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 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
820+ 6.17% |
$225K - $263K
|
14.1K
$4.91M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
818New |
$224K - $263K
|
818
$285K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
818+ 0.05% |
$224K - $263K
|
1.6M
$557M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
816+ 24.01% |
$223K - $262K
|
4.22K
$1.47M
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
816New |
$223K - $262K
|
816
$284K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
815New |
$223K - $262K
|
815
$284K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
807+ 16.99% |
$221K - $259K
|
5.56K
$1.94M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
804New |
$220K - $258K
|
804
$280K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
800New |
$219K - $257K
|
800
$279K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
800+ 17.41% |
$219K - $257K
|
5.4K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
799+ 100.13% |
$219K - $256K
|
1.6K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
799+ 5.7% |
$219K - $256K
|
14.8K
$5.17M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
797New |
$218K - $256K
|
797
$278K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
796+ 3.15% |
$218K - $255K
|
26.1K
$9.08M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
792+ 0.54% |
$217K - $254K
|
146K
$51M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
789New |
$216K - $253K
|
789
$275K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
789+ 7.3% |
$216K - $253K
|
11.6K
$4.04M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
785+ 8.21% |
$215K - $252K
|
10.3K
$3.61M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
785New |
$215K - $252K
|
785
$274K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
784+ 4.61% |
$215K - $252K
|
17.8K
$6.2M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
784New |
$215K - $252K
|
784
$273K
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
782New |
$214K - $251K
|
782
$273K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
778+ 4.81% |
$213K - $250K
|
17K
$5.91M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
776New |
$213K - $249K
|
776
$270K
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
776+ 1.63% |
$213K - $249K
|
48.3K
$16.8M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
774+ 65.48% |
$212K - $248K
|
1.96K
$682K
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
773New |
$212K - $248K
|
773
$269K
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
771New |
$211K - $247K
|
771
$269K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
770+ 5.53% |
$211K - $247K
|
14.7K
$5.12M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
768+ 0.75% |
$210K - $246K
|
104K
$36.2M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
766+ 1.33% |
$210K - $246K
|
58.3K
$20.3M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
764New |
$209K - $245K
|
764
$266K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
763New |
$209K - $245K
|
763
$266K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
763+ 7.56% |
$209K - $245K
|
10.9K
$3.78M
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
761New |
$208K - $244K
|
761
$265K
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
761New |
$208K - $244K
|
761
$265K
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
757+ 16.94% |
$207K - $243K
|
5.23K
$1.82M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
756New |
$207K - $243K
|
756
$263K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
754+ 1.24% |
$206K - $242K
|
61.3K
$21.4M
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
751New |
$206K - $241K
|
751
$262K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 0.49% |
$205K - $241K
|
153K
$53.2M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
750New |
$205K - $241K
|
750
$261K
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
750New |
$205K - $241K
|
750
$261K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
748+ 57.14% |
$205K - $240K
|
2.06K
$717K
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
747New |
$205K - $240K
|
747
$260K
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
747New |
$205K - $240K
|
747
$260K
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
746+ 25.79% |
$204K - $239K
|
3.64K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
743+ 6.15% |
$203K - $238K
|
12.8K
$4.47M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
740+ 6.42% |
$203K - $237K
|
12.3K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 9.34% |
$202K - $237K
|
8.65K
$3.02M
|