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 11, 2024
Q3 2024
|
Fruth Investment Management
|
BUY
|
- |
1+ 0.13% |
$254 - $292
|
798
$280K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-76- 7.48% |
$19.3K - $22.2K
|
940
$330K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
110+ 4.68% |
$27.9K - $32.1K
|
2.46K
$865K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3K+ 2.41% |
$3.38M - $3.88M
|
567K
$199M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-178- 2.23% |
$45.2K - $51.9K
|
7.82K
$2.75M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-250- 14.04% |
$63.4K - $72.9K
|
1.53K
$537K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-95- 11.35% |
$24.1K - $27.7K
|
742
$261K
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 2.52% |
$6.34K - $7.29K
|
969
$340K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 7.62% |
$553K - $635K
|
26.4K
$9.28M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-22- 1.0% |
$5.58K - $6.41K
|
2.19K
$767K
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
5.34KNew |
$1.35M - $1.56M
|
5.34K
$1.88M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 2.95% |
$2.54K - $2.92K
|
329
$116K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
941New |
$239K - $274K
|
941
$331K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-191- 4.11% |
$48.5K - $55.7K
|
4.45K
$1.56M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
209+ 1.37% |
$53K - $60.9K
|
15.5K
$5.44M
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-42- 1.24% |
$10.7K - $12.2K
|
3.35K
$1.18M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-65- 0.74% |
$16.5K - $19K
|
8.7K
$3.05M
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-5.32K- 33.36% |
$1.35M - $1.55M
|
10.6K
$3.73M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-105- 7.82% |
$26.6K - $30.6K
|
1.24K
$434K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
704+ 95.65% |
$179K - $205K
|
1.44K
$506K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-534- 13.78% |
$135K - $156K
|
3.34K
$1.17M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
854New |
$217K - $249K
|
854
$300K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
73+ 101.39% |
$18.5K - $21.3K
|
145
$50.9K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.43% |
$254 - $292
|
235
$82.5K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-77- 5.29% |
$19.5K - $22.5K
|
1.38K
$484K
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-9- 0.38% |
$2.28K - $2.62K
|
2.38K
$834K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
169+ 13.61% |
$42.9K - $49.3K
|
1.41K
$496K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-145- 0.4% |
$36.8K - $42.3K
|
36.1K
$12.7M
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-447- 24.52% |
$113K - $130K
|
1.38K
$483K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14+ 0.81% |
$3.55K - $4.08K
|
1.74K
$612K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
137+ 25.28% |
$34.8K - $39.9K
|
679
$238K
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
1.53K+ 21.6% |
$389K - $447K
|
8.62K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$4.82K - $5.54K
|
3.67K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
233+ 0.33% |
$59.1K - $67.9K
|
71.9K
$25.2M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
702+ 1.85% |
$178K - $205K
|
38.6K
$13.6M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
406+ 12.78% |
$103K - $118K
|
3.58K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
388+ 11.82% |
$98.5K - $113K
|
3.67K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-116- 15.78% |
$29.4K - $33.8K
|
619
$217K
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-255- 15.65% |
$64.7K - $74.3K
|
1.37K
$483K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.71% |
$1.78K - $2.04K
|
992
$348K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-367- 30.46% |
$93.1K - $107K
|
838
$294K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-823- 6.1% |
$209K - $240K
|
12.7K
$4.45M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
102+ 7.51% |
$25.9K - $29.7K
|
1.46K
$513K
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 3.7% |
$12.7K - $14.6K
|
1.3K
$457K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.54% |
$254 - $292
|
183
$64.3K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
108+ 0.72% |
$27.4K - $31.5K
|
15.1K
$5.31M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
57+ 0.67% |
$14.5K - $16.6K
|
8.56K
$3.01M
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 0.66% |
$1.52K - $1.75K
|
921
$323K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-578- 1.08% |
$147K - $169K
|
53.2K
$18.7M
|