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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.27K+ 6.94% |
$748K - $857K
|
50.4K
$17.6M
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.22KNew |
$736K - $844K
|
3.22K
$1.12M
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
2.7K+ 11.28% |
$618K - $708K
|
26.6K
$9.28M
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.78KNew |
$406K - $466K
|
1.78K
$619K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.74K+ 5.05% |
$399K - $458K
|
36.3K
$12.6M
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.61KNew |
$368K - $422K
|
1.61K
$560K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
1.37K+ 116.81% |
$313K - $359K
|
2.54K
$886K
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
CALL |
1.3KNew |
$297K - $341K
|
1.3K
$453K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.29KNew |
$294K - $338K
|
1.29K
$449K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.13K+ 14.35% |
$258K - $296K
|
8.99K
$3.13M
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.02KNew |
$232K - $266K
|
1.02K
$354K
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.02KNew |
$232K - $266K
|
1.02K
$354K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
999+ 7.03% |
$229K - $262K
|
15.2K
$5.3M
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
968+ 2.61% |
$221K - $254K
|
38K
$13.3M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
900New |
$206K - $236K
|
900
$314K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
900New |
$206K - $236K
|
900
$314K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
834New |
$191K - $219K
|
834
$291K
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
825New |
$189K - $216K
|
825
$288K
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
800New |
$183K - $210K
|
800
$279K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
800+ 80.0% |
$183K - $210K
|
1.8K
$627K
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
788New |
$180K - $207K
|
788
$275K
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
775New |
$177K - $203K
|
775
$270K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
697+ 14.98% |
$159K - $183K
|
5.35K
$1.86M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
609New |
$139K - $160K
|
609
$212K
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
595+ 15.34% |
$136K - $156K
|
4.48K
$1.56M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
509New |
$116K - $134K
|
509
$177K
|
|
Feb 13, 2024
Q4 2023
|
Permit Capital, LLC
West Conshohocken, PA |
BUY
|
- |
410+ 18.02% |
$93.8K - $108K
|
2.69K
$936K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
407+ 1.98% |
$93.1K - $107K
|
20.9K
$7.3M
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
400+ 2.24% |
$91.5K - $105K
|
18.2K
$6.36M
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
385+ 27.68% |
$88.1K - $101K
|
1.78K
$619K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
375New |
$85.8K - $98.4K
|
375
$131K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
335New |
$76.7K - $87.9K
|
335
$117K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
334+ 1.36% |
$76.4K - $87.6K
|
24.9K
$8.69M
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
331+ 17.65% |
$75.7K - $86.8K
|
2.21K
$769K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
300New |
$68.6K - $78.7K
|
300
$105K
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
300+ 29.94% |
$68.6K - $78.7K
|
1.3K
$454K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300New |
$68.6K - $78.7K
|
300
$105K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
275New |
$62.9K - $72.2K
|
275
$95.8K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
233New |
$53.3K - $61.1K
|
233
$81.2K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
227New |
$51.9K - $59.6K
|
227
$79.1K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
210New |
$48.1K - $55.1K
|
210
$73.2K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
208+ 20800.0% |
$47.6K - $54.6K
|
209
$72.8K
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
192+ 4.76% |
$43.9K - $50.4K
|
4.22K
$1.47M
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
178+ 4.52% |
$40.7K - $46.7K
|
4.11K
$1.43M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 12.07% |
$37.3K - $42.8K
|
1.51K
$528K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
158+ 2.89% |
$36.2K - $41.5K
|
5.63K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
153New |
$35K - $40.1K
|
153
$53.3K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
112+ 4.9% |
$25.6K - $29.4K
|
2.4K
$836K
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
CALL |
100New |
$22.9K - $26.2K
|
100
$34.9K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
95New |
$21.7K - $24.9K
|
95
$33.1K
|