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 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
78+ 2.08% |
$21.4K - $25K
|
3.82K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
78+ 3.24% |
$21.4K - $25K
|
2.48K
$866K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
78+ 1.11% |
$21.4K - $25K
|
7.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
78+ 0.8% |
$21.4K - $25K
|
9.77K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
77+ 4.38% |
$21.1K - $24.7K
|
1.84K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
76+ 1.07% |
$20.8K - $24.4K
|
7.15K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
75+ 8.71% |
$20.5K - $24.1K
|
936
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 5.38% |
$20.5K - $24.1K
|
1.47K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
75+ 0.83% |
$20.5K - $24.1K
|
9.1K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
74+ 7.65% |
$20.3K - $23.7K
|
1.04K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
74+ 2.92% |
$20.3K - $23.7K
|
2.61K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
73+ 8.29% |
$20K - $23.4K
|
954
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.45% |
$20K - $23.4K
|
16.2K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
73+ 2.91% |
$20K - $23.4K
|
2.58K
$900K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
72+ 4.8% |
$19.7K - $23.1K
|
1.57K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
72+ 0.66% |
$19.7K - $23.1K
|
11.1K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 1.7% |
$19.2K - $22.5K
|
4.2K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
69+ 0.21% |
$18.9K - $22.1K
|
32.6K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
69+ 1.63% |
$18.9K - $22.1K
|
4.29K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
68+ 8.6% |
$18.6K - $21.8K
|
859
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.24% |
$18.6K - $21.8K
|
2.16K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
68+ 0.95% |
$18.6K - $21.8K
|
7.26K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
67+ 2.13% |
$18.3K - $21.5K
|
3.21K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
67+ 1.98% |
$18.3K - $21.5K
|
3.45K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.41% |
$18.3K - $21.5K
|
16.3K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67New |
$18.3K - $21.5K
|
67
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
67+ 4.16% |
$18.3K - $21.5K
|
1.68K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
66+ 8.59% |
$18.1K - $21.2K
|
834
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
66+ 6.29% |
$18.1K - $21.2K
|
1.12K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
66+ 2.59% |
$18.1K - $21.2K
|
2.61K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
66+ 3.61% |
$18.1K - $21.2K
|
1.89K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
65+ 1.04% |
$17.8K - $20.9K
|
6.29K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
65+ 1.22% |
$17.8K - $20.9K
|
5.4K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 2.05% |
$17.8K - $20.9K
|
3.24K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
64+ 4.3% |
$17.5K - $20.5K
|
1.55K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
63+ 2.51% |
$17.3K - $20.2K
|
2.57K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.19% |
$17.3K - $20.2K
|
33K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
63+ 3.08% |
$17.3K - $20.2K
|
2.11K
$734K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
63+ 1.64% |
$17.3K - $20.2K
|
3.91K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62+ 0.32% |
$17K - $19.9K
|
19.5K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
62+ 1.48% |
$17K - $19.9K
|
4.24K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
62+ 3.97% |
$17K - $19.9K
|
1.62K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
62+ 1.75% |
$17K - $19.9K
|
3.61K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 1.73% |
$16.7K - $19.6K
|
3.58K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61+ 20.61% |
$16.7K - $19.6K
|
357
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
61+ 0.7% |
$16.7K - $19.6K
|
8.8K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
61+ 1.06% |
$16.7K - $19.6K
|
5.84K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
61+ 0.23% |
$16.7K - $19.6K
|
27.1K
$9.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
60+ 0.36% |
$16.4K - $19.3K
|
16.6K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 10.0% |
$16.4K - $19.3K
|
660
$230K
|