew |
$2.48M - $3.04M
|
14K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
3.31KNew |
$586K - $718K
|
3.31K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
116+ 4.66% |
$20.6K - $25.2K
|
2.6K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-367- 19.58% |
$65.1K - $79.7K
|
1.51K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-52.9K- 16.27% |
$9.37M - $11.5M
|
272K
$94.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.58K- 14.88% |
$1.52M - $1.86M
|
49.1K
$17.1M
|
|