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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-20- 0.83% |
$6.17K - $7.47K
|
2.38K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-151- 0.23% |
$46.5K - $56.4K
|
64.7K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
575+ 70.12% |
$177K - $215K
|
1.4K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
56+ 7.33% |
$17.3K - $20.9K
|
820
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.06K- 27.77% |
$327K - $396K
|
2.76K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-100- 3.15% |
$30.8K - $37.3K
|
3.08K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
17+ 0.5% |
$5.24K - $6.35K
|
3.43K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
2.22KNew |
$685K - $829K
|
2.22K
$723K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
333+ 1.78% |
$103K - $124K
|
19K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
10.1KNew |
$3.1M - $3.76M
|
10.1K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-116- 16.43% |
$35.8K - $43.3K
|
590
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
11.2KNew |
$3.46M - $4.19M
|
11.2K
$3.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-307- 20.03% |
$94.6K - $115K
|
1.23K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
23+ 0.08% |
$7.09K - $8.59K
|
28.5K
$9.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-13- 0.95% |
$4.01K - $4.85K
|
1.36K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
263New |
$81.1K - $98.2K
|
263
$85.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-23- 6.99% |
$7.09K - $8.59K
|
306
$99.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2+ 0.32% |
$617 - $747
|
635
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 17.65% |
$12K - $14.6K
|
182
$59.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
807+ 19.12% |
$249K - $301K
|
5.03K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
107+ 7.04% |
$33K - $39.9K
|
1.63K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
116+ 16.38% |
$35.8K - $43.3K
|
824
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
116+ 1.62% |
$35.8K - $43.3K
|
7.27K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
251New |
$77.4K - $93.7K
|
251
$81.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
95+ 3.71% |
$29.3K - $35.5K
|
2.66K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
42+ 4.63% |
$12.9K - $15.7K
|
950
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-16- 1.98% |
$4.93K - $5.97K
|
792
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-29- 2.54% |
$8.94K - $10.8K
|
1.11K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
78New |
$24K - $29.1K
|
78
$25.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-120- 13.78% |
$37K - $44.8K
|
751
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
340New |
$105K - $127K
|
340
$111K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$308 - $373
|
959
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.05% |
$308 - $373
|
1.98K
$645K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
43New |
$13.3K - $16.1K
|
43
$14K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 4.25% |
$20K - $24.3K
|
1.47K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
142KNew |
$43.8M - $53M
|
142K
$46.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.02KNew |
$313K - $379K
|
1.02K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-55- 4.4% |
$17K - $20.5K
|
1.2K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
576New |
$178K - $215K
|
576
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
17+ 0.5% |
$5.24K - $6.35K
|
3.42K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
574New |
$177K - $214K
|
574
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-96- 0.46% |
$29.6K - $35.8K
|
20.6K
$6.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 9.83% |
$61.7K - $74.7K
|
1.84K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-26- 3.83% |
$8.02K - $9.71K
|
652
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
45+ 5.45% |
$13.9K - $16.8K
|
870
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.01K- 30.29% |
$926K - $1.12M
|
6.92K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
600New |
$185K - $224K
|
600
$195K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
8.03KNew |
$2.48M - $3M
|
8.03K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-53.4K- 33.35% |
$16.5M - $19.9M
|
107K
$34.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
628New |
$194K - $234K
|
628
$205K
|
|