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 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$274 - $321
|
3.03K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
210+ 0.38% |
$57.5K - $67.4K
|
55.7K
$19.6M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-360- 4.3% |
$98.6K - $116K
|
8.01K
$2.81M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-140- 4.1% |
$38.3K - $44.9K
|
3.28K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-26- 1.73% |
$7.12K - $8.34K
|
1.47K
$518K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 1.22% |
$16.7K - $19.6K
|
4.95K
$1.74M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-7.35K- 4.06% |
$2.01M - $2.36M
|
174K
$61M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
226+ 8.2% |
$61.9K - $72.5K
|
2.98K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 4.57% |
$603K - $706K
|
45.9K
$16.1M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 0.67% |
$4.66K - $5.46K
|
2.51K
$881K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-248- 4.44% |
$67.9K - $79.6K
|
5.34K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.03% |
$643K - $753K
|
35.7K
$12.6M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 1.19% |
$281K - $329K
|
84.8K
$29.8M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
10+ 1.15% |
$2.74K - $3.21K
|
883
$310K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-457- 1.56% |
$125K - $147K
|
28.8K
$10.1M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.07K+ 3.61% |
$293K - $344K
|
30.7K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
21+ 0.88% |
$5.75K - $6.74K
|
2.41K
$845K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373+ 32.72% |
$102K - $120K
|
1.51K
$532K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
331+ 16.31% |
$90.7K - $106K
|
2.36K
$830K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-605- 14.75% |
$166K - $194K
|
3.5K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.64K - $1.93K
|
8.26K
$2.9M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-119- 2.42% |
$32.6K - $38.2K
|
4.81K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-998- 6.34% |
$273K - $320K
|
14.7K
$5.18M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-792- 13.92% |
$217K - $254K
|
4.9K
$1.72M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
229+ 12.49% |
$62.7K - $73.5K
|
2.06K
$725K
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-100- 5.01% |
$27.4K - $32.1K
|
1.9K
$666K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
860New |
$236K - $276K
|
860
$302K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
13+ 0.42% |
$3.56K - $4.17K
|
3.07K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-202- 14.56% |
$55.3K - $64.8K
|
1.19K
$417K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-26- 2.61% |
$7.12K - $8.34K
|
969
$341K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
739+ 9.34% |
$202K - $237K
|
8.65K
$3.04M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
131+ 6.06% |
$35.9K - $42K
|
2.29K
$806K
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
390+ 13.93% |
$107K - $125K
|
3.19K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
15+ 1.53% |
$4.11K - $4.81K
|
998
$351K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
873New |
$239K - $280K
|
873
$307K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
507+ 16.91% |
$139K - $163K
|
3.51K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-287- 0.95% |
$78.6K - $92.1K
|
30K
$10.5M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
230+ 1.95% |
$63K - $73.8K
|
12K
$4.23M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.88K+ 50.05% |
$1.89M - $2.21M
|
20.6K
$7.25M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
740+ 6.42% |
$203K - $237K
|
12.3K
$4.31M
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 23.85% |
$82.2K - $96.3K
|
958
$337K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
893New |
$245K - $287K
|
893
$314K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1K+ 8.13% |
$301K - $353K
|
14.6K
$5.14M
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.67K+ 4.35% |
$731K - $856K
|
64K
$22.5M
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-66- 1.9% |
$18.1K - $21.2K
|
3.41K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-150- 6.27% |
$41.1K - $48.1K
|
2.24K
$788K
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-491- 0.59% |
$134K - $158K
|
82.4K
$29M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
288+ 2.77% |
$78.9K - $92.4K
|
10.7K
$3.76M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
285+ 15.52% |
$78.1K - $91.5K
|
2.12K
$746K
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.13K+ 38.65% |
$309K - $362K
|
4.05K
$1.42M
|