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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.09% |
$6.31K - $6.82K
|
892
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.05K- 1.94% |
$2.67M - $2.89M
|
406K
$132M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
2.36K+ 1.66% |
$784K - $847K
|
144K
$47M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
141+ 0.02% |
$46.8K - $50.6K
|
582K
$190M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-301- 1.22% |
$100K - $108K
|
24.3K
$7.91M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
98+ 64.05% |
$32.5K - $35.2K
|
251
$81.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
121+ 0.99% |
$40.2K - $43.4K
|
12.3K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
541+ 3.43% |
$180K - $194K
|
16.3K
$5.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-50- 1.1% |
$16.6K - $17.9K
|
4.5K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-35- 3.63% |
$11.6K - $12.6K
|
929
$303K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.58K+ 39.84% |
$856K - $925K
|
9.05K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
91+ 0.97% |
$30.2K - $32.7K
|
9.51K
$3.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-124- 0.46% |
$41.2K - $44.5K
|
27K
$8.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
234+ 1.19% |
$77.7K - $84K
|
20K
$6.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.75K+ 134.22% |
$1.91M - $2.06M
|
10K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 53.3% |
$517K - $559K
|
1.37K
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-353- 19.13% |
$117K - $127K
|
1.49K
$486K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-56- 3.57% |
$18.6K - $20.1K
|
1.51K
$493K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-675- 1.28% |
$224K - $242K
|
52.1K
$17M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-368- 9.33% |
$122K - $132K
|
3.58K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
189+ 3.62% |
$62.8K - $67.8K
|
5.41K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.27K+ 8.5% |
$420K - $454K
|
16.1K
$5.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
31.4K+ 4.97% |
$10.4M - $11.3M
|
662K
$216M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.06K+ 45.03% |
$3.01M - $3.25M
|
29.2K
$9.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
825+ 58.43% |
$274K - $296K
|
2.24K
$729K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 0.26% |
$20.6K - $22.2K
|
24.2K
$7.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
SELL
|
- |
-203- 0.13% |
$67.4K - $72.8K
|
151K
$49.3M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-156- 3.57% |
$51.8K - $56K
|
4.22K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 3.68% |
$8.63K - $9.33K
|
733
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-35- 2.1% |
$11.6K - $12.6K
|
1.63K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-3.15K- 3.51% |
$1.05M - $1.13M
|
86.6K
$28.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-889- 1.49% |
$295K - $319K
|
58.9K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-441- 4.67% |
$146K - $158K
|
9K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
421+ 3.95% |
$140K - $151K
|
11.1K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
821+ 17.05% |
$273K - $295K
|
5.64K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-22- 1.72% |
$7.31K - $7.89K
|
1.26K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
851New |
$283K - $305K
|
851
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-16- 0.44% |
$5.31K - $5.74K
|
3.63K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-24- 3.83% |
$7.97K - $8.61K
|
603
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-136- 1.15% |
$45.2K - $48.8K
|
11.7K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-23- 2.34% |
$7.64K - $8.25K
|
958
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-37- 0.31% |
$12.3K - $13.3K
|
12K
$3.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
251+ 2.26% |
$83.4K - $90.1K
|
11.3K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
1+ 0.17% |
$332 - $359
|
598
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
763+ 3.25% |
$253K - $274K
|
24.3K
$7.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
123+ 0.84% |
$40.8K - $44.1K
|
14.8K
$4.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-903- 2.12% |
$300K - $324K
|
41.7K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49.3K+ 6203.4% |
$16.4M - $17.7M
|
50.1K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.79K- 39.04% |
$595K - $643K
|
2.8K
$912K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6K- 10.7% |
$1.99M - $2.15M
|
50.1K
$16.3M
|
|