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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-67- 7.75% |
$17K - $19.5K
|
798
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
368+ 1.59% |
$93.4K - $107K
|
23.5K
$8.23M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10- 0.68% |
$2.54K - $2.92K
|
1.46K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
242New |
$61.4K - $70.6K
|
242
$84.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.1KNew |
$279K - $321K
|
1.1K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 3.3% |
$63.4K - $72.9K
|
7.33K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-215- 21.96% |
$54.6K - $62.7K
|
764
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
78+ 3.6% |
$19.8K - $22.7K
|
2.24K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-505- 71.73% |
$128K - $147K
|
199
$69.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-348- 1.73% |
$88.3K - $101K
|
19.7K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6K+ 40.2% |
$406K - $466K
|
5.58K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
293New |
$74.3K - $85.4K
|
293
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-95- 5.78% |
$24.1K - $27.7K
|
1.55K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-128- 8.33% |
$32.5K - $37.3K
|
1.41K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.1KNew |
$1.04M - $1.19M
|
4.1K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-59- 5.74% |
$15K - $17.2K
|
968
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
108+ 3.28% |
$27.4K - $31.5K
|
3.4K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
680+ 11.72% |
$173K - $198K
|
6.48K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
27.4K+ 11.88% |
$6.96M - $8M
|
258K
$90.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
92+ 11.51% |
$23.3K - $26.8K
|
891
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19+ 1.17% |
$4.82K - $5.54K
|
1.65K
$578K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-63- 0.63% |
$16K - $18.4K
|
9.88K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
535New |
$136K - $156K
|
535
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.41KNew |
$865K - $994K
|
3.41K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
21+ 0.77% |
$5.33K - $6.12K
|
2.76K
$967K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-576- 3.16% |
$146K - $168K
|
17.6K
$6.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.03% |
$1.52K - $1.75K
|
17.4K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
131+ 1.17% |
$33.2K - $38.2K
|
11.3K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
210+ 6.42% |
$53.3K - $61.2K
|
3.48K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-126- 4.24% |
$32K - $36.7K
|
2.85K
$999K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-13- 1.16% |
$3.3K - $3.79K
|
1.11K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
101+ 2.08% |
$25.6K - $29.4K
|
4.95K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.11K+ 14.8% |
$1.55M - $1.78M
|
47.4K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
83+ 10.07% |
$21.1K - $24.2K
|
907
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
732New |
$186K - $213K
|
732
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-172- 3.18% |
$43.6K - $50.1K
|
5.24K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 39.17% |
$401K - $461K
|
5.62K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 3.38% |
$3.55K - $4.08K
|
400
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.07K+ 4.65% |
$779K - $895K
|
69.1K
$24.2M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$254 - $292
|
1.54K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
335+ 1.07% |
$85K - $97.7K
|
31.7K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-47- 5.99% |
$11.9K - $13.7K
|
738
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4+ 0.17% |
$1.01K - $1.17K
|
2.41K
$844K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-459- 0.3% |
$116K - $134K
|
150K
$52.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 18.4% |
$414K - $475K
|
10.5K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
70+ 3.64% |
$17.8K - $20.4K
|
1.99K
$698K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.58K- 21.81% |
$908K - $1.04M
|
12.8K
$4.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1+ 0.09% |
$254 - $292
|
1.11K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.21K- 9.29% |
$307K - $353K
|
11.8K
$4.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-73- 6.53% |
$18.5K - $21.3K
|
1.05K
$367K
|