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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-269- 76.2% |
$69.4K - $78.1K
|
84
$29.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
264+ 18.86% |
$68.1K - $76.7K
|
1.66K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
6.98K+ 200.46% |
$1.8M - $2.03M
|
10.5K
$3.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9- 0.11% |
$2.32K - $2.61K
|
8.53K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4KNew |
$1.03M - $1.16M
|
4K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-105- 0.27% |
$27.1K - $30.5K
|
38.2K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-2.13K- 17.05% |
$549K - $618K
|
10.4K
$3.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-50- 4.38% |
$12.9K - $14.5K
|
1.09K
$383K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-31- 1.65% |
$8K - $9K
|
1.85K
$650K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
150+ 18.63% |
$38.7K - $43.6K
|
955
$335K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
153+ 3.13% |
$39.5K - $44.4K
|
5.04K
$1.77M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.66K+ 532.15% |
$427K - $481K
|
1.97K
$691K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.17% |
$5.68K - $6.39K
|
12.8K
$4.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
158+ 4.76% |
$40.8K - $45.9K
|
3.48K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3+ 0.21% |
$774 - $871
|
1.45K
$509K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
214+ 22.18% |
$55.2K - $62.1K
|
1.18K
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 47.37% |
$2.32K - $2.61K
|
10
$3.51K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-227- 1.66% |
$58.6K - $65.9K
|
13.4K
$4.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-30.3K- 48.26% |
$7.82M - $8.8M
|
32.5K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
525+ 11.88% |
$135K - $152K
|
4.95K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 92.86% |
$16.8K - $18.9K
|
135
$47.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.67K- 15.3% |
$430K - $484K
|
9.24K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-628- 17.31% |
$162K - $182K
|
3K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-54.3K- 82.65% |
$14M - $15.8M
|
11.4K
$4M
|
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-2K- 16.0% |
$516K - $581K
|
10.5K
$3.69M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
33.3KNew |
$8.59M - $9.66M
|
33.3K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.1KNew |
$541K - $609K
|
2.1K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 1.32% |
$5.42K - $6.1K
|
1.61K
$566K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 56.48% |
$246K - $277K
|
2.64K
$928K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 1.01% |
$7.74K - $8.71K
|
3.01K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
801+ 68.0% |
$207K - $233K
|
1.98K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
805+ 7.5% |
$208K - $234K
|
11.5K
$4.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.47K- 0.57% |
$1.15M - $1.3M
|
779K
$274M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-50- 1.8% |
$12.9K - $14.5K
|
2.73K
$959K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-1.21K- 12.58% |
$313K - $352K
|
8.43K
$2.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.87KNew |
$999K - $1.12M
|
3.87K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
375+ 29.05% |
$96.7K - $109K
|
1.67K
$585K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
544+ 755.56% |
$140K - $158K
|
616
$216K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.48K+ 619.89% |
$1.67M - $1.88M
|
7.53K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
690+ 16.68% |
$178K - $200K
|
4.83K
$1.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
19.3K+ 200.19% |
$4.99M - $5.62M
|
29K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 1.63% |
$5.68K - $6.39K
|
1.33K
$467K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 4.75% |
$3.61K - $4.07K
|
281
$98.7K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 1.37% |
$5.16K - $5.81K
|
1.44K
$504K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.81K - $2.03K
|
2.6K
$914K
|
|
|
Apr 10, 2024
Q1 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-9.4K- 20.58% |
$2.43M - $2.73M
|
36.3K
$12.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-85- 2.95% |
$21.9K - $24.7K
|
2.79K
$981K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.76% |
$12.9K - $14.5K
|
2.79K
$979K
|
|
| Q4 2023 | |||||||
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$229 - $262
|
1.63K
$572K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-655- 33.08% |
$150K - $172K
|
1.33K
$465K
|
|