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 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-56- 0.47% |
$15.3K - $18K
|
11.9K
$4.06M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.39K+ 52.29% |
$654K - $766K
|
6.95K
$2.38M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
27+ 0.7% |
$7.39K - $8.66K
|
3.87K
$1.32M
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
695New |
$190K - $223K
|
695
$238K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.11K+ 4.51% |
$304K - $356K
|
25.7K
$8.79M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-272- 0.7% |
$74.5K - $87.3K
|
38.6K
$13.2M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.35K+ 30.78% |
$1.74M - $2.04M
|
27K
$9.22M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
613+ 6.27% |
$168K - $197K
|
10.4K
$3.55M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-392- 0.34% |
$107K - $126K
|
115K
$39.4M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61+ 20.61% |
$16.7K - $19.6K
|
357
$122K
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
675New |
$185K - $217K
|
675
$231K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22+ 0.15% |
$6.03K - $7.06K
|
14.2K
$4.86M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
889+ 103.13% |
$243K - $285K
|
1.75K
$598K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32+ 48.48% |
$8.76K - $10.3K
|
98
$33.5K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.1K+ 39.93% |
$301K - $353K
|
3.85K
$1.32M
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.7KNew |
$1.01M - $1.19M
|
3.7K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-498- 12.93% |
$136K - $160K
|
3.35K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-42- 1.34% |
$11.5K - $13.5K
|
3.1K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
658New |
$180K - $211K
|
658
$225K
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.28K+ 6.43% |
$350K - $410K
|
21.2K
$7.23M
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
211+ 0.76% |
$57.8K - $67.7K
|
28K
$9.56M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 0.41% |
$18.3K - $21.5K
|
16.3K
$5.57M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 7.45% |
$16.4K - $19.3K
|
865
$296K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.98KNew |
$542K - $635K
|
1.98K
$677K
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.13KNew |
$309K - $362K
|
1.13K
$385K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
396+ 1.84% |
$108K - $127K
|
21.9K
$7.47M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-18- 1.59% |
$4.93K - $5.78K
|
1.11K
$380K
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-48.7K- 97.4% |
$13.3M - $15.6M
|
1.3K
$444K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6- 0.42% |
$1.64K - $1.93K
|
1.41K
$483K
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-52- 0.64% |
$14.2K - $16.7K
|
8.03K
$2.75M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-393- 17.98% |
$108K - $126K
|
1.79K
$613K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-249- 7.42% |
$68.2K - $79.9K
|
3.11K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-3- 0.12% |
$822 - $963
|
2.53K
$866K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.8KNew |
$1.04M - $1.22M
|
3.8K
$1.3M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.11K+ 2.09% |
$303K - $355K
|
53.9K
$18.4M
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
645+ 16.61% |
$177K - $207K
|
4.53K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-27- 1.66% |
$7.39K - $8.66K
|
1.6K
$545K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
33+ 1.3% |
$9.04K - $10.6K
|
2.58K
$880K
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
2.35K+ 94.79% |
$643K - $753K
|
4.83K
$1.65M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
425+ 5.66% |
$116K - $136K
|
7.93K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-60- 0.05% |
$16.4K - $19.3K
|
112K
$38.4M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.88K+ 29.64% |
$1.06M - $1.24M
|
17K
$5.8M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 1.06% |
$274K - $321K
|
93K
$31.8M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-439- 0.59% |
$120K - $141K
|
73.6K
$25.1M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-21- 0.88% |
$5.75K - $6.74K
|
2.37K
$810K
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
48+ 0.27% |
$13.1K - $15.4K
|
17.9K
$6.12M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.11KNew |
$303K - $355K
|
1.11K
$378K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-4.39K- 1.92% |
$1.2M - $1.41M
|
224K
$76.6M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
1.69K+ 1.61% |
$463K - $543K
|
107K
$36.5M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 2.24% |
$15.6K - $18.3K
|
2.6K
$888K
|