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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-10K- 40.0% |
$2.07M - $2.31M
|
15K
$5.27M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
90+ 5.75% |
$18.7K - $20.8K
|
1.66K
$581K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
6.5KNew |
$1.35M - $1.5M
|
6.5K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
900New |
$187K - $208K
|
900
$316K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.51K+ 148.28% |
$312K - $348K
|
2.52K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
177New |
$36.7K - $41K
|
177
$62.2K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-980- 44.75% |
$203K - $227K
|
1.21K
$425K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
900New |
$187K - $208K
|
900
$316K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$20.7K - $23.1K
|
100
$35.1K
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
4.36K+ 57.75% |
$904K - $1.01M
|
11.9K
$4.18M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-71- 0.76% |
$14.7K - $16.4K
|
9.28K
$3.26M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-25- 1.77% |
$5.19K - $5.79K
|
1.39K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.7K+ 55.05% |
$560K - $625K
|
7.61K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
904New |
$187K - $209K
|
904
$318K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
23+ 0.3% |
$4.77K - $5.32K
|
7.7K
$2.7M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.57% |
$207 - $231
|
177
$62.2K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.98% |
$2.07K - $2.31K
|
1.02K
$356K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$125K - $140K
|
603
$212K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$4.77K - $5.32K
|
23
$8.08K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-23- 0.6% |
$4.77K - $5.32K
|
3.78K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
240+ 4.55% |
$49.8K - $55.5K
|
5.52K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 1.71% |
$1.04K - $1.16K
|
287
$101K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 5.26% |
$207 - $231
|
18
$6.32K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
960New |
$199K - $222K
|
960
$337K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
930New |
$193K - $215K
|
930
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
312New |
$64.7K - $72.2K
|
312
$110K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-43- 0.18% |
$8.92K - $9.95K
|
23.9K
$8.39M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1- 6.67% |
$207 - $231
|
14
$4.92K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
168+ 8.45% |
$34.8K - $38.9K
|
2.16K
$758K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.83KNew |
$379K - $423K
|
1.83K
$642K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.9KNew |
$4.13M - $4.61M
|
19.9K
$7M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
933New |
$194K - $216K
|
933
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
43+ 3.62% |
$8.92K - $9.95K
|
1.23K
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4- 0.39% |
$830 - $926
|
1.03K
$363K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-20- 0.03% |
$4.15K - $4.63K
|
57.5K
$20.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
635New |
$132K - $147K
|
635
$223K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-6- 17.65% |
$1.24K - $1.39K
|
28
$9.83K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
21+ 0.16% |
$4.36K - $4.86K
|
12.9K
$4.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
27+ 1.56% |
$5.6K - $6.25K
|
1.76K
$617K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.51K- 94.15% |
$1.14M - $1.27M
|
342
$120K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
25+ 0.57% |
$5.19K - $5.79K
|
4.39K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-12.4K- 8.52% |
$2.56M - $2.86M
|
133K
$46.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
891New |
$185K - $206K
|
891
$313K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.19% |
$415 - $463
|
1.04K
$365K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-150- 1.33% |
$31.1K - $34.7K
|
11.1K
$3.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$2.45M - $2.73M
|
11.8K
$4.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$830 - $926
|
1.27K
$445K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.84K- 2.39% |
$589K - $658K
|
116K
$40.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-80- 4.76% |
$16.6K - $18.5K
|
1.6K
$562K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-299- 0.81% |
$62K - $69.2K
|
36.6K
$12.9M
|